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Microsoft Teams Solution for Financial Institution

Microsoft Teams Solution for Financial Institution

Altigen helps financial institutions replace legacy phone systems with a secure and compliant Microsoft Teams communication system designed for modern banking communication and customer support.
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  • Trusted by 1500+ Banks and Credit Unions
  • Microsoft Teams Native
  • Fully Managed by Altigen
The Challenges

Why Financial Institutions Are Replacing Legacy Communication Tools

Financial institutions are replacing legacy communication tools because they don’t support today’s customer expectations, compliance requirements, and distributed teams. Here are the biggest communication challenges financial institutions face today.

High Maintenance Costs

Traditional PBX systems require ongoing hardware maintenance, upgrades, and IT support, increasing operational costs over time.

Compliance Risks

Financial institutions need secure, auditable records of client conversations to meet regulations like Dodd-Frank (USA), FINRA, FCA, and MiFID II.

Disconnected Communication Tools

Switching between phone systems, CRMs, and support tools slows response times and impacts client experience.

Security Issues and Fraud Threats

Without caller authentication and biometric verification, financial institutions face growing fraud risks.

Limited Visibility into Client Interactions

With the Legacy PBX system, managers lack real-time visibility into conversations, agent performance, and service quality.

Difficult to Scale

Expanding legacy phone systems across branches, remote teams, or growing departments requires additional hardware and infrastructure changes.
THE SOLUTION

Everything Your Institution Needs to Run on Microsoft Teams

Altigen gives financial institutions a single, fully managed path to modern communication built on Microsoft Teams and the Microsoft 365 ecosystem your teams already use.

Teams Phone Migration and Deployment

Replace your legacy PBX with Microsoft Teams Phone without disruption. Altigen handles every stage of the migration, from planning and deployment to user training and post-migration support.
  • Strategic assessment and customized migration plan
  • Expert deployment with minimal operational disruption
  • End-user training to drive Teams adoption across branches
  • Ongoing post-migration technical support
Talk to a Teams Migration Expert

Omni-Channel Contact Center for Teams

Handle voice, chat, SMS, WhatsApp, and social messaging directly inside Microsoft Teams with CoreEngage to deliver faster and more connected customer support.
  • Native Microsoft Teams integration
  • AI-powered insights and automation
  • Pre-built CRM integrations with Salesforce, HubSpot, ServiceNow, and more
  • Real-time dashboards and compliance reporting
Explore Omnichannel Features

Compliance Call Recording

Altigen’s compliance call recording captures, encrypts, and stores every Teams interaction with built-in AI-powered analytics and security controls.
  • Automatic recording across all Teams voice channels
  • AI transcription, sentiment analysis, and risk flagging at scale
  • Time-stamped, verifiable records with structured retention policies
  • Audit-ready records to meet MiFID II, Dodd-Frank, FCA, and FINRA requirements.
Talk to a Compliance Specialist

Microsoft-Certified Direct Routing

Altigen’s Direct Routing service connects Microsoft Teams Phone to the public telephone network with carrier-grade reliability.
  • Domestic and international calling at competitive rates
  • Seamless number porting and new number provisioning
  • E-911 compliance and caller ID management
  • 24/7 US-based support from certified Teams specialists
Learn About Direct Routing

Secure SIP Authentication and Fraud Prevention

Altigen’s Secure SIP Authentication solution adds dual-layer protection to every inbound call.
  • Pre-answer caller authentication before agents pick up
  • Post-answer voice biometrics for sensitive transaction access
  • One-time password delivery via SMS and email
  • Faster agent response times on pre-authenticated calls
Explore Fraud Prevention

Why Financial Institutions Choose Altigen

01

  • Trusted Financial Services Expertise
  • Altigen supports 1,500+ banks and credit unions with secure, compliant communication solutions.

02

  • Complete Microsoft Teams Platform
  • Manage Teams Phone, contact center, compliance recording, and fraud prevention in one environment.

03

  • Fully Managed Support
  • Altigen handles deployment, onboarding, and ongoing support, reducing IT complexity.

03

  • Built on Microsoft Azure
  • Secure, compliant infrastructure designed for regulated financial services and institutions.
Talk to a Financial Services Expert
WHO IS IT FOR

Built for Financial Institutions That Need Secure and Omnichannel Communication

Whether you are a bank, credit union, investment firm, or financial services provider, Altigen helps you modernize communication securely inside Microsoft Teams.

Banks and Credit Unions

Replace legacy phone systems with secure, compliant Microsoft Teams communication.

Investment and Wealth Management Firms

Support advisors and client service teams with secure, audit-ready communication tools.

Financial Services Organizations

For lenders, fintechs, and insurance providers that need secure communication and operational visibility.

Ready to Modernize How Your Financial Institution Communicates?

Altigen helps financial institutions replace legacy phone systems with Microsoft Teams to deliver compliant, AI-powered client service across every channel.
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Frequently Asked Questions

Microsoft Teams Phone allows financial institutions to consolidate communication onto a single, secure platform that integrates with Microsoft 365 tools they already use. It reduces costs, simplifies vendor management, and supports the security and compliance requirements of regulated industries.
Altigen’s compliance call recording solution automatically records, encrypts, and stores every Microsoft Teams conversation with AI-powered analysis, structured retention policies, and audit-ready retrieval to support regulations like MiFID II, Dodd-Frank, FCA, and FINRA.
Migration timelines vary based on institution size and infrastructure complexity. Altigen manages the full process from initial assessment through deployment and training with a structured approach designed to minimize downtime and service disruption.
Yes. All data processed through Altigen’s Teams solutions is stored within your Microsoft Azure tenant, with end-to-end encryption and role-based access controls ensuring data stays within your institution’s secure environment.
Yes, CoreEngage integrates with major CRM and business systems including Salesforce, Microsoft Dynamics, HubSpot, and ServiceNow and other top banking systems.
Altigen provides 24/7 US-based technical support, ongoing platform management, and proactive monitoring so your institution’s Teams environment remains operational and compliant without in-house telecom expertise.
Trusted by thousands of Companies, including 1,500 Financial Institutions.
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