We Help Financial Services Companies Define a Path Forward

The financial services industry is built on trust and strong customer relationships. At Converged Technology Professionals, we help you find the perfect unified communications and phone solution that increases employee engagement to deliver a positive customer experience in today's modern digital environment.  

Our experience in communications started in the world of legacy PBX systems such as Mitel and ShoreTel and has evolved to helping enterprise organizations looking to modernize and grow their communications to the cloud.

Today we support regional and multi-national financial institutions. Our expert consultation and vast industry experience increases organizational efficiencies and productivity that produce a positive ROI and increase company profits. Contact us or give us a call to see how we can help your business too! 

Understanding How Our Team Supports those in Financial Services

Unify and Streamline Communications

Unify and Streamline Communications

As your communications technology partner, we align your goals with the best cloud communications platform to help you improve customer loyalty and company profit. It's time to leave your legacy PBX system in the past and start gaining a competitive edge over your competition. 

Our team will help you to consolidate your communication channels to improve communications and collaboration without sacrificing security or compliance requirements. We only partner with trusted cloud providers that meet the most stringent of requirements through certifications such as HITRUST.  

Modernize Communications

Modernize Communications

Customer loyalty is essential in your business and we are here to help support your communication initiatives. Today's customer expects to communicate with you and your agents via modern digital channels. They want to interact and engage in ways that are convenient for them where and when they want. 

You can exceed customer expectations by using a communications platform designed to manage all those channels in a unified solution. Converged will guide you through the evaluation process making sure your goals and interests are always placed first. We will also provide a free cost comparison between your existing legacy PBX and a platform that will work for your particular needs.


Dedicated Technical Account Managers

Reliable Technical Account Management (TAM) Team

With Converged Technology Professionals, our Technical Account Management (TAM) team provides support during the migration and implementation process to ensure a smooth transition. Ongoing post-implementation assistance is also available through our Professional Services offerings.

Helps You Avoid Risk

Converged Helps You Avoid Risk 

Our customers include both regional and multi-national financial institutions who have trusted our expertise in the field of business communications, contact centers, and IT services. We enable them to make wise and well-informed decisions with confidence. 

By working together, you'll gain insights from our strategic advisement that can help you avoid making costly mistakes when evaluating office or contact center solutions. Our goal is to help you better serve your customers, improve customer loyalty, and maximize your profits by implementing the right digital communications solutions the first time.

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Communication Transformation

Transforming your communications by migrating from legacy systems is critical to maintaining customer loyalty in an ever increasing competitive landscape. Unifying your internal and external communications under a single platform is highly beneficial to your bottom line.

Trusted Cloud Platform with Communication Security & Financial Compliance

We only partner with cloud providers such as RingCentral, that offer the highest levels of security and privacy protocols, like HITRUST and FINRA. We'll help you choose a trusted platform that delivers data security, resiliency, and availability for shared and stored data. 

Customer Centric Features

Cloud solutions provide a solid pathway to improving customer engagement. Using contact center and collaboration functionality that incorporates omnichannel communications is what will set your service apart from the competition. 




Our business model is based on providing the highest levels of support and service to our customers. Our passion for excellence is what has made us highly successful as a Mitel Platinum Partner. Like our VoiP swami mascot, our team is packed with the experience and knowledge to help you succeed. To learn more why our customers trust us, read our customer success stories here.


At Converged Technology Professionals, our team is always just a phone call or email away. If you'd like to learn more, just let us know and we'll be happy to speak with you.




Our commitment is to provide you with the support and reliability that your company demands.  As your partner, we are your advocate. We will stand by you, address all your questions, offer advice, and support your goals until completion.  

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