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NUACOM gives banks, insurers, wealth managers, finance departments and FinTech companies a cloud-based VoIP phone system with up to 10-year call recording, intelligent call routing, improved scalability for handling high call volumes, enhanced security for sensitive client information, cost savings on infrastructure, and seamless integration with other cloud-based applications for streamlined operations.
4.8/5 stars
4.8/5 stars
4.8/5 stars
Disconnected systems, incomplete call records, and costly PBX hardware are exposing financial businesses to compliance risk and operational inefficiency every day.
Regulators require auditable records of client conversations. Without automatic call recording and a secure up to 10-year archive, your firm faces exposure during audits and dispute resolution.
Financial services businesses handle highly sensitive personal and financial data. A phone system that lacks security-compliant data handling puts your firm and your clients at risk.
When advisors and relationship managers manually update client records after calls, data quality suffers. Integration gaps mean lost context, duplicated effort, and missed follow-up opportunities.
Without real-time call analytics and performance dashboards, finance managers can't identify top performers, monitor service quality, or make data-driven staffing decisions.
Unanswered calls are lost revenue. Without intelligent IVR routing, hunt groups, and after-hours voicemail-to-email, high-value client enquiries fall through the cracks.
On-premise PBX systems require expensive hardware, specialist IT maintenance, and inflexible contracts. Financial firms switching to cloud VoIP regularly reduce telephony costs by 50% or more.
Join 25,000+ users who have replaced legacy PBX with a phone system built for regulated industries.
50+ business-oriented features to empower your team.
Ensuring the secure storage of important data while complying with legal and regulatory requirements. While remaining security Compliant.
Utilize insightful data gathered from your call center to make informed decisions. By leveraging complex statistics and real-time call monitoring, you can identify areas for improvement in team efficiency, recognize top performers, and optimize cost management.
Benefiting financial services companies by automating customer interactions, providing self-service options, improving call routing efficiency, and enhancing overall customer experience and satisfaction.
Benefiting financial services companies by automating customer interactions, providing self-service options, improving call routing efficiency, and enhancing overall customer experience and satisfaction.
Ensuring the secure storage of important data while complying with legal and regulatory requirements. While remaining security Compliant.
Utilize insightful data gathered from your call center to make informed decisions. By leveraging complex statistics and real-time call monitoring, you can identify areas for improvement in team efficiency, recognize top performers, and optimize cost management.
50+ business-grade features – designed for regulated financial environments, remote teams, and high call volumes.
NUACOM’s cloud infrastructure is certified ISO/IEC 27001:2022, encrypted, and configurable data retention policies. Built to meet the data protection standards that financial institutions require.
Build multi-level IVR menus to route callers directly to the right advisor, department, or product team – every time. Reduce time-to-answer, eliminate transfers, and deliver a professional first impression from the first ring.
When a client calls, their full record surfaces instantly – name, account history, previous call notes, and open actions – synced directly from your CRM. Advisors arrive prepared for every conversation with zero manual lookup.
Monitor call volumes, response times, missed calls, and agent performance in real time. Identify top performers, spot service gaps, and make evidence-based decisions on staffing, training, and capacity planning.
Agents can log structured notes and tags during or immediately after every call. Notes sync automatically to your CRM, creating a complete client interaction timeline – ideal for relationship management and handover continuity.
Send and receive SMS from your business number directly within the NUACOM app. Ideal for appointment confirmations, document reminders, and follow-up communications with clients who prefer text over calls.
NUACOM is fully cloud-based – advisors and finance staff work seamlessly from the office, home, or on the road using desktop apps, mobile apps, or desk phones. All calls are recorded and centrally logged regardless of location.
Configure hunt groups so incoming calls cascade across your team until answered. Manage queues for high-volume periods and connect multiple branches or offices under a single unified phone system.
Missed voicemails are transcribed and delivered directly to the assigned advisor’s email. No message goes unaddressed – even outside business hours – keeping client service levels consistently high.
Managers can listen to live calls, whisper guidance to advisors without the client hearing, or join calls to support complex client situations – an essential tool for compliance oversight and team development.
Connect NUACOM to Salesforce, HubSpot, Zoho, Bullhorn, Pipedrive, and 100+ other tools. Call logs, recordings, and notes sync automatically – eliminating manual data entry and keeping client records complete and accurate.
Whether you’re a high-street bank, a boutique wealth manager, or an in-house finance department, NUACOM adapts to your workflows and compliance requirements.
Internal finance teams – in companies of any size – need a professional, reliable phone system that keeps confidential financial conversations secure and supports seamless collaboration with suppliers, clients, and internal stakeholders. NUACOM provides enterprise-grade telephony on an SMB-friendly budget.
