Financial Office Phone Systems

Our reliable, easy to use unified communications solutions will increase your firm’s productivity, connect employees and reduce your IT infrastructure. Let ITC save your staff valuable time and improve your firm’s bottom line.


Easy to manage, reliable call routing

Our PBX systems can easily manage your firm’s call volume and overflow with intuitive system configuration. Configure your operator call group queues to “live” answer or provide special entry and exit messages, custom hold music and recurring comfort messages while providing the caller’s position and wait times.  For operator/receptionists, provide virtual or physical sidecars to monitor user call status before transferring call or sending directly to voicemail. Escalate client calls based on average wait time or a predetermined number of callers currently in queue. Offer callers the option to receive an automatic callback while not losing their place in queue or automatically route calls to the previous agent they spoke with earlier in the day.  For after hours emergencies configure special on-call routing and priority message escalation.

Ease of use & team collaboration

User presence, presence “notes” and instant messaging will provide your workers with secure communication channels and visibility into current staff location and status.  Quickly setup speed dial and frequently called contact lists. For outbound calling, effortlessly dial from any document, web page or electronic record.

Mobile & desktop solutions for satellite offices and remote workers

Allow your staff to work remotely using a mobile or desktop application to send and receive calls as if they are located in your company's headquarters or a satellite office. User presence, presence “notes” and instant messaging will again, connect your employees like never before.


Call recording and archiving

Don’t let poor consultant, vendor or client communication leave your firm exposed. Our PBX call recording solutions let administrators easily enable or disable call recording at the user or call group level.  Call groups can be configured for automatic full-time call recording, on-demand or both and allow agents to pause the recording while capturing sensitive client information. For verification or auditing purposes, management can easily review, listen to or download recent call recordings directly from the PBX via a desktop application.  We also offer enterprise-grade solutions to permanently archive all call recordings on a dedicated server.

Comprehensive real-time monitoring

Managers have powerful monitoring tools to view real-time call statistics via a desktop application or web browser. Configure notification alerts by service level, caller wait time or number of callers waiting in queue.  Managers can silently monitor operators or agents and whisper or barge-in for those difficult calls. For busier offices with a call center type environment consider a wallboard display that provides real-time statistics to agents, supervisors and executive management.


Easy to use historical reporting

Our reporting solutions provide powerful templates and tools to extract statistical data on inbound and outbound calling for your organization.  Configure and schedule reports to be automatically generated and delivered via email or upload to a shared network folder or drive. Search for specific calls drawing from a comprehensive list of available fields.  Export report data into your preferred file type with options that include PDF, Excel, CSV, HTML or XML.

Voicemail message transcription

Are your staff tired of having to listen through endless new voicemail messages or simply want the ability to quickly reference a voicemail’s text?  If so, then this service is a perfect fit. Within a minute or two of receiving a voicemail message, your users will receive an accurate transcription of the voicemail received.

Short Message Service (SMS)

Does your firm need to periodically send internal text message blasts to let staff know about important events or weather closures?  Find out how SMS services can be successfully integrated into your firm's communication platform.

3rd Party Integration

We may have the ability to integrate with your agencies CRM,  business applications or 3rd party tools. Let us know your current system needs and our team will provide a workable solution.

Ready to Get Started?

Get in touch to schedule a free consultation with one of our experts.