Learning Hub

Blogs

Recent Blogs

Celebrating a Year of Success: 3CX v20 Upgrades with Voxtelesys

Celebrating a Year of Success: 3CX v20 Upgrades with Voxtelesys

3CX
Business Solutions
Call Center
Celebrating a Year of Success: 3CX v20 Upgrades with Voxtelesys2024 has been an incredible year for 3CX upgrades, and we’re proud to announce a milestone worth celebrating! Over the past 12 months, our team at Voxtelesys has completed or assisted in over 1,000 upgrades to 3CX Version 20. Of these, more than 700 upgrades took place within our hosted environments, ensuring our clients enjoy a seamless transition with optimized performance and management capabilities. Learn More
A Year of Success at Voxtelesys: Milestones and Achievements

A Year of Success at Voxtelesys: Milestones and Achievements

Call Center
Business Solutions
A Year of Success at Voxtelesys: Milestones and AchievementsAt Voxtelesys, 2024 has been a year of expansion, connection, and milestones. From attending industry-leading conferences to growing our network and hosting our first training event, we’ve made significant strides in advancing our capabilities and strengthening our relationships with partners and clients alike. Here’s a look back at some of the highlights. Learn More
2024: A Year of Growth & Excellence for the Voxtelesys Support Team

2024: A Year of Growth & Excellence for the Voxtelesys Support Team

Support
Business Solutions
3CX
2024: A Year of Growth & Excellence for the Voxtelesys Support TeamAt Voxtelesys, we pride ourselves on delivering unmatched support to our customers. In 2024, we took bold steps to enhance our support team, ensuring that our clients receive the expertise and assistance they need when they need it. With a focus on growth, certification, and strategic restructuring, our team is now better equipped than ever to deliver exceptional service. Learn More

Popular Blogs

2024: A Year of Growth & Excellence for the Voxtelesys Support Team

2024: A Year of Growth & Excellence for the Voxtelesys Support Team

Support
Business Solutions
3CX
2024: A Year of Growth & Excellence for the Voxtelesys Support TeamAt Voxtelesys, we pride ourselves on delivering unmatched support to our customers. In 2024, we took bold steps to enhance our support team, ensuring that our clients receive the expertise and assistance they need when they need it. With a focus on growth, certification, and strategic restructuring, our team is now better equipped than ever to deliver exceptional service. Learn More
3CX Version 20

3CX Version 20

Call Center
SMB
PBX
3CX Version 20Take advantage of our offer: No setup fees will be charged for upgrading to 3CX V20 with Hosting by Voxtelesys until March 2024! - 2 Core, 2 GB All 3CX's hosted by Voxtelesys come standard with a minimum of 2vCore and 4GB's of memory, so no worries here. - Sufficient Disk Space needed. Ensure a minimum of 5 GB of free disk space - The source list must remain unaltered for a successful upgrade; any modifications will result in failure Remove any additional source lists. If you are utilizing Microsoft Azure, verify by checking "cat /etc/apt/sources.list.d/microsoft-prod.list." Learn More
3CX's Latest Release: Geo-Routing Headers Take the Lead in Dynamic E911 Integration

3CX's Latest Release: Geo-Routing Headers Take the Lead in Dynamic E911 Integration

3CX
911
Calling
3CX's Latest Release: Geo-Routing Headers Take the Lead in Dynamic E911 Integration3CX is leading the telecommunications industry with its new release, v20, which features an innovative integration of Dynamic E911. The main change in this update is that 3CX has decided to use geo-routing headers. This move simplifies the process and enhances the reliability and efficiency of emergency call routing. Learn More
Home / Learning Hub / Blogs / The Importance of Call Routing in Financial ServicesFAQs
The Importance of Call Routing in Financial Services
Call Center
Dialer Routes
Financial Services

Whether you're helping customers through their investment questions or explaining their latest insurance claims, you know that when many customers contact your team, they're already feeling frustrated, overwhelmed, or confused. The help you provide is deeply personal—affecting their very livelihoods or health. Simply put, their calls matter. Using an intelligent call routing service can help you ensure those calls are reliable, secure, and clear so you can hear their every word.



What Does a Call Routing Service Do?

An intelligent call routing service and the traditional linear call distribution models are as different as using Google Maps on your phone and asking a guy on the street for directions. (But first, take a moment to question how we even survived as a species before Google Maps.)

A guy giving you directions can do any number of things. If he's not local and doesn't have the right knowledge, you'll have to find someone else. Maybe he gives you directions, but they're based on landmarks or signals you don't understand (“take a right where the Dairy Queen used to be”). Or, he talks too fast and you leave feeling even more confused. In only a few situations do you get the information you need, the way that you need it.

Then, think about Google Maps (or Waze or whatever you use). It not only gets you where you need to go, but it also takes you right where you need to be using the most efficient route possible while avoiding any specified road features (like freeways or toll roads).

It's more than a bit of a difference, and it's the same difference that working with an intelligent call routing service versus a traditional model provides your customers and their overall experience. But, how can call routing help a financial services company specifically?



Improve Your Customer's Experience

Just like Google Maps, an intelligent call routing service takes callers directly where they need to be. They're not bounced around to different people to answer their questions. They can talk to someone who gives direction directly related to their needs, based on data from recent call logs and messages. And, the call is clear and reliable, ensuring that they actually hear the information.

Simply having direct access to the information they need to know—when they're staring at an insurance claim or their bank account—can vastly improve how a customer feels after an interaction with your company. Rather than three rights to make a left, they get a clear arrow to their destination.



Ensure Security and Affordability with Georouting

We talk more about georouting in an earlier post, but in a nutshell, this advanced call routing system allows you to connect your customers with the agent best equipped to help, wherever that may be. In addition, it can help you avoid high-risk geographical regions you know to be unsafe, so your customer's financial information is kept secure.

For example, if a customer in California calls about a mortgage, they'll want to talk to an agent who understands their state's laws and regulations. Typically, that agent will physically be in California and can answer on-the-ground questions using information that someone in Delaware may not have the same access to.

Think back to how Google Maps allows you to customize certain road features you want to avoid (like toll roads). As a company, you may know that certain regions have lax data security laws or regulations that expose your customers to potential threats. Instead of routing their call through that country, georouting allows you to route it intelligently through a safer area.



Get Data Based on Every Call and Every Contact

Financial teams run on data, and for good reason. Robust data analytics can allow you to make efficient and cost-effective real-time decisions. The same applies to intelligent call routing systems for finance. The best reporting systems are integrated into the full telecommunications suite, and allow you to:

  • Look at your call data to see if a certain campaign is effective or not
  • Find high-volume call periods, based on historical patterns
  • Build custom call routing rules so you can apply findings to future call periods

At Voxtelesys, we know how important reliable and trustworthy communications are for finance service teams. We're skilled at working with you and your company to make your switch to an intelligent call routing system as seamless and secure as possible. Contact us today to see how call routing can help your organization thrive.


Connect with Voxtelesys on Facebook, X, or LinkedIn.

Man in office talking on a telephone

Voxtelesys is your 3CX Titanium Partner & Preferred Carrier. We have your back!

Voxtelesys has everything your business needs get your communications up to date! Business phone system, PBX hosting, SIP trunking, SMS messaging, video conferencing and more. Click here to get started.