Intermedia for Financial Services

With Intermedia's secure, compliant, and versatile communications and collaboration tools, your firm can now deliver a greater client experience from wherever.

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Intermedia for Financial Services

Create Amazing Client Experiences

Give clients the five-star service they expect via voice, text, chat, or email without breaking the bank.

Support Wherever Workers

Provide a seamless, consistent experience to employees wherever they work.

Reduce Compliance Headaches

Intermedia has security and privacy controls that address FINRA, SEC, NASD, GLBA, SOX, and more.

Customer Experience - The Best Investment You Can Make

Deliver a positive customer experience with every interaction to create loyal customers who drive more revenue.

Faster Access to Service

Get customers the answers they need quickly by getting them to the right person with intelligent call routing.

Self-Service Options

Let customers solve requests using self-service voice and chat options (e.g., to check their account balance or make payments).

Speedy Interactions

Integrate with your system of record to deliver real-time customer information for faster account verification and context.

Proactive Client Engagement

Automatically send timely messages (like payment reminders or promos for new services) via calls, texts, and emails and let clients respond.

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Customer Experience - The Best Investment You Can Make

Maintain Employee Productivity from Anywhere

Support employees wherever they work with robust, flexible communication and collaboration tools.

Customers will always see the business phone number, whether your employees call from their laptop, mobile phone, or office phone.

Video conferencing participants can join meetings from their desktop or mobile devices.

Chat messages automatically sync across mobile and desktop apps, so teams can stay connected regardless of location.

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Communicate and Collaborate Securely

Intermedia delivers the solutions financial firms need to easily manage email and collaborate more effectively.

  • Get a fully mobile email, calendar, and contacts platform for staff.
  • Block spam and viruses from Exchange email with 24/7 threat monitoring and protection.
  • Strong security with two-factor authentication (2FA), the most robust industry standard authentication protocol.
  • Encrypt email that contains confidential client information.
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Intermedia Secure Email

Built with Security and Compliance in Mind

Intermedia solutions include security and privacy controls that address a wide range of financial regulations.

SSAE 16 Type II Audits

Intermedia’s datacenters are audited to the SSAE 16 Type II standard for security, availability, processing integrity, confidentiality, and privacy.


Our payment processing system has passed the strict testing procedures necessary to be compliant with the PCI Data Security Standards (PCI DSS).

FINRA Compliance & More

Intermedia facilitates compliance with FINRA, SEC, NASD, GLBA, SOX, HIPAA, and many other regulations.

Privacy Protection & GDPR

Intermedia offers a Data Processing Agreement tied to Standard Contractual Clauses that complies with current EU requirements.

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Built with Security and Compliance in Mind

Easy to deploy and administer, all backed by Intermedia’s J.D. Power-certified 24/7 support and a 99.999% uptime SLA.

Intermedia’s robust cloud-based solutions are highly scalable and are the trusted choice for businesses of all sizes.

Recognized for our Products and Service