Communications Solution
for Financial Services

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Trusted by Financial Service Orgainizations Worldwide

One communication platform for all locations

Call, chat, video, customer experience, and more

Data security and industry regulations compliance

Flexible deployment options, cloud or on-premises

Powerful call center capabilities to accelerate responsiveness

Easy integration with CRMs & identity management tools

Unlock agility and streamline collaboration

Seamless team collaboration

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Empower everyone on the team to collaborate seamlessly anytime, anywhere. Make free internal calls, see each other’s real-time presence, start video conferences, and more. Learn more

Stay responsive to clients

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Our mobile app enables claims adjusters, financial advisors, and underwriters to instantly connect and collaborate with clients on the go, ensuring enhanced accessibility. Learn more

Future-proof your communications

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Yeastar supports your current and future communication needs and makes it simple for you to increase system capacity as your business grows. Stay flexible with the availability of both cloud and on-premises deployment options.

Create an effortless financial service experience
for customers

Customer service is vital in the financial services industry for building trust and maintaining long-term relationships. Yeastar P-Series Phone System provides financial service providers with a powerful built-in call center solution to enhance agent productivity and delight customers with consistent services.

Intelligent Call Routing

IVR and Self-service Options

PCI-compliant Call Recording & GDPR Compliance

Automatic Queue Callback

Omnichannel Messaging: WhatsApp & SMS

Operator Panel & Queue Panel

Various Call Reports & Analytics

Call & Data Encryption

Connect to your tech stack

Integrate Yeastar with your CRM, helpdesk software, and more to equip your teams with the right tools to build meaningful and consistent customer interactions.

Work from Anywhere

Advanced remote access solution with private tunnel

Linkus UC Clients for anywhere-anytime connectivity

Real-time collaboration via team chats, presence, etc.

Meet face-to-face through video conferencing & video call

Microsoft Teams integration

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Efficient Client Communication

Linkus Mobile Client to stay accessible on the go

Robust call center solution to deliver five-star customer service

WhatsApp & SMS messaging to provide quicker response to inquiries

Enable one-click voice-to-video switch for better interactions

Easy CRM integration to build personalized experiences

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Security & Service Uptime

Comprehensive security measures, from firewalls to 2FA and role-based access control

Uninterrupted business continuity with Hot Standby and Disaster Recovery solutions available

Secure remote access & permission-based remote access control. No risky and complex port forwarding is required.

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Customer Story

How Groupe Rodin Restores Confidence in Cloud-Based Communications with Yeastar

Read their story

Communications Solution
for Financial Services

Trusted by Financial Service Orgainizations Worldwide