Financial services
Advisers, lenders and insurers juggle client questions that need a quick word with a colleague. GT Connect makes those internal conversations instant, encrypted and easy to move to video.
Challenges
Advisers, underwriters and operations pass the same client around.
Plans and statements are easier to agree when everyone sees the same screen.
Clients and compliance teams want to know how calls are protected.
Start a video call with colleagues and share the plan or statement, so the team agrees before calling the client back.
Voice and video are encrypted in transit. We publish exactly what we do and do not do in our Trust center.
Server-side recording and an audit trail of admin changes are on the roadmap.
| Name | Ext. | Role |
|---|---|---|
| PS Priya Shah | 101 | Admin |
| SM Sana Mirza | 102 | Agent |
| AK Arjun Kumar | 104 | Agent |
| NR Neha Rao | 103 | Member |
Honest status
The features most relevant to financial services teams, with their honest status.
| Capability | Status |
|---|---|
| Team calls in the browser (extension to extension)WebRTC, encrypted in transit | Available |
| Encrypted calls (DTLS-SRTP) and row-level data security | Available |
| 1:1 video, screen share and group video in the browser | Available |
| Server-side call recording | Roadmap |
| Single sign-on, audit trail, multi-site | Roadmap |
| Business numbers, outside calls, toll-free, porting, caller ID | RoadmapNeeds a phone-number or messaging provider plan |
FAQ
Not yet. On-device recording is coming soon and server-side recording is on the roadmap. Check your own regulatory requirements before relying on GT Connect for recorded lines.
Not yet, and we do not claim any. See our Trust center for what we do today.
Start free with team calls, video and screen share today. Talk to us about numbers, chat and contact center plans.
