Deploy one phone system for every branch built on Microsoft Teams
Your staff already use Teams. Now make it their phone system, with built-in texting, contact center, faxing, and analytics. Start with what you need and add the rest when you’re ready.
- Teams calling
- SMS texting
- Contact center
- Secure faxing
- Analytics
- Network
- AI-enabled
Reach members where they already are
Calls, texts, and fax from one system. Members get faster answers. Your team stops switching between tools.
Keep every branch connected
A monitored network means fewer dropped calls and no lost connections to your core. When a member calls, someone picks up.
Give a small team big reach
Contact center routing, call summaries, and automated workflows help five people do the work of fifteen without burning out.
Add what you need, skip what you don't
Start with calling. Layer on texting, fax, or analytics when the timing is right. Nothing gets ripped out along the way.
Your members have changed. Has your phone system?
The way members reach their Credit Union has changed, but many phone systems have not. Modernizing how you communicate keeps you responsive without overloading a small team.
- Members want to connect by call, text, and chat, and expect quick answers.
- Aging phone systems are harder to maintain and support.
- Separate tools for calling, texting, and faxing slow everyone down.
- The longer an outdated system stays in place, the harder it gets to keep up with member expectations.
How modern communications come together on Teams
Three steps to get your Credit Union up and running in weeks, not months.
Move calling into Teams
Your phone system lives where your team already works. Not on Teams yet? We handle that too.
Add the capabilities you need
Texting, faxing, contact center, analytics. Start with one. Add the rest on your timeline.
Run it on a network built for it
Calls stay clear, your core connection stays steady, and every branch stays online.
Move calling into Teams
Your phone system lives where your team already works. Not on Teams yet? We handle that too.
Add capabilities as you need them
Texting, faxing, contact center, analytics. Start with one. Add the rest on your timeline.
Run it on a network built for it
Calls stay clear, your core connection stays steady, and every branch stays online.
Add the capabilities your members are asking for
Each one works inside the Teams environment your team already knows, with AI-enabled options across them to help a small team do more.
SMS texting
Reach members by text with the right consent and registration already handled. Compliance is built into the setup, not added on after.
Contact center (AI-enabled)
Route member calls, record them, and get AI-generated summaries so agents spend less time on notes and more time helping the next person in line.
Faxing
Send and receive member documents digitally with secure faxing built natively into Teams. No fax machines, paper, or toner to manage.
Analytics (AI-enabled)
See call volumes, wait times, and service trends. AI surfaces the patterns so you know where members are waiting and where your team needs help.
Your phone system is just the starting point
Most Credit Unions start with their phone system. When you need more, the same team you already work with has you covered.
Collaborate
Phone systems and calling in Microsoft Teams.
- Teams Phone
- Operator Connect
- Cloud Voice
Secure
Protect member data and stay running.
See what modernizing looks like for your Credit Union
Book a 20-minute call, and we’ll show you what your path forward looks like. No commitment or pressure.
Credit Union phone system frequently asked questions
For most Credit Unions, the best phone system is a modern, cloud-based platform built on Microsoft Teams. It brings calling, SMS texting, contact center, faxing, and analytics together in one place your team already uses, instead of a stack of separate tools. Because it runs in the cloud on a reliable, monitored network, there is no aging on-site hardware to maintain, and you can add capabilities as your Credit Union grows.
Yes, when it is set up correctly. Business texting has rules around registration and member consent, and we handle that setup so your messaging follows current requirements. That means your Credit Union can reach members by text for service updates and reminders with the right consent in place. Done properly, texting becomes a convenient channel rather than a compliance risk.
Yes. Microsoft Teams can serve as your Credit Union's full phone system, handling inbound and outbound calls, voicemail, and call routing alongside the chat and video your team already uses. Your existing phone numbers move over, so members reach you exactly as they do today. If your Credit Union already uses Microsoft 365, much of the foundation is in place, which keeps the move straightforward.
