Business Phone Systems for Financial Services

As a financial service company, you can crunch the numbers. And whether your business is a bank, a brokerage firm, an insurance agency, or an investment fund, we think you’ll agree that choosing Ooma Office for your phone system is good for business and good for your bottom line.

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Ooma Office

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Based on 73 reviews


Ooma Makes Your Financial Services Company Look Good

Having a professional image is critical to the success of your business. First impressions are everything, and a client is not going to trust a company that appears chaotic and disorganized.

Between Ooma’s virtual receptionist, extension dialing, music on hold, and free toll free or local numbers, your company’s professionalism will come across from the first point of contact.

With the Ooma Office mobile app, you’ll even have remote access, so you can make and receive phone calls using your business line no matter where you are. Whether you’re working from the road or you want the flexibility to work from home, the app will keep your communications consistent and professional.

It’s Also Good for Your Balance Sheet

Ooma Office enterprise-grade phone system offers big business features at a small business price.

This comprehensive and all-inclusive business phone service has a monthly cost of just $19.99 per user. There are no contracts or service tiers, so your phone service is completely flexible to grow as your business grows.

Upon signing up for Ooma Office, there is a one time hardware cost for a Base Station and two Linx that is currently discounted to the rate of $199.99. However, even with this hardware cost, Ooma’s low monthly rate makes your total net cost much lower than what is available through other telephone service providers.

In fact, our users report an average savings of $6,185.44 over three years. See how much your business will save on phone service by using Ooma’s interactive savings calculator.

Ooma is the #1 Phone Service Provider

With Ooma Office, your business communications will be streamlined, efficient, reliable, and seamlessly integrated with your daily life. But we’re not the only ones who think it’s a great solution for business phone service. Ooma has been named the #1 phone service provider in the for the past four years, outranking other VoIP service providers like Vonage, RingCentral, Google, Skype, and Verizon. We’re so pleased that both PCMag editors and Ooma users think we are providing excellent business telephone service.

Learn more about Ooma Office’s features, sign up for a live demo, or connect with a customer service rep at

Calculate your savings

Enter the number of users your business requires and your current monthly phone bill.

Click here to recalculate

Your projected savings over 3 years

1st Year $1861.84
2nd Year $4023.64
3rd Year $6185.44

Your estimated costs:

Monthly costs
Users: 3

Cost per user: $19.95

Total monthly cost: $59.85

* Hardware costs, monthly applicable taxes and fees are not included. Telephones purchased separately.

Enterprise-grade phone service built for financial services

Calling Features

  • Unlimited calling in U.S. and Canada
  • Low international rates
  • Caller-ID and name
  • 911 service
  • FREE number transfer
  • Toll-free numbers available


  • Easy installation
  • Wireless phone extensions
  • 24/7 customer support
  • Option to use select IP Phones
  • Web Admin Portal
  • Analog phone support

Office Features

  • Virtual receptionist
  • Extension dialing
  • Voicemail
  • Call transfer
  • Call log
  • Modes for business and after hours
  • Ring groups
  • Music on hold
  • Conference bridge
  • Virtual Fax
  • Extension-to-Extension calling
  • Dial-by-name

Mobility Features

  • Call forwarding
  • Voicemail forwarding
  • Multi-ring
  • Virtual extensions
  • Voicemail audio email attachments
  • Smart Phone App: 2-phone-in-1

One-touch IP Phone Features

  • Three way conference
  • Do Not Disturb
  • Blind transfer (1-step transfer)
  • Supervised transfer (2-step transfer)
  • Extension dialing
  • Call on hold
watch features video

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  • No contracts
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Upgrade to a smart business phone for only $19.95 per user/mo.