Reliable, Global Voice Solutions for Financial Services & Fintech

Power seamless client communication, support, and global expansion with virtual phone numbers, advanced voice features, and AI-powered insights.

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Trusted by 8,000+ Global Brands Worldwide

Why Financial Institutions Choose United World Telecom

In the world of finance, trust, security, and accessibility are everything. Your clients expect real-time support, reliable connections, and a secure experience—no matter where they are in the world.

With United World Telecom, financial institutions get:

Global phone coverage with local presence in 160+ countries
Compliant, scalable voice solutions for client support and advisory services
Built-in AI tools to track agent performance and customer sentiment
Advanced call routing for multiple teams and time zones

“Best in class service and support. The product has helped me meet business needs with regard to increasing customer contact. Highly recommend United World Telecom to anyone who needs the ability to reach worldwide destinations with ease”

— Eduardo Reyes, IT Support Specialist at FXCM
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Integrates with your favorite CRMs

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Core Communication Challenges in the Financial Sector

High volumes of international client calls
Limited phone support in emerging markets
Low answer rates due to unknown or foreign caller IDs
Manual follow-ups and disjointed data across CRMs
Security and compliance requirements (e.g., call logging, consent-based recording)

Establish Global Reach Without Compromising Trust

Finance customers value familiarity and consistency. With UWT, you can:

Provide clients with local support lines in their country
Use localized caller ID for better engagement and higher call pickup rates
Deploy IVR in multiple languages for a more professional experience
Track call traffic and performance with advanced analytics

Whether you're entering new markets or optimizing support in existing ones, our network coverage spans 160+ countries.

Improve Performance with Advanced Analytics

Maintain operational transparency and give your clients visibility into call and team performance through our Call Reports and AI Call Insights suite:

Call Activity & Custom Reports
to view call traffic and performance for specific periods, phone lines, locations, or agents.

Call Recording
to record and store calls for reference, quality control, compliance, and liability protection.

Call Transcriptions
to convert calls to text for quick reviews and searchability.

Call Summaries
for quick visibility into long conversations.

Sentiment Analysis
to flag urgent or emotionally sensitive calls.

Keyword Search
to surface patterns across calls (e.g. complaints, delays).

Transcription Translation
for multi-market visibility to help providers working with multilingual populations.

These tools help teams stay organized, reduce follow-up time, and improve the caller experience—especially in high-volume call environments.

Tailored Features for the Financial Services Industry

Local & Toll-Free Numbers
Offer global customer support without opening physical offices

Outbound Calling & Local 2-Way Voice
Use a local caller IDs for outbound calls to boost answer rates

Advanced Routing Rules
Route calls by time zone, location, or language via IVR systems

Call Analytics & Reports
Monitor call volume, agent performance, and call trends

Softphone Apps & Web Dialer
Make and receive calls on any device, anywhere

AI Call Insights
Summaries, transcripts, and sentiment ratings for every call

CRM Integrations
Seamless integration with Salesforce, HubSpot, Zoho, and more

Call Recording & Storage
Maintain call records for audits and compliance purposes

24/7 Customer Support
Get real-time assistance for global operations

Dedicated Account Management
Enjoy personalized guidance and support for your communication needs

Phone Solution Built for the Financial Services Industry

admin team

For Client Advisors

Use local outbound caller ID
Access call recordings for portfolio reviews
Log calls and notes into your CRM

customer support

For Customer Support Teams

Route calls based on VIP callers or language
Enable voicemail-to-email for faster follow-ups
Monitor sentiment to identify churn risks

compliance and ops

For Compliance & Ops

Store and review call recordings securely
Generate usage reports and CDRs
Audit transcripts and summaries for risk indicators

Easily Integrate with Your Workflow

Bring voice to the platforms you use every day with our softphone integrations!

Integrate our cloud phone service with your favorite CRMs or help desk software, including Salesforce, Zoho, Zendesk, HubSpot, Pipedrive, MS Teams, etc.

These integrations require no coding or complex setup. Use features like click-to-call, automatic call logging, and transcript syncing—all without switching tabs.

Why Choose United World Telecom?

Give your team the tools to serve clients faster, better, and with full transparency.

We have over 28 years of experience catering to the communications needs of financial institutions, forex organizations, fintech companies, investment firms, and insurance providers.

Our global sales team can help you find the right phone solution for your financial services business.

Talk to an expert or book a demo today!