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iNDUSTRY SECTORS
FINANCIAL SERVICES SECTOR
Secure, compliant & client‑focused technology for the Financial Services industry.
Opus have extensive knowledge and expertise across the finance sector
Financial services organisations face a relentless need for modernisation with rising regulatory demands, cost pressures, and the constant threat of Agile fintechs reshaping financial delivery. Opus fully serves the financial services sector by delivering a fully managed, vendor‑agnostic platform that merges unified communications, contact centre, IT infrastructure, cyber resilience, mobile connectivity, and document workflow under one trusted roof.
Our communications solutions unify voice, client enquiries, mobile and desktop collaboration through a single number and an encrypted, compliant environment. Whether your workforce are located in branches, call centres, or hybrid home offices, Opus delivers consistent service across voice, messaging, recording, contact centre and IT solutions.
Proactive IT management for Financial Services organisations
Opus take ownership of your IT estate so you don’t have to. From managed cloud infrastructure and helpdesk support to IT consultancy, disaster‑recovery planning, and Cyber Essentials Plus compliance.
Our IT & Telecoms consultants will ensure your financial services organisation maintains enterprise‑grade uptime and security.
Contact centre modernisation is central to driving next‑generation CX in regulated financial services
Partnering with leaders like Five9, 8×8 and Mitel, Opus delivers omnichannel now known as opti-channel platforms powered by AI.
These all leverage conversational IVR, intelligent virtual agents, agent assist, sentiment analytics and workforce optimisation while maintaining strict governance and data protection.
Benefits of unified communications, IT and contact centre solutions for financial services
Discover how Opus’s unified communications and contact centre solutions deliver measurable impact for financial services organisations. This table summarises the key benefits that drive customer satisfaction, operational efficiency, cost‑savings and innovation
| Benefit | Value to financial services organisations |
|---|---|
| Enhanced customer & employee experience | Provides unified records across channels and faster response times. This improves member retention and satisfaction. |
| Greater mobility & productivity | Enables secure work from any device or location, this helps in reducing delays and boosting staff efficiency. |
| Seamless interoperability | Integrates CRM, APIs and contact‑centre systems to create consistent omni-channel customer journeys. |
| Lower total operating costs | Consolidates licences, reduces travel and infrastructure overheads, and shifts to predictable managed services spend. |
| Scalable architecture | Easily adapts to changing business needs supporting rapid expansion without complex infrastructure changes. |
| Acceleration of innovation | Supports collaboration and integration with AI/chatbots and IoT which helps drive new delivery models. |
Compliant mobile and IoT solutions for always-on Financial teams
Opus understands the challenges facing the financial services sector, where legacy systems and mixed vendors limit innovation and agility. We deliver integrated communication solutions that simplify infrastructure, reduce IT overheads, and support the shift to a converged, future-ready platform.
Our solutions enable flexible working through fixed, wireless, and mobile devices, while meeting key compliance requirements such as disaster recovery, call recording, and social responsibility.
Digitising workflows to reduce risk and waste
Our print and document services reduce waste and risk through digital workflow transformation. Secure document platforms like UniFLOW, DocuWare and M‑Files, combined with e‑signature tools and automated audit trails, help streamline onboarding, client reporting and regulatory record‑keeping.
The UK’s only MSP with distinction-level Service Mark Accreditation
Opus combines deep sector understanding with exceptional execution and an obsession for customer experience. With Service Mark accreditation where we were awarded distinction grade from the Institute of Customer Service. Opus are the only MSP in the UK to hold that grade certification and we are obsessive about delivering exceptional service.
Clients choose Opus because we deliver tailored, technology agnostic solutions, not one‑size fits all. Whether you’re a retail bank, insurer, brokerage or wealth manager, we assess your existing stack, compliance obligations and growth plans to propose scalable solutions that evolve with your business without vendor lock‑in.
Performance and accountability you can rely and trust
Our financially backed service-level agreements and transparent performance reporting give confidence and continuity.
A single account team, vendor certified IT and Telecoms engineers and specialist cyber security consultants ensure you get strategic guidance, not just technical delivery.
Some of the benefits of our financial services solutions
VARIETY OF HANDSETS
Provide a wide variety of telephone handsets including SIP, IP-DECT or incorporating a smartphone twinned with a desk phone. This means staff will never be out of touch with clients and can be contacted on one number regardless of location.
AUDIO AND VIDEO
Provide fast and flexible communications via audio and video conferencing, e-mail or simple voice and text messaging, to ensure the right information is quickly passed to traders and associates wherever they are located.
CENTRALISED INTERFACE
Provide a single interface for call control and application administration across a large-scale network using web-based management, ensuring the technology is mapped to your business requirements.
HOT DESKING
Provide hot-desking, which allows staff to nominate any desktop to be their own, at a disaster recovery facility, an alternative office or even at home, with the option to extend this capability to any directory number whilst still complying with FLA regulations.
SECURE CALLS
Deliver a secure call connection allowing financial organisations to maximise security by encrypting voice and enabling call recording for office, home and mobile telephones.
IP COMMUNICATIONS
Deliver IP communications platforms that are able to support trading desks and financial private networking to provide a cost effective and fully integrated solution.
Performance and accountability you can rely and trust
From cost‑predictable telecoms and mobile contracts to reduced print overheads and fewer manual processes, our approach frees you to reallocate resources and accelerate innovation.
Whether modernising a contact centre, migrating to cloud voice, deploying AI-driven CX, or safeguarding client data, Opus delivers measurable impact aligned to the needs of financial services from mid‑market firms up to enterprise‑scale institutions.
What do our current customers say?
Find out more about how Opus can add value to your business
Reigate Office
London Court
39 London Road
Reigate
Surrey
RH2 9AQ
London Office
60 Cannon Street
London
EC4N 6NP
Hitchin Office
2nd Floor Regal Chambers
49-51 Bancroft
Hitchin
Hertfordshire
SG5 1LL