Investment & Finance

Business Phone Systems for
Financial Firms

VoIP Services Now sets up business phone systems for financial firms, with call recording and 10-year retention on the Pro plan, and voicemail delivered to named inboxes rather than a shared box.

In financial services the recording and the retention policy are the product.

Get a Quote See Plans & Pricing (866) 601-3636

What handles it

Records retrievable years later10-year data retention on Pro
Proof of a client instructionCall recording with automatic announcement (Pro, or $8/mo)
Restricted access to recordingsPer-extension voicemail to named inboxes
Calls that survive an office outageCall forwarding and mobile apps

Quick Answer

Who sets up business phone systems for financial firms?

VoIP Services Now is the business phone service run by SRS Networks, a Salinas, California company operating since 1996. Financial firms get automatic failover to mobiles if the office loses power or internet, call recording (included on Pro, $8 a month on Basic and Plus) with California's two-party consent announcement, and ten-year retention on Pro; anything beyond ten years may need an export process, raised at scoping. Service starts at $11.99 per user per month with a 1-year commitment, plus taxes and regulatory fees. Optional equipment rental and onsite installation are separate. Call (866) 601-3636.

The Requirement

What Do Financial Firms Need from a Phone System?

Advisory and investment firms operate under record-keeping obligations that outlast most phone contracts. A client instruction given on a call has to be retrievable years later, which makes retention length a procurement requirement rather than a feature preference.

Second, access control. Recordings and voicemails containing client financial information should not be reachable by everyone in the office, and the default configuration on most systems is more permissive than a compliance officer would choose.

Third, continuity. A firm that cannot take client calls during an outage has a client-trust problem, not an IT problem. Calls should fail over to mobiles automatically rather than after someone notices and makes a change.

How It Works

How We Configure a Phone System for Financial Firms

What you need	Feature or scope to confirm
Records retrievable years later	10-year data retention on Pro
Proof of a client instruction	Call recording with automatic announcement (Pro, or $8/mo)
Restricted access to recordings	Per-extension voicemail to named inboxes
Calls that survive an office outage	Call forwarding and mobile apps
A professional front door	Auto attendant with department menus
Confidential client discussions	Video meetings up to 100 participants

Full feature list Plans and pricing

Quote comparison

Compare the Work Behind the Monthly Rate

Use the same scope with every provider. Professional installation is available from several providers; compare the actual tasks, terms and costs.

Compared on	Ask every provider	VoIP Services Now
Physical installation	Who installs, which devices, and what work is excluded?	Onsite installation is available and quoted separately for your site.
When call quality drops	Who investigates the account, local network and internet connection?	Support can investigate call signalling and the network path. Agree access and responsibility for third-party network changes.
Cabling or a new drop	Is it included, separately priced or assigned to another vendor?	Network and cabling work can be scoped with SRS Networks. It is not included in a user-plan price.
Contract	What is the term, equipment ownership and cancellation obligation?	Monthly with a 1-year commitment, or month-to-month at a higher rate. A committed plan bills for 90 days after cancellation is requested; rented equipment must be returned.

Where We Install

Installed Onsite Nationwide, and Locally from Salinas

We install from Salinas on the Central Coast and in the South Bay, and through SRS Networks’ deployment teams elsewhere. Installation is separately quoted; these links describe service areas, not branch offices.

Salinas Monterey Watsonville Santa Cruz Gilroy San Jose Capitola Hollister Gonzales Santa Clara Sunnyvale Milpitas Bay Area

Other Industries We Set Up Phone Systems For

Plan a phone system for financial firms

Get a phone-service quote with the installation scope spelled out. Compare the whole job before deciding which provider fits.

Request a phone-system quote

Step 1 — What do you need?

Your contact details

Only the four contact fields marked * are required. Add project details if you have them; you can discuss the rest with our team.

Name *

Business name *

Phone *

Email *

Text me about this request. I agree to receive text messages from VoIP Services Now about my request, appointment reminders and follow-ups at the number above. Msg frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of purchase. Privacy Policy · SMS Terms

Installation city / ZIP (optional)

For multiple sites, list the cities. We confirm installation scope for each address.

How many phones / users? (optional)

Current provider (optional)

Contract status (optional)

Locations (optional)

Anything still on a copper line? (optional)

Anything else we should know?

Describe your call-routing or installation needs. Do not include passwords, account PINs, payment details or patient information.

A member of our team calls back, usually within one business day. Your details are never sold.

What to settle before you switch

1
We review your requirements
Start with users, site locations and the system you have today. You do not need a finished specification to ask for a quote.
2
Separate service, equipment and installation
Ask for the recurring plan, optional desk phones, onsite work and applicable fees to be shown separately. Site readiness and devices determine the installation scope.
3
Agree the port and installation plan
Contract dates, site access and carrier confirmation shape the target cutover. Keep current service active until the number transfer is confirmed complete.

Frequently Asked

Financial Firm Phone System FAQs

How long can call recordings be retained?

Ten years on the Pro plan. If your retention obligation is longer than that, say so during scoping — the answer may be an export process rather than the platform alone, and it is better to know before you sign.

Does California's consent law affect our recordings?

Yes. California is two-party consent, so a recorded call needs an announcement to the other party. The system plays one automatically. We enable it by default.

Can we limit who hears voicemails?

Yes. Voicemail-to-email goes to named inboxes per extension rather than a shared box, which is the control most firms actually want and rarely have.

What happens to our calls if the office loses power or internet?

Calls fail over to mobiles automatically, because the routing lives in the platform rather than in a box in your closet. That is the main structural advantage of hosted over on-prem for a firm your size.

Are you the right fit for a firm with a dedicated compliance IT vendor?

Often not. If a specialist vendor already owns your recording and archiving stack and it satisfies your auditor, adding us to that chain creates a boundary dispute nobody needs. We fit best where the phone system is the record system.

Get a Quote Built for
Financial Firms

Tell us your extension count and current provider. We price the port and the install together.

Get a Quote Call (866) 601-3636

845 West Market Street, Suite P, Salinas · Support 24/7 · No multi-year contracts

Business Phone Systems for Financial Firms