Document Overview: Cross Connect for Financial & Professional Services

Document Overview: Cross Connect for Financial & Professional Services

This brochure outlines how the Cross Connect Unified Communications platform is specifically engineered for the highly regulated financial and professional services sectors

. It provides a secure, compliant, and highly scalable environment that unifies voice, video, messaging, and CRM data into a single platform

A Role-Based Communications Architecture Rather than a 'one-size-fits-all' approach, the platform allows firms to combine four distinct user profiles within the same managed ecosystem

  • Cross Connect (Standard): The core platform for partners and advisors, offering full unified communications functionality across desk phones, mobile apps, and browsers

  • Reception: Empowers front-of-house staff with enterprise-grade Attendant Consoles and intelligent, speech-recognition IVRs to manage caller routing efficiently

  • Contact Centre: Provides client-facing support teams with advanced contact centre capabilities, including intelligent routing, real-time analytics, and sentiment analysis

  • Low-Use Extensions: A highly cost-effective licensing option to connect shared desks and back-office areas without paying for unused features

  • Compliance by Design Crucial for financial operations, the platform natively integrates Premium Call Recording and Analytics powered by Smarsh


. This guarantees secure, AI-driven oversight and ensures automated compliance with strict global regulations, including GDPR, MiFID II, PCI DSS, and the Dodd-Frank Act

Unwavering Reliability & Integration To support the critical nature of financial transactions, the platform delivers an exceptional 99.999% uptime, hosted securely on the Oracle Cloud Infrastructure (OCI)

It also seamlessly integrates with Microsoft Teams and over 400 major CRM applications—such as Salesforce, Dynamics 365, and HubSpot—providing professionals with click-to-dial functionality and instant contact pop-ups to streamline their workflows
.

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