Choose your niche · Financial Services
Business phones built for financial services
Whether you are an independent adviser or a growing financial services firm, client trust hinges on being reachable, discreet and compliant. Niche Telecommunications designs phone and internet solutions that keep advisers connected while protecting sensitive client conversations. With deep experience across business phone and internet services, we build a solution around the way your firm actually works — bringing enterprise-grade functionality to teams of every size.
Why choose Niche
Built around how financial services actually work
Connectivity
Secure, compliant call handling
Devices
Reliable business-grade internet
Flexibility
Hybrid and branch-office ready
Call routing
Call recording for compliance
Reliability
Direct lines for each adviser
Integration
Integrate with your CRM and planning tools
What you get
Features that help financial services firms stay connected and compliant
The right connection for a firm that can’t afford downtime
Dropped calls and outages cost you client confidence. We match you to the optimum internet service — from business-grade NBN to true Gigabit fibre — so advisers stay online during market hours and client meetings.
Reach clients from the desk, the computer or the mobile
Take and make calls on a desk phone, softphone or mobile app, wherever advisers are working — branch, home or client site — all under your business number and with the same professional experience.
Call routing and recording designed for compliance
Route calls by time of day, to reception, an auto-attendant or the right adviser through ring groups and queues. Built-in call recording and transcription support your record-keeping and compliance obligations.
Integrate with the tools your firm already runs on
Connect to Salesforce, HubSpot, Microsoft Teams, Xero and more. Click-to-dial from your CRM, identify inbound clients instantly and log calls automatically against the client file.
An abundance of features
Enterprise phone features, ready when you need them
Operator Panel
For when your team needs a comprehensive view of call activity, ring groups, queues, parked calls and group voicemails. Enhance visibility of extensions and streamline call handling.
Greetings & Menus
An IVR menu empowers callers to choose the right department or extension within your business, all at the touch of a button.
Call Queues
Getting busier? Add a call queue — like a virtual waiting room, callers hold for the next available team member, with information or promotions while they wait.
Voicemail to Email
Have voicemails delivered straight to your inbox as audio and text, so messages are never missed and can be actioned from anywhere.
Virtual Mobile
Stay connected with a dedicated business number on a personal device — no second SIM or handset. Ideal for remote teams, mobile staff and anyone separating work and personal calls.
Analytics
Real-time and historical call analytics reveal call volumes, response times, missed calls and user performance so you can optimise workflows.
Questions
Frequently asked questions
Can Niche phone systems support compliance for financial services?
Yes. Our systems include call recording and transcription to support record-keeping and compliance obligations, with enterprise-grade encryption protecting sensitive client conversations.
Can advisers take business calls on their mobile?
Yes. The softphone app for iOS and Android lets advisers make and receive calls under your business number from any device, in the office or out.
Does it integrate with our CRM and planning tools?
Yes. We integrate with Salesforce, HubSpot, Microsoft Teams, Xero and more for click-to-dial, caller recognition and automatic call logging.
Ready to sort out phones for your financial services business?
Talk to a specialist about a solution tailored to how you work. No obligation, just straight answers.
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