Over 40 Years in BusinessISO 27001 compliantPublic sector: GSA · CMAS & TESMA (CA)
LA 562-298-5000 · Chicagoland 312-432-5300 · Phoenix 602-733-6807 · Client Support
Over 40 Years in BusinessISO 27001 compliantPublic sector: GSA · CMAS & TESMA (CA)
LA 562-298-5000 · Chicagoland 312-432-5300 · Phoenix 602-733-6807 · Client Support
Borrowers call for rate locks and closing times. Buyers and agents call the title office the morning of a closing. Tax clients call all of March and April, policyholders call after a storm, and collection and servicing teams live on the phone all day. Callers who reach voicemail go elsewhere, and a spoofed call can redirect a payment. BTI gives firms cloud voice that works in Microsoft Teams, answers overflow with an AI receptionist, records calls the right way and keeps every line secure.
This page is part of BTI's connected technology solutions and advisory services for financial services firms.
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Loan officers, closers, preparers, producers, advisors and collectors make and take calls in Teams on any device, in the office, in the field or at home. Seasonal staff are added in minutes and removed just as fast. → GoodPhone cloud phone system · Teams phone calling plans
Operator Connect is the simplest option for most firms, while Direct Routing suits firms with existing carrier agreements or complex multi-branch routing.
An AI receptionist answers when every line is busy or the office is closed. It confirms hours, takes structured messages, books callbacks and transfers urgent calls, such as a closing-day question or a policyholder reporting a loss, to the right person.
Route callers to origination, servicing, closing, tax, claims, advisory or collections, with callbacks instead of long holds and reporting that shows when to add staff. → Teams contact center
Some states require all-party consent to record. BTI configures consent announcements, controlled access, retention settings and recording rules by queue, supporting quality review, dispute documentation and recordkeeping for servicing, collections, insurance and advisory teams. Your counsel confirms the policy; we make the system follow it.
Rate-lock and status calls, loan officers in the field, and servicing queues with recording and retention.
Closing-day call spikes and the highest phone-fraud risk: callers posing as buyers, sellers or agents to change wire instructions. Call-back verification to known numbers is built into the workflow.
Seasonal spikes, remote preparers and a steady stream of "did you get my documents?" calls.
Queues by line of business, after-hours loss reporting and fast routing to producers and account managers.
Advisor mobility, recording where your policies require it, and verification before any money movement request is acted on.
High-volume queues, consent-aware recording, calling-hour rules by time zone and quality monitoring.
Callers hear a quick, helpful answer. They don't see the AI virtual workforce behind it that transcribes messages, summarizes calls into the client record and routes requests. BTI is your Guided Automation Partner.
Attackers spoof clients, impersonate regulators, carriers or closing agents, and try to take over voice accounts. BTI protects voice with MFA on Teams and admin portals, toll-fraud controls, call-back verification procedures for wire, payment or account changes, and monitoring by the same 24/7 NOC/SOC partner that watches your IT, backed by a SOC 2 audited operations center. → Financial Services Cybersecurity & Compliance
BTI designs the switching and Wi-Fi under your phones as a Cisco Select and SMB Black Belt partner with thousands of commercial deployments, with Wi-Fi designed and tested with Ekahau.
100% financing covers hardware, licensing and labor.
BTI supports many CPA, accounting and insurance firms and other financial services businesses.
Other industries: Healthcare communications · Business communications
A cloud phone system in Microsoft Teams with an AI receptionist for overflow, queues by service line, consent-aware recording and fast onboarding. BTI deploys GoodPhone for this.
Yes, where your policies and applicable law allow. BTI configures consent announcements, access controls and retention by queue, and your counsel confirms the policy.
Never accept wire changes from an inbound call or email. BTI builds call-back verification to known numbers into closing workflows and protects voice accounts with MFA.
No. We configure the AI so it does not collect Social Security numbers, account numbers or wire details by phone, and transcripts are stored securely.
Yes. Users are added to Teams calling in minutes and removed when the peak ends.
MFA on voice accounts, toll-fraud controls, call-back verification for payment or account changes and 24/7 monitoring by BTI's NOC/SOC.
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