On-Demand Webinar

How to get Microsoft Teams Phone right in Financial Services

Although adopting Teams Phone is high on the agenda, financial institutions face some of the toughest requirements when modernizing voice systems. Compliance obligations, legacy infrastructure, and the need for secure, reliable communication make adopting Microsoft Teams Phone more complex than in other industries.

Having moved major financial institutions to Teams Phone, we know where projects go wrong and how to keep them on track.

This webinar is designed specifically for finance leaders and IT decision-makers who need to:

Navigate compliance while modernizing communications.
Migrate from legacy systems without disrupting critical services.
Support essential functions like contact centers, SMS, call recording, and analog devices.
Avoid common pitfalls that can delay or derail a Teams Phone rollout.

You’ll gain practical insights from experts who have guided major financial institutions through successful migrations, and you’ll leave with a clear picture of how to move forward with confidence.

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This webinar covers

Financial institutions often manage legacy PBXs, costly carrier contracts, and fragmented voice systems that complicate compliance and reporting. Customers highlight difficulty scaling voice globally, lack of flexibility, and rising maintenance costs. By moving to Microsoft Teams Phone, they gain a unified collaboration platform, improved compliance visibility, and simplified global voice management with lower operational overhead.
Banks and insurers face strict regulations around call recording, monitoring, and reporting. Many still rely on analog devices, hardphones, or trading turrets. Transitioning requires careful planning to ensure compliance with PCI DSS, MiFID II, Dodd-Frank, and similar frameworks. Teams Phone enables organizations to modernize while still supporting necessary devices, providing a path that meets security and compliance standards without disrupting operations.
A sudden switch isn’t realistic for large, regulated institutions. Transition services allow financial firms to run legacy telephony alongside Teams Phone during migration. This hybrid approach reduces business risk, lets IT teams test call flows, and ensures business continuity while staff adapt to the new environment.
Financial services depend heavily on customer engagement and compliance. With Teams Phone integration:

Contact center solutions connect clients to advisors seamlessly.

SMS supports customer outreach and authentication flows.

Call recording ensures regulatory compliance.

Analog device support keeps ATMs, fax, elevators, and trading floors operational. This ensures every voice channel, old or new, remains reliable and compliant.
Common pitfalls include underestimating user adoption challenges, neglecting bandwidth requirements, overlooking emergency services configuration, or failing to integrate contact center workflows. Preparation means:

Running adoption and training programs.

Assessing and upgrading network readiness.

Testing compliance recording.

Planning emergency calling.

Documenting fallback procedures.

Proactive planning avoids disruption and helps financial institutions achieve a smooth, secure transition to Teams Phone.