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 with Personalized Service

Accessible

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

Personalized

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

Automated

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

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, and video apps, contact center, and compliance recording 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.

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MiVoice Business

Take advantage of an exceptionally feature-rich unified communications platform that can be deployed on-premise, in the private/public cloud, or in a hybrid model with desk phones and soft phone options for employees working in the main office, branches, contact center, or remotely from home.

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MiContact Center Business

Get everything you need to operate a world-class customer experience center including built-in workflow designer, GenAI-powered virtual agents and agent assist, AI-enhanced analytics and real-time dashboards.

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MiCollab

Engage with clients and employees over audio and video conferencing, messaging, and collaboration-all from a single pane of glass. With MiCollab, you can enhance any meeting with document, application, and screen sharing on top of voice and video communications.

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