Phone Systems and Communications Solutions for Financial Services

To increase profitability, you need innovative solutions that keep existing customers loyal while attracting new business. Mitel Financial Services Solutions allow you to differentiate yourself from the competition with communications, collaboration, and AI augmented customer experience (CX) applications that result in better customer and employee interactions.

We Understand the Digital Challenges for Financial Institutions

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Credit Unions

By embedding Mitel communications solutions into your business processes, you can automate manual tasks and enable branch workers to achieve optimal product/service quality and performance.

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Banks

Grow revenue while reducing operating costs with flexible deployment and payment options from Mitel that allow you to choose the most cost-effective option for your business.

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Investment Management

Mitel Financial Services Solutions help your organization improve governance and security, fulfill regulatory compliance requirements, and strengthen ID verification to reduce fraud.

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Communications solution for Financial Services

Find the ideal product for your needs, or request a demo from one of our experts.

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We Have the Right Solutions for Your Financial Institution

Deliver Better Customer Experiences

Serve your clients on their preferred channel (phone, email, SMS, Web chat, Virtual Assistant, social media, etc.) while empowering your staff with real-time client information from leading finance applications such as Jack Henry and Fiserv for a personal touch.

A woman on the phone in front of her laptop

Optimize Performance and Manage Risk

Banks, Credit Unions and Investment Advisors rely on Mitel Financial Solutions to help their organizations maintain regulatory compliance with MiFID II, GDPR, Dodd-Frank and PCI DSS while optimizing the performance of staff with interaction recording, quality control, and workforce management.

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White Paper

Aragon Research Names Mitel Contact Center Leader for 2025

As a first-time recipient of the Leader designation for 2025 in the Contact Center Globe, Mitel’s offerings align with the direction of the Contact Center industry and the demands of the market 

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"It’s been a true partnership. They’re not just trying to sell us the latest and greatest product, but finding what fits us. I feel like Mitel has our back."

Gary Jeter, IChief Technology Officer, TruStone Financial Credit Union

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"I have no doubt that the Mitel system has paid for itself. As a credit union, you want the most value with the least amount of effort. Mitel accomplishes that in a number of ways. I would definitely recommend Mitel."

Greg Gallaway, IT Operations Manager, Spokane Teachers Credit Union

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"By integrating with our financial platform, Symitar, agents receive information about the member from an auto pop feature, which has improved efficiency and customer service."

Ben Christensen, VP and CIO, Weber State Credit Union

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"We like where Mitel is headed, their strategy, and the fact they are a key player not only in the U.S., but globally."

Scott Erlichman, Senior VP of Technology Infrastructure, Whitney National Bank

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Solution Bundles Built for Financial Services

Financial Services Contact Center Agent Solution

Capture customer information, validate customer identity, provide information with AI-powered voice/chat bots, and route clients who need additional help to experts in your organization for a frictionless client and agent experience.

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Mortgage and Loan Application Solution for Financial Services

For Financial Services organizations establishing mortgages or general loans, closing applications in a timely manner is critical for business success. The next financial institution is waiting with competitive rates and your applicants will commit when they can lock in the mortgage or loan at the right rate.

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