Most Credit Unions modernize in three steps. First, calling moves into Microsoft Teams so it lives where staff already work. Next, capabilities like SMS texting, contact center, faxing, and analytics are added as the Credit Union is ready for them. Finally, everything runs on a reliable, monitored network that keeps calls clear and your core connection steady, and you can move at your own pace.
Yes. Your current phone numbers transfer with you when calling moves into Microsoft Teams, so members keep reaching you at the numbers they already know. There is no need to reprint materials or notify members of a change. The transition is handled behind the scenes to keep service uninterrupted.
Yes. A Credit Union can run a contact center directly inside Microsoft Teams, with call routing, queues, recording, and reporting, without buying a separate system. AI-enabled features such as call summaries help your team move faster and capture what matters from each conversation. Because it sits in Teams, agents work in one familiar place rather than switching between tools.
AI-enabled features help a small team serve members like a larger one. In the contact center, AI can summarize calls and surface key details so staff spend less time on notes. For texting and faxing, AI-enabled options help your team respond faster and sort and route incoming documents. Across analytics, AI helps turn call data into clear patterns you can act on.
Yes. We support connections to the major cores, including Fiserv, FIS, and Jack Henry, so modernizing your phone and network does not disrupt the systems your Credit Union relies on. Your core connection stays encrypted, monitored, and protected. Keeping that link reliable is central to how the network is designed.
Yes. Calling in Microsoft Teams runs over encrypted, private connections and sits on a monitored network designed for financial institutions. Member data stays protected in transit, and the network is built with redundancy and failover so service stays online. Security and reliability are treated as part of the foundation, not an afterthought.
It depends on the size of your Credit Union, the number of locations, and the capabilities you choose. Many Credit Unions begin with calling and expand from there rather than changing everything at once. We plan the move around your schedule to keep member service running throughout, and a short planning conversation is the best way to get a realistic timeline.
Yes. A cloud-based system built on Microsoft Teams suits smaller Credit Unions well, because there is no large on-site system to buy or maintain and a small team can run it with our support. You can start with the capabilities you need most and add more over time. It is a practical way for a smaller institution to offer the member service people expect from much larger ones.
Cost depends on the size of your Credit Union and the capabilities you choose, so there is no single price. We build a plan around what you actually need rather than a fixed package. The best next step is to book a short meeting, where we can talk through your goals and put together pricing tailored to your Credit Union.
For most Credit Unions, the best phone system is a modern, cloud-based platform built on Microsoft Teams. It brings calling, SMS texting, contact center, faxing, and analytics together in one place your team already uses, instead of a stack of separate tools. Because it runs in the cloud on a reliable, monitored network, there is no aging on-site hardware to maintain, and you can add capabilities as your Credit Union grows.
Yes, when it is set up correctly. Business texting has rules around registration and member consent, and we handle that setup so your messaging follows current requirements. That means your Credit Union can reach members by text for service updates and reminders with the right consent in place. Done properly, texting becomes a convenient channel rather than a compliance risk.
Yes. Microsoft Teams can serve as your Credit Union's full phone system, handling inbound and outbound calls, voicemail, and call routing alongside the chat and video your team already uses. Your existing phone numbers move over, so members reach you exactly as they do today. If your Credit Union already uses Microsoft 365, much of the foundation is in place, which keeps the move straightforward.
Most Credit Unions modernize in three steps. First, calling moves into Microsoft Teams so it lives where staff already work. Next, capabilities like SMS texting, contact center, faxing, and analytics are added as the Credit Union is ready for them. Finally, everything runs on a reliable, monitored network that keeps calls clear and your core connection steady, and you can move at your own pace.
Yes. Your current phone numbers transfer with you when calling moves into Microsoft Teams, so members keep reaching you at the numbers they already know. There is no need to reprint materials or notify members of a change. The transition is handled behind the scenes to keep service uninterrupted.
Yes. A Credit Union can run a contact center directly inside Microsoft Teams, with call routing, queues, recording, and reporting, without buying a separate system. AI-enabled features such as call summaries help your team move faster and capture what matters from each conversation. Because it sits in Teams, agents work in one familiar place rather than switching between tools.