IT Financial Services & FINRA Compliance Solutions

Give clients the five-star service they expect via voice, text, chat, or email without breaking the bank.

Provide a seamless, consistent experience to employees wherever they work.

Intermedia has security and privacy controls that address FINRA, SEC, NASD, GLBA, SOX, and more.

Customer Experience - The Best Investment You Can Make

Deliver a positive customer experience with every interaction to create loyal customers who drive more revenue.

Get customers the answers they need quickly by getting them to the right person with intelligent call routing.

Let customers solve requests using self-service voice and chat options (e.g., to check their account balance or make payments).

Integrate with your system of record to deliver real-time customer information for faster account verification and context.

Automatically send timely messages (like payment reminders or promos for new services) via calls, texts, and emails and let clients respond.

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Support employees wherever they work with robust, flexible communication and collaboration tools.

Customers will always see the business phone number, whether your employees call from their laptop, mobile phone, or office phone.

Video conferencing participants can join meetings from their desktop or mobile devices.

Chat messages automatically sync across mobile and desktop apps, so teams can stay connected regardless of location.

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Intermedia delivers the solutions financial firms need to easily manage email and collaborate more effectively.

Get a fully mobile email, calendar, and contacts platform for staff.
Block spam and viruses from Exchange email with 24/7 threat monitoring and protection.
Strong security with two-factor authentication (2FA), the most robust industry standard authentication protocol.
Encrypt email that contains confidential client information.

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