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Vertical Solutions


    Solutions for Financial Services   


Financial service institutions have always been early adopters of technology. And with the rising need for secure, instant, multimedia conferencing on-demand, these companies are turning to Consolidated Technologies, Inc. (CTI). The CTI solution for the Financial Services industry enables international traders, investment managers, corporate financiers, private clients, and analysts to connect in a worldwide virtual conference room anytime, from anywhere.



Are These Issues That Concern You?

Do you waste time coordinating communications between employees working in the office and at client sites?

Can employees working remotely get easy and convenient access corporate e-mail, voice mail, and data files?

Are staff members able to take advantage of the latest communications capabilities such as software that turns a laptop or PC into a “softphone”?

Would you like to eliminate the cost of outside teleconferencing services?


IP Office: The Right Solution for Today's Financial Services Firm


What is it?

A solution for voice and data communications, messaging and customer management. Uses IP technology to deliver more functionality at a lower cost. Get all-in-one capabilities. Pay as you go.


How can I use it in my business?

To connect with colleagues and customers¿ simplify access to information¿ keep remote workers in touch. To save money through conferencing, networking, time/call management, Voice over IP and more.


What are my choices?

Does your business have one location? Multiple locations? Are you a satellite office of a larger organization? A home office? With IP Office you can choose from a range of models and add capacity, applications and phones, as you need them. Whether you have 2 employees, 200 or more, IP Office is the right choice.


People More Productive, Process more intelligent & Customers More Satisfied.

The financial services sector includes, banking, insurance, financial markets, as well as local banks and credit unions. They all face the challenge of reliably connecting their enterprise workforce to make people more productive, process' more intelligent and customers more satisfied. They must improve the effectiveness of their operations on an ongoing basis, not only because they want to, they must. As of October 2004, SEC requires all financial institutions to appoint a Chief Compliance Officer (CCO), who then becomes responsible to adhere to all rules, regulations and acts. Now, not only is the CEO responsible to certify the process annually based on regulations, but the CCO is the one who will make the process infallible.

CTI has Business Application Solutions for them that are secure, reliable and interoperate with other applications that they need to run their business. We design solutions that run on any network, because we believe that it is critical to support our applications on any network without a lock in that many of our competitors are positioning. CTI is vigilant in avoiding costs and litigation for the CCO and CEO by proactively monitoring the network as well as offering a host of reporting tools and interfaces to ensure they can produce records...if they ever need too. CTI is focused on helping clients to leverage existing investments and providing a new generation of secure, reliable and cost-effective solutions.


Simplify access to information

For Financial Services employees, working at client sites, at home and on weekends is a fact of life. But being out of the office shouldn’t limit access to important information.

With its secure networking capabilities (i.e., built-in router, firewall), IP Office simplifies secure access to data servers, facilitating information retrieval from anywhere. And the unified messaging capabilities that are part of IP Office simplify the routing of faxes and emails. Now employees can retrieve and forward information wherever needed, eliminating or at least reducing the number of documents they carry outside the office.

‘Reach me anywhere’

IP Office not only increases access to critical information, it enables mobile professionals to take control of their communications. Instead of requiring everyone to guess what number to reach you at, IP Office lets you establish a “personal number” that automatically forwards calls to a mobile, home, or other phone. At any time you can change the setting to have calls forwarded somewhere else. IP Office will actually “recognize” you when you call in. You can screen out unimportant calls. You can even have phone calls and voice messages routed to you as email and play them back using a soundcard and an Avaya “softphone” interface on your laptop.

Conference easily, control costs

During those busy end-of-quarter/end-of-year periods when time is at a premium, IP Office helps make sure critical information gets circulated quickly.

Need to quickly set up a distribution list for voice mails and emails? The messaging capabilities of IP Office let you do it all through one interface.

Want the ability to set up impromptu conference calls? Use IP Office as your own private, secure conference bridge so everyone can conference on demand, regardless of their location, for faster coordination.

IP Office can eliminate the fees you pay to outside conferencing services. And in addition to the audio call, use IP Office Conferencing to broadcast documents on the Web. A firm that holds just a couple of one-hour conference calls a day with 4 participants (or more) can see a return on its investment in as little as 9-10 weeks (depending on location and provider fees.)

Easily manage your communications system

We know that growing companies have better things to do than administer their communications system—particularly if they have more than one office. With IP Office, you can manage the entire communication system from one location via a single web browser interface. That means you can manage multiple systems across multiple sites from one location. Add and delete employees, change system settings and make it easy for employees to move from site to site and office to office. Avaya IP Office simplifies the job of managing multiple locations—formal offices, offices in a home, temporary work locations, etc.

You can rely on Consolidated Technologies

Consolidated Technologies, Inc. is a leader in providing small-and medium-size businesses with the communications systems, tools and services they need to achieve their business goals.

For more information about how a CTI/Avaya solution for the financial services industry can benefit you, contact us today at 1-888-477-4CTI.



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