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Unified Communications for the Financial Vertical

In this Whiteboard Friday video our expert examines how you can put unified communications to work for your Financial organization.

If you’re a financial services institution, there are some things you need to think about when you think about deploying unified communications. The first is your network, right? You want to make sure you have a super reliable, super secure network, an MPLS network, something like our Maxxis network that allows those transactions and those conversations to make sure that they’re super-secure between you and your customers or you and your other business partners. The last thing you want to do is have anybody hack into that network and take advantage of some of the sensitive information that you have.

The second thing is a voice infrastructure. If you want to call your clients, and talk about trades, talk about investment strategies, talk about whatever is going on in their financial universe, you want to have a voice infrastructure you can rely on. The last thing you want is a dropped call, or some sort of weird static-y you know, audio issue. You want to make sure that’s as good, as high quality as it can possibly be.

The next one is instant messaging and presence. This is something that you do between you and your colleagues. So if you wanted someone to come over, and consult with you on a given investment idea, or you want to check in with somebody about a trade execute or any of those kind of things, a lot of times, it’s easier than picking up the phone and calling someone, you can just dash them off a quick instant message using something like Cisco Jabber, or Microsoft Lync. And you know that they’re online, because you see the presence indicator right there.

And the last one is video. I think video is something that isn’t probably as appreciated in a lot of industries. I think it’s probably up and coming in many industries. But think about if you’re going to have a conversation with a client how much richer that would be if you could do that face-to-face, whether or not the clients sitting in your office, or sitting in their home office, you can have a video conversation and see them and see their reactions to their investment advice, or see the reactions to the types of financial advice you’re giving them or the way you want to take them into the future. So having a video interaction, I think, makes the whole conversation that much richer.

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