Communications Solutions for Investment Banks, Brokerages, and Financial Planners

Investment management firms are always looking to be more accessible to clients and to connect them with the right advisors for real-time, personalized service. Mitel Financial Services Solutions provide communications, collaboration, and CX applications that elevate the experience for both clients and advisors.
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Deliver Personalized Client Service

 
 

Each client wants to feel important; that they can trust you to protect and grow their wealth. With Mitel Financial Services Solutions, you get the communications, collaboration, and customer experience tools you need to give your clients the freedom to engage with you on their terms, while empowering advisors with real-time client information for a more personal touch.



Put Your Clients First with Personalized Service

Accessible

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Mitel’s CX solutions allow you to serve your clients on their preferred channel (phone, email, SMS, Web chat, Chat/Voice Virtual Assistant, social media, etc.) in both self-service and advisor-assisted service modes.

Personalized

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Intelligently route clients to live advisors or virtual assistants and empower them with real-time client information from your CRM systems to deliver personalized experiences that drive real business results.

Automated

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Eliminate friction from client experiences while automating business processes by integrating your work tools with Mitel communication, collaboration, and CX user interfaces using our open APIs and Developer Program.

Technology You Can Trust, Delivered on Your Terms

Our team is ready to help you find the solution that’s right for you.

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Investment Management Companies Trust Mitel

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    Empower Advisors

    Your advisors are at their best when they can be productive from anywhere: branch office, head office, contact center, home, or somewhere else. Mitel Financial Services Solutions provide the desk phones, desktop and mobile voice/messaging/video apps, contact center, and compliance recording applications they need to be effective, productive, and engaged.
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    Take Client Care to New Heights

    Your customers want frictionless interactions as they make investment decisions regarding their personal wealth. With MiCollab, advisors can easily set up audio and video calls with clients, share screens, URLs, and documents to quickly respond to customer inquiries and guide them through the complex maze of wealth management.

Helpful Resources
Ebooks and Guides
Have the freedom to work flexibly with an intelligent workplace

In this guide, we’ll take a closer look at why a UC&C solution is now a necessity to ensure you can deliver an exceptional customer and employee experience.

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Video
Video MiTeam Meetings

Learn about our remote videoconferencing tool MiTeam Meetings

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Our team is ready to help you find the solution that’s right for you. Are you ready to talk?

Ready to talk to sales? Contact us.
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