Secure, Compliant, and Scalable Communication for Finance

In the world of finance, trust and security are everything. Banks, investment firms, and insurance companies handle highly sensitive client information daily, requiring a communication system that is secure, compliant, and always reliable. With Revoical’s AI-powered Hosted PBX, financial institutions can achieve crystal-clear communication, enhanced collaboration, and strict adherence to regulatory standards—all while lowering operational costs.

Empowering Seamless Collaboration in Financial Services

Revoical provides a cloud-based, encrypted VoIP solution designed specifically for financial organizations. From client-facing communication to internal collaboration, our platform ensures that every call, message, or transaction is handled with the highest level of security and efficiency.

Top Features for Your Financial Institution

Call Encryption – TLS/SRTP

Protect confidential conversations with end-to-end encryption protocols. Prevent data breaches and maintain the credibility of your institution with secure communication that complies with industry regulations.

AI-Powered Call Recording

Record calls automatically for compliance, employee training, and dispute resolution. With AI-assisted transcription (STT), every conversation can be securely archived, searchable, and reviewed with ease.

Virtual Fax

Replace outdated fax machines with secure digital faxing. Send and receive sensitive documents directly through our portal or via email, maintaining efficiency and compliance.

Advanced Call Queues

Handle heavy call volumes with intelligent call queues. Provide callers with wait-time estimates and custom on-hold messaging to ensure a professional and reassuring customer experience.

 

Time-Based Routing

Route calls according to business hours, client priority, or department needs. Ensure high-value clients are always connected to the right advisor at the right time.

 

AI Virtual Receptionist

Deliver a professional first impression with a virtual receptionist that can answer client queries, verify identities, and route calls intelligently.

Why Revoical Over Legacy Systems?

Unlike legacy phone systems, Revoical offers

  • 1
    AI IntegrationReal-time transcription, smart call routing, and automated assistants
  • 2
    Enterprise-Grade SecurityEncryption and compliance built into every call
  • 3
    Cloud FlexibilityNo expensive hardware, easy scaling, and global accessibility
  • 4
    Cost EfficiencyPay-as-you-go pricing keeps budgets predictable and optimized

How Revoical Strengthens Financial Services

Unified Communication Tools

 

Enable your teams to make calls, send messages, access voicemails, join secure conference calls, and review transcripts—all within one platform, on any device.

Secure & Compliant Communication

 

Our systems are designed for financial-grade compliance, ensuring your client interactions meet security and regulatory requirements. Encryption, secure storage, and audit-ready features keep your institution protected.

Flexibility and Mobility

 

 

Always be available for your clients with a round-the-clock AI receptionist that provides professional greetings, answers common queries, and forwards calls appropriately.

Enhanced Engagement

 

 

Use virtual DID numbers to create a local presence in multiple regions, helping you serve clients and partners globally without the need for additional offices.

FAQ

Find your question here or ask us

Is Revoical reliable enough for critical financial communication?

Yes. Our Hosted PBX ensures high uptime, HD voice, and encrypted communication, backed by 24/7 technical support for uninterrupted operations.

Do financial institutions need new hardware to adopt Revoical?

No. Revoical works with existing computers, smartphones, IP phones, or adapters. We also integrate seamlessly with Microsoft Teams for unified collaboration.

How does Revoical protect sensitive client information?

With TLS/SRTP call encryption, AI-based fraud detection, and secure cloud storage, your communications are safeguarded against data leaks and unauthorized access.

Can Revoical help with compliance requirements?

Absolutely. Our call recording and transcription features are designed with compliance in mind, ensuring audit-ready documentation for financial regulators.

What kind of support does Revoical offer?

We provide 24/7 expert support, extensive documentation, and personalized onboarding to ensure smooth integration into your financial workflows.