Financial Services

Our Newest Posts

View post: Modernizing a 100-Year-Old Real Estate Business with a Cloud-Based Phone System Helps Company Realize Greater Efficiency and Record Sales

Modernizing a 100-Year-Old Real Estate Business with a Cloud-Based Phone System Helps Company Realize Greater Efficiency and Record Sales

Many organizations are going through a digital transformation in the search for greater operational efficiencies, higher levels of customer care, and increased mobility. For more and more […]

February 22, 2024

4 mins to read

View post: Financial Services Virtual Meetings: A Guide for Accountants and Advisors

Financial Services Virtual Meetings: A Guide for Accountants and Advisors

As an accountant or financial advisor, communicating and interacting with clients is vital as you work toward their goals. Much of that interaction has been in person, as you discuss strategies or work out tax returns. For now, those in-person meetings aren’t possible, but you can still stay connected while working remotely.

February 21, 2024

4 mins to read

View post: Which Contact Center Phone Software Is Good for You? 10 Must-Have Features

Which Contact Center Phone Software Is Good for You? 10 Must-Have Features

Contact center phone software lets your team stay available to your customers and provide a peak customer experience. Find out how to pick the right provider.

January 18, 2024

6 mins to read

View post: Tips for Choosing Between Contact Center Solution Providers

Tips for Choosing Between Contact Center Solution Providers

When you’re trying to decide between contact center solution providers, use this guide to figure out which vendor is best for you and which companies to avoid.

November 17, 2023

6 mins to read

View post: Small Business Phone Service Line Solutions

Small Business Phone Service Line Solutions

Elevate your small business with Intermedia’s top-notch phone solutions! Explore reliable business phone services, systems, and lines for small businesses.

October 18, 2023

6 mins to read

View post: What is IVR, or Interactive Voice Response, and how can it help a small business?

What is IVR, or Interactive Voice Response, and how can it help a small business?

If you’ve ever called a customer service hotline, you’ve likely interacted with an interactive voice response system. While it often functions inside of a contact center solution, IVR […]

September 12, 2023

8 mins to read

View post: How Your Business Can Benefit From Interactive Voice Response: The Ultimate Guide to IVR

How Your Business Can Benefit From Interactive Voice Response: The Ultimate Guide to IVR

Customers expect quick and accurate service from the brands they do business with. Learn how IVR can help you achieve this objective and the mistakes to avoid.

June 28, 2023

6 mins to read

View post: Intermedia Archiving – Why retention-based archiving is a better approach for businesses than just storing data

Intermedia Archiving – Why retention-based archiving is a better approach for businesses than just storing data

As businesses adopt UC platforms to improve collaboration and productivity, important conversations and interactions take place across a myriad of communication channels such as chat, SMS, […]

April 14, 2023

3 mins to read

View post: Intermedia Archiving: The Next Step in Protecting Business Communications, Enhancing Productivity, and Creating a More Informed Organization

Intermedia Archiving: The Next Step in Protecting Business Communications, Enhancing Productivity, and Creating a More Informed Organization

Intermedia is excited to introduce Intermedia Archiving, a data retention solution available to Intermedia customers that makes it fast and easy to find important communications when you […]

April 3, 2023

3 mins to read

View post: 3 Benefits of Cloud-Based Communications for Financial Services

3 Benefits of Cloud-Based Communications for Financial Services

The financial services sector has been moving along a path of digital transformation for years, with companies turning to advanced technology to meet rising customer expectations and […]

December 1, 2021

5 mins to read

View post: Modernizing a 100-Year-Old Real Estate Business with a Cloud-Based Phone System Helps Company Realize Greater Efficiency and Record Sales

Modernizing a 100-Year-Old Real Estate Business with a Cloud-Based Phone System Helps Company Realize Greater Efficiency and Record Sales

Many organizations are going through a digital transformation in the search for greater operational efficiencies, higher levels of customer care, and increased mobility. For more and more companies, this includes the decommissioning of on-premises business phone systems.

May 4, 2021

4 mins to read

View post: Cloud-Based Contact Center Software Enables Canada’s Largest Independent Mortgage Company to Better Serve Customers

Cloud-Based Contact Center Software Enables Canada’s Largest Independent Mortgage Company to Better Serve Customers

Introducing the Intermedia Business Innovators series – where Intermedia honors business leaders who are improving customer care, employee engagement, and business operations through innovative thinking and decisive action. Hear the stories from the business innovators first-hand.

February 4, 2021

4 mins to read