Retail and commercial banks manage high inbound call volumes across multiple branches and departments. NUACOM’s intelligent IVR routes customers to the right team instantly – whether they’re calling about a loan, a business account, or a complaint – reducing call handling time and improving first-call resolution.
Investment banking teams require a phone system where every conversation is captured, searchable, and audit-ready. NUACOM provides secure call recording with up to 10-year retention, ensuring that deal conversations, advisory calls, and transaction discussions are always on record and accessible to compliance teams.
For wealth managers and financial advisors, every client interaction is a relationship asset. NUACOM ensures no call goes unrecorded or unlogged – giving advisors full call history, AI call notes, and seamless CRM sync so they arrive prepared for every client conversation and maintain complete portfolio records.
Insurance businesses field high volumes of claims calls, new business enquiries, and renewal conversations. NUACOM’s call queuing, IVR routing, and real-time analytics help insurers manage peak periods efficiently while keeping every interaction recorded and searchable for dispute resolution and FCA compliance.
FinTech businesses need a phone system that scales as fast as they do. NUACOM’s cloud-native architecture means adding new users, opening new numbers, or connecting new tools takes minutes – not days. Integrate directly with your tech stack via open API and build the exact communication workflow your product and support teams need.
No hardware. No engineers. No downtime. NUACOM’s cloud setup is designed to get financial services businesses fully operational faster than any on-premise alternative.
Select local, national, or freephone numbers for each department or branch. Port your existing numbers with zero disruption to clients or operations.
Build your call routing menus, hunt groups, and department queues using NUACOM’s intuitive IVR builder – no technical expertise required.
Step by step integrations with Salesforce, HubSpot, Zoho, Bullhorn, and 100+ other tools. Your client data stays in sync from the first call onwards.
Invite your team, install the desktop or mobile app, and take calls. All recordings begin automatically from day one – nothing to configure, nothing to miss.
NUACOM integrates with the tools your advisors, relationship managers, and support teams use every day – keeping data accurate and saving hours of manual effort each week.
We offer 100’s of integrations to streamline communication and collaboration within your organisation. These integrations enable users to synchronise their phone system with their CRM, help desk, or other business tools, making it easier to manage communications and customer interactions more efficiently. For a full list of integrations please contact our sales team for a free product demo.
“The call recording and analytics features have completely transformed how we manage client interactions. We used to rely on manual notes – now every conversation is captured and searchable. The compliance team is delighted.”
“We switched from a legacy PBX system to NUACOM for our wealth management practice. The setup took less than a day, our advisors were trained within a morning, and the CRM sync with Salesforce is flawless. A genuinely excellent product.”
“As a FinTech company scaling rapidly across multiple markets, we needed a phone system that could grow with us. NUACOM handles multiple country numbers, integrates natively with our CRM, and the analytics dashboard gives us exactly what we need to manage the team remotely.”
NUACOM is the leading cloud VoIP phone system for financial services companies. It offers up to 10-year call recording and retention, secure and compliant infrastructure, intelligent IVR routing, real-time analytics, and 100+ CRM integrations – purpose-built for banks, insurers, wealth managers, FinTech firms, and internal finance departments.
Yes. NUACOM stores all call recordings securely for up to 10 years, ensuring your firm meets regulatory record-keeping obligations. All data is encrypted and compliant, providing a complete audit trail for compliance reviews and dispute resolution.
Absolutely. NUACOM integrates with Salesforce, HubSpot, Zoho, Pipedrive, Bullhorn, and 100+ other CRM and business tools. Calls are automatically logged, recordings are synced, and caller data surfaces instantly via screen pop – eliminating manual data entry and giving advisors full client context on every call.
Yes. NUACOM is actively used by retail banks, commercial banks, insurance companies, asset and wealth management firms, FinTech companies, and internal finance departments. Its features – including multi-site routing, call recording, compliance archiving, IVR, and analytics – address the specific communication needs of regulated financial institutions.
NUACOM is a fully cloud-based system that requires no hardware installation. Most financial services businesses are fully operational within 24 hours. You can port existing numbers, configure IVR menus, set up call recording, and connect your CRM before your first working day.
Yes. Because NUACOM is fully cloud-based, advisors, brokers, and finance staff can make and receive calls from any device – desktop, mobile, or softphone – from any location. All calls are recorded, logged, and accessible in the central dashboard regardless of where the call is taken.
Join 25,000+ businesses already using NUACOM. Book a personalised demo and see how the platform handles call recording, compliance, and CRM integration for financial services teams.
4.8/5 stars
4.8/5 stars
4.8/5 stars
