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Communications Technology for Insurance and Financial Services

Specialist IT & telecommunications solutions help insurance and financial services deliver a consistent, exceptional customer experience and ensure regulatory compliance while cutting costs and improving operations.


As an insurance or financial services company, you are facing unique challenges.

The insurance and finance industries are ever changing, with new regulatory compliance meaning companies are having to adopt new technology to be compliant.

You need to improve efficiency across your insurance and finance organisations, respond to regulatory change, reduce operational costs and improve IT security. You need a system that can do all of this, and more - meet your customers on every channel and constantly improve their experience so they come to you first and stay loyal to you.

We provide technology for insurance companies and financial services through the following solutions:

Our solutions work together to provide insurance and finance companies the visibility, customer experience and compliance you need.

We help insurers and financial services modernise legacy systems, embrace new technology, leverage digital legacy integration services to reengineer business processes to enhance business agility.  These changes improve operational efficiency, reduce costs, and improve margins, helping to monetise new channels, and prepare for changing business needs.

MiFID II regulations are fast approaching in the insurance and financial industries...

The most urgent reason to consider updating your solutions is to ensure compliance for regulations MiFID II and GDPR. PCI compliance may also apply to you, which is covered at the bottom of this page. These regulations are deliberately vague to encompass technology developments in the future, including the developing field of IoT and AI.

Compliance with MiFID II means upgrading the range of record keeping software you have in order to manage all cloud business communications. Our technology for MiFID II compliance can integrate with call recording, storage inclusive options, PCI compliance services, SIP trunking and cloud telephony for a holistic solution to meet MIFID II requirements. We can provide a single secure portal and cloud security.
New Call-to-actionFind out more about MiFID II in our ebook 




By leveraging Cloud technology, which is both secure, flexible and provides business continuity, you are able to modernise and improve your company’s entire communication system.

Telefonix Voice & Data Technology for Insurance

Data analysis and reporting.

Collaboration across departments and offices is more viable when data analysis can be analysed and information can be shared for fraud detection and customer protection.

Operational cost savings.

Reduce operational costs by more than 20 per cent when you replace your complex legacy IT and communications, helping to accommodate and manage new regulatory compliance.

Customer experience.

Customer experience management has never been easier with a central web portal to control call routes and screen pops for agents to know your customer’s history, with customisable reports.

Regulatory compliance.

Our call recording for insurance companies and reporting solutions comply with PCI DSS, HIPAA, MiFID II and GDPR.

Your insurance and finance services are more customer compliant with our support

Telefonix Voice & Data Faster Cloud Technology for Insurance

Faster, more efficient processes and collaboration

Cloud, on-premise and hybrid systems improve system performance and efficiency with more security, backup and unlimited storage.
Telefonix Voice & Data Better Risk Managment Technology for Insurance

Better visibility and risk management

Bring audit, compliance, risk management and legal departments together to meet regulations and improve the customer experience
Telefonix Voice & Data MiFID II Technology for Insurance

Protect data and ensure regulatory compliance

Call recording, reporting and unlimited cloud storage solutions can meet MIFID II regulations whatever your business size or requirements.

The Customer Experience is a top priority for insurance and finance companies

Our collaboration solutions help you lead, manage and develop your team whilst also empowering you to deliver a high level of client service and control over the end-to-end customer experience. Through unified communications across a range of devices, you can maintain a high level of consistency in customer interactions and service.

Ensure you maintain a high level of cyber security to ensure your customer data is safe and secure, and prevent any risk of a damaging breach, which could potentially have a detrimental impact on your business.

Cloud telephony solutions promote team engagement and customer engagement seamlessly across any barriers - including moving or expanding your business to new offices.

Adaptable call routes to hunt groups based on different criteria creates a consistently high standard of customer experience and ensures your customer can get the right answers the first time they call.


Create personalised experiences for your customers

Don't lose the human touch as you move to digital from a traditional brick/mortar point

Move from transactional, routine transactions to engaging in real time. Personalize your mobile services to differentiate your offerings and boost brand loyalty. Give your customers the self-service capabilities they are looking for, with the ability to escalate seamlessly to a live agent via voice or video—complete with co-browsing and content sharing.

In the shift from brick and mortar branches to online banking, you increase efficiency and reduce costs but you don’t want to lose the all-important human touch. Modern consumers want personalized experiences that matter. Embed BlueJeans video platform in your online app, and offer customers secure, face-to-face contact from anywhere.

Customer preferences and expectations are changing. Meet them on their terms, seamlessly, using solutions from self-service to mobile to social. Avaya IP Office Contact Centre brings a new dimension of customer service to finance companies.


Read our Customer Experience Blogs

There are numerous benefits to moving from insurance & finance legacy systems

Telefonix Voice & Data Easy to Migrate Technology for Insurance

Easy to migrate

It is easy to move to the cloud or hybrid if your system is currently only on-premise. Cloud telephony can be easily rolled out across your company without any interruption to your business.
Telefonix Voice & Data Easy to Control Technology for Insurance

Easy to control

With an updated system, an intuitive web portal allows you to direct calls across your business quickly and easily.
Telefonix Voice & Data Easy to Manage Technology for Insurance

Easy to manage

24 hour support is provided by Telefonix Voice & Data, ensuring maximum efficiency and as little downtime as possible when faults occur.

Do you take card payments on the phone? Ensure your PCI compliance ready for GDPR in May

If your business takes card payments over the phone, are you adhering to PCI compliance? By utilising RevoPCI, you can ensure that you don't fall foul of the requirements that are in place.

RevoPCI allows you to take card payments through a secure keypad entering process, ensuring no data is delivered to the agent and the details are securely sent to the payment provider.

With GDPR regulations covering the protection of consumers' data, the RevoPCI solution prepares you for the new rules set to be introduced.

Read our blog to find out more.

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Find out more about RevoPCI in this informative datasheet

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We love helping businesses like yours.  No sales pitches, just sound advice. 

Book a half hour chat with one of our experts to discuss your business challenges and find out how our products work.