Financial Services

Office Phone System Solutions For Financial Services

VoIPNow PBX/Star2Star offers solutions to the unique challenges faced by financial services professionals


Accurate, immediate communications are absolutely critical in the world of finance, where a single wrong digit can cause millions in damages and everything can turn upside down in minutes. VoIPNow PBX/Star2Star guarantees 99.999% reliability so financial services professionals stay in contact with their organization or their clients. VoIPNow PBX/Star2Star even provides extensive disaster avoidance and recovery protections such as StarRecovery™, automatic backup and failover, and voicemail access from email so financial professionals are never out of touch.


The nature of the financial services industry dictates that those involved must be able to communicate however the situation demands. In a single day, an agent may need to fax important documents, participate in a videoconference with upper management, and call a dozen or more clients on the phone. VoIPNow PBX/Star2Star provides solutions such as Analog Fax, Digital Fax, StarChat, Video Meetings Conferencing, StarConferencing, and more that ensure that earnings are never limited by an inability to communicate.


A huge amount of what the financial services industry does is done on the road, whether it is a meeting with a client at a local restaurant or presentation to potential investors across the country. However, business doesn’t stop when an agent leaves the office. Financial services professionals have to be reachable, wherever they are. VoIPNow PBX/Star2Star enables an unprecedented level of mobility with features such as Find Me - Follow Me, the StarPhone™ for Desktop, and Receptionist Console, making sure an agent’s ability to communicate is never hampered by their physical location.

Industry Case Study

Tarlov Financial Group

Financial Services

  • How Tarlov Financial Group faced special communications challenges based on their executive’s mobile lifestyle
  • How VoIPNow PBX/Star2Star was able to solve these challenges with mobility-enhancing features
  • How other VoIPNow PBX/Star2Star features improved Tarlov Financial Group’s communications and operating efficiency
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