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Independent financial firms can develop lifelong relationships with customers based on the quality, timeliness and value of their investment advice. Similarly, venture capital firms require the ability to easily communicate with investors as well as managers of portfolio companies. Financial consultants of all sorts need powerful communications systems that allow them to efficiently manage their time while providing value-added counsel and services.
No small-to-medium size financial services firm wants to invest tens-of-thousands of dollars in building telephony infrastructure, but all want the ability to create closer bonds with customers through timely advice and the sharing of investment opportunities. IP Centrex services cost too much and deliver too little value in terms of features and benefits, and the alternative of selecting, deploying and maintaining an IP PBX is no more appealing because of the cost impacts and the burden on the organization to maintain and manage the system over time. Whaleback Systems offers financial services firms a managed service that provides superior alternative to selecting IP Centrex or purchasing an IP PBX. Whaleback developed the CrystalBlue Voice Service specifically to address the needs of Small and Medium Businesses (SMBs). It overcomes the limitations of IP Centrex services and offers the richest set of IP services available. It combines the features of IP PBX platforms and Key Systems Units and offers a broad set of feature set tailored to meet the needs of SMBs. Read why a mortgage firm gave up on its Centrex service and immediately reduced its monthly telecommunications costs dramatically while benefiting from advanced calling and productivity features. Learn why a private investment firm selected CrystalBlue, and find out why a loan originator selected CrystalBlue when it needed a reliable, high-quality voice service that could be expanded to support the company's corporate growth. You can also read our financial firms industry brief for more information on the value financial services organizations can receive from the CrystalBlue Voice Service or contact us if you would like to be contacted by a Whaleback representative to discuss the value your financial services firm can receive from deploying the CrystalBlue Voice Service.
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