Financial

Financial professionals need business communications that support security, recordkeeping and regulatory requirements while remaining convenient for employees and clients. iPlum provides business calling, texting, voicemail and administrative features for financial services organizations including banking, insurance, real estate and related industries.

iPlum gives employees a dedicated business number for calling and texting on their existing mobile devices, helping organizations separate business communications from personal numbers while centrally managing users and business features.

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Robust Security Features

Financial organizations often need controls for protecting business communications and maintaining records. iPlum provides security-focused capabilities including encrypted secure texting, call recording, text archiving, administrative controls, password policies and two-factor authentication. These tools can help organizations support their internal security and compliance requirements. For organizations with recordkeeping requirements, communication archiving can help maintain business records according to internal retention policies and applicable requirements.

Team Connectivity

iPlum is BYOD-ready, allowing employees to use business communications on supported personal or company devices. Administrators can centrally add and manage users, permissions and iPlum numbers through the web portal. Teams can also access supported business features such as calling, texting and online fax from iPlum interfaces.

Client Satisfaction

Create a professional client experience with Phone Tree and extensions, business hours, voicemail, out-of-office greetings and automatic text replies. These features help route callers appropriately and provide clients with useful information when employees are unavailable.

Convenience and Quality

iPlum provides dual calling reliability using Voice Network or Wi-Fi/Data, giving employees flexibility based on their network conditions. Call recording and voicemail transcription can help teams review important client communications. iPlum also provides API capabilities for supported integrations and usage-management workflows.

Financial organizations of different sizes can benefit from security-focused communications, centralized team management and business phone capabilities. iPlum brings these features together in one business communications platform.

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