- Solutions for Legal & Financial Services
Cloud calling provides powerful advantages for legal and financial professionals. With WestVox, firms can easily scale their communication systems to handle high call volumes without the need for costly hardware. Built-in security features help protect sensitive client information and support regulatory compliance. By shifting to a cloud-based system, businesses reduce infrastructure costs while gaining flexibility. WestVox also integrates seamlessly with CRMs, billing software, and other cloud tools streamlining operations and improving overall efficiency.
Key Benefits of the Legal & Financial Services:
Regulatory-Grade Data Security
7-Year Audit-Ready Retention
Customized IVR & Call Routing
Detailed Call & Contact Logs
Crystal-Clear, Low-Latency Calls
Intelligent Agent Matching
Source-Based Caller ID
Advanced Performance Analytics
Flexible Phone System for Legal and Financial Teams
Comprehensive Compliance Toolkit
50+ purpose built tools secure messaging, role based permissions, audit logging to keep your firm fully compliant with FINRA, GDPR and SOX.
Audit-Ready Retention (7 Years)
Encrypted, timestamped storage of all calls, transcripts and metadata for up to seven years perfect for litigation holds, regulatory audits and record requests.
Financial Performance Analytics
Real-time dashboards on call volume, handle times, client satisfaction & ROI identify top performers, optimize workflows and control costs.
Secure Client IVR
Customizable self-service menus that verify account numbers, route VIP investors to senior advisors, and escalate urgent legal inquiries in seconds.
