The best business phone system for financial services.

Presenting a professional image is one of the most important goals of any financial services firm. After all, clients trust you with their income, taxes, and investments. It’s critical to make a good first impression – chaotic or disorganized communication hampers client confidence and loyalty.

Accountants, payroll professionals, investors, brokers, and bankers all benefit from an office phone system like Ooma. When you are discussing important business deals like contracts, tax deductions and investments, the last thing you want to worry about is an inefficient or faulty business phone service.

People who work in financial services might also spend a lot of time in the field interacting with clients or working from home so mobile access to the office business line is critical.

Most of our financial services clients have been in a phone contract prior to switching to Ooma. We have tools to help businesses navigate this process. Please call 866-747-6887 to speak with an Ooma Office expert.

We know financial services firms are very busy, so we make it super easy to get started. Ooma Office works right out of the box, and no one at your location(s) needs any technical knowledge to set it up. Ooma Office is typically up and running in less than 15 minutes. Phones arrive pre-configured, just plug in, and start making calls.

Ooma Office delivers more than 100 advanced business phone features, including a Virtual Receptionist to greet callers after hours or when the receptionist is too busy to pick up. Staff can answer and return client calls when they are away from the office using the Ooma Office mobile app—letting clients see the financial services’ phone number on their caller ID, not a personal mobile phone number. Learn more about Ooma Office, winner of PC Magazine’s Business Choice award for the Best Business VoIP Phone Service 10 years in a row.

Ooma Continuous Voice™ is a unique, patented technology that provides automatic backup for voice calls running through Ooma Connect. With it, all Ooma Office phone calls are simultaneously transmitted through two links – a primary broadband connection (such as cable, fiber or T1) and the wireless connection provided by Ooma Connect. The Ooma cloud platform constantly monitors both data streams, so if the digital voice data in one stream is disrupted by internet congestion, dropped packets, or latency, Continuous Voice automatically uses voice data from the second stream to avoid degraded audio quality or dropped calls. If one stream goes down, all calls in progress continue uninterrupted through the other stream.