Intelliflo - Online adviser software
Call recording

Call recording

Secure, automated and integrated call recording solution

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Record calls including face-to-face client meetings

Intelligent Office (iO) integration with web-based communications specialist, RingCentral offers an integrated communications solution, including secure automated call recording functionality.

All calls to your central business telephone number will be recorded and any mobile numbers you use can also be linked through to your central business number for call recording purposes. So if you’re out visiting clients or contacts, your office number can effectively follow you wherever you go and you’ll never miss a call being recorded.

About RingCentral

The platform is powered by RingCentral, a Silicon Valley,U.S. business quoted on the New York Stock Exchange with 300,000 customers and a leader in Gartner’s 2015 Magic Quadrant for Unified Communications, worldwide.

RingCentral can be a fully OPEX solution and has been selected as a strategic partner for the British Telecom Cloud PBX offering.

RingCentral features

All calls will be matched to your individual client record within iO, stored securely and can be easily retrieved – simply download the call from the Call History tab and listen to it using an audio player.

  • Risk-management – Store call recordings for compliance (including MIFID II), quality monitoring, training and dispute resolution
  • Flexibility – Have calls follow you wherever you are – at your desk, your mobile or your home office so you never miss a call
  • Efficiency – Integrates with iO and other business apps so all information is accessed through a single interface
  • Security – Enjoys the security associated with iO storage options
  • Audit – enablement of call recording is controlled centrally, and fully auditable, by your administrators meaning you can enforce that ALL calls are automatically recorded

About Intelliflo

What’s more, iO offers the most tried and tested range of functionality available in the UK today, supported by an experienced UK based team.

Over 2,122 of the UK’s leading advisory firms, with over £351 billion under advice, trust iO to power their businesses and improve their bottom line. So why not try iO today?

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