Unified Communication Scheme for the Financial Industry

Scheme Background

Looking at the global financial industry, the market fluctuates frequently and financial disintermediation is intensifying. How to build a more complete channel service system from the inside out through technological means has become an inescapable issue for the development of financial enterprises. Perfect service cannot be separated from efficient communication. The telephone is a voice bridge for communicating with customers and also a platform for internal information transmission. The emerging IP telephone system is based on network communication. It not only can open up new service channels for enterprises but also adds communication means, improves collaboration efficiency and reduces enterprise telephone bills at the same time.

Requirement Analysis

After years of development, the networks of financial enterprises have become relatively mature, and the combination of financial business and information technology is becoming increasingly close. However, the voice networks that carry daily internal and external communications mostly still remain in the traditional analog telephone stage and cannot be integrated with ICT technology. The following problems thus arise:

1. The traditional dialing method is cumbersome and cannot quickly contact customers and colleagues.
2. The functions are relatively backward and it is difficult to improve communication efficiency and service quality.
3. It is independent of the IP network and cannot be integrated with third-party systems.
4. Financial institutions have many branches and frequent business exchanges, and the monthly telephone bills remain high.

Scheme Deployment

• Financial enterprises have numerous branch outlets, and the headquarters and outlets have different requirements for the telephone system. In view of the different application scenarios of financial enterprises, Yeastar has launched a flexible, efficient and reliable IP voice communication solution for the financial industry to help financial enterprises accelerate the comprehensive transformation from traditional to informatization.
• The headquarters of financial enterprises are usually large in scale with numerous departments and a large amount of daily calls, and have extremely high requirements for the security and stability of the telephone system operation.

Headquarters Telephone System

• 01 Deploy two Yeastar IPPBXs of the same model in the computer room and connect them to the network, and enable the dual-machine hot standby function.
• 02 Deploy IP phones, video phones or other terminals on the office desks as needed and register them as extensions of Yeastar IPPBX through the network.

Telecom-level Stability, Uninterrupted Operation

• Built-in dual-system backup and powerful firewall to ensure the telecom-level stable operation of the system.
• Support dual-machine hot standby, automatic switching between the master and backup servers to achieve unattended operation.
• Redundant power supply, disk array and a variety of optional disaster recovery backup mechanisms to provide comprehensive protection.

Rich Choices, Flexible Deployment

• Yeastar IPPBX provides 20 - 2000 users and a maximum of 500 concurrent calls to meet the communication needs of enterprises of different scales.
• There is no need to lay telephone lines. IP phones can be used by connecting to the network, which is convenient for phone expansion and migration.
• Adopt web-based configuration, support automatic configuration of phones and can batch configure mainstream brand IP phones in the market, saving construction time.

Wide Compatibility, Broad Application

• Provide API interfaces, support docking with third-party management systems such as call centers, CRM and OA to realize functions such as incoming call pop-up, click-to-dial, reporting staff number and satisfaction survey.
• Support docking with video conferencing systems and provide external line resources for them to expand the conference scope.
• Support access to external line trunks such as IMS, E1, PSTN, GSM/UMTS of the three major operators.
• Branch Office Telephone System
• The branch offices of financial enterprises mostly directly face customers and need to use more telephone functions to improve service quality.

Rich Functions, Perfect Service

• Multi-level auto attendant, efficiently guides incoming calls from customers, improves customer satisfaction and shapes a professional image.
• Call recording, Automatically stores call content, prevents omission of important information and is convenient for reference.
• Dedicated mobile softphone Linkus, allows to make and receive company calls anytime and anywhere, without missing incoming calls from customers.
• Also provide functions such as call monitoring, voice mail, one number for multiple phones and call queue to strengthen customer communication and improve service quality.
• Multi-point Telephone Networking
• The telephone systems between the headquarters and branch offices of financial enterprises are independent of each other. Dialing between them is cumbersome, which is not conducive to timely information transmission and also has high telephone bills.

Scheme Value

• Efficient Communication, Improved Collaboration
• After the telephone networking, the extensions of the headquarters and branch offices can directly dial each other with short numbers, greatly shortening the dialing process.
• Support video calls. Leaders can have face-to-face communication through desktop video phones, which is more intuitive and private.
• Can use extensions and mobile phones to hold multi-point telephone conferences at any time, provide a visual conference room control panel and easily manage the conference.

Branch Interconnection, Reduced Telephone Bills

• Free calls between remote extensions between the headquarters and each branch office are realized.
• Can capture the external line of any point and dial the local phone number there, changing long-distance calls into local calls and reducing telephone bills.
• Multi-point telephone conferences can be held at any time with zero cost and higher efficiency.