Financial Services • Advisers, Compliance Teams & Operations
Reach advisers, compliance and operations in seconds
One click sends an alert to everyone with acknowledgements you can evidence. Use push by default, and fall back to SMS or voice for those not on the app — so you always reach your full team, wherever they are working.
- Cyber incident or systems outage notifications
- Office closure or loss of access alerts
- Urgent regulatory or compliance updates to all staff
Set up in under an hour • Minimal IT involvement
Easy to run. No training burden.
Create messages, pick groups (Senior Management, Advisers, Compliance, Operations), and dispatch in a few clicks. Import contacts from your directory or HR system and manage access by role or team.
- CSV and Active Directory friendly roll-out
- Role-based access for departments and regional offices
- Full message and document access logs for audit and compliance
Resilience built in • Multi-channel delivery
Stay connected — even when core systems fail
Cloud-hosted and continuity-ready. If your email, trading systems or network access go down, alerts still reach staff and advisers via app, SMS or voice — and your business continuity documents remain accessible from any device.
- Operates during IT, email or systems outages
- App, SMS and voice redundancy
- Live acknowledgements, document access tracking and audit trail
Setup
Your branded console, built for you
We create your private admin console — branded and configured for financial services before you even log in.
⏱ We handle this
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Setup
Assign your administrators
Decide who holds access — by role, office or department — with full control over permissions from day one.
⏱ Minutes
Setup
Upload your people and continuity documents
Import staff from Excel, CSV or HR exports. Upload your business continuity plans, emergency contacts and key procedures — all accessible from the app in a crisis.
⏱ Under an hour
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Live
You're up and running
Console live. People loaded. Documents published. Most firms reach this point within 24 hours.
✓ You're live
Maturity
Test, drill, build confidence
Run a live drill. Confirm delivery rates and document access. The best time to test your continuity plan is before you need it.
⏱ Ongoing
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Maturity
Build your message library
Pre-approve messages for every scenario — systems failures, regulatory events, office incidents. Written when heads are clear — ready when they're not.
⏱ Ongoing
Live — you're operational
Maturity — resilience building
Clear, predictable pricing for Financial Services firms
We charge per user, so you only pay for the people you need to reach.
Each licence includes generous allowances for push, SMS and voice —
enough for systems outages, regulatory alerts and office incidents without worrying about unexpected costs.
- Simple per-user pricing — no hidden extras
- Ample message allowances built in
- No "per alert" charges or surprise invoices
Frequently Asked Questions
What is required to get up and running?
We create your private administration console, seeded with sample data for financial services firms. You'll receive logins for the admin site and time-limited app registration codes. From there, you can upload your staff list, publish your continuity documents and roll out to a pilot group. Most firms are ready to test in under an hour.
Where is our data stored?
Your data is hosted in a Tier 3+ carbon-neutral European data centre in Germany. With ISO 9001, 14001 and 27001 certifications, N+1 power, generators and UPS, we deliver enterprise-grade security and uptime.
How much does it cost?
We charge per staff member, so you only pay for the people you need to reach. Each licence includes generous allowances for push, SMS and voice messaging. No hidden extras, no per-alert billing, and straightforward for finance and compliance teams to budget for.
See what it costs
What number do messages come from?
In most countries we can provide a dedicated number for SMS and voice. Staff can reply, and responses are logged in your console. If replies aren't needed, SMS can be sent from a branded text ID instead.
What if we run out of messages?
Every licence includes a generous allowance sized for normal financial services use — systems outages, regulatory notifications, office closures and urgent operational updates. If you ever approach the limit, we'll notify you well in advance and you can top up at low cost. Most firms never need to.
Do part-time staff count the same as full-time?
Yes — licensing is per person, not per device or shift. This ensures everyone can be reached in an emergency and keeps your budget simple to manage.
What languages can we use?
SMS can be sent in any language supported by your keyboard. Voice messages are available in most languages, with male/female voices and regional English accents.
Is there a minimum contract?
We offer annual licences for predictability. Multi-year discounts are available. Charitable or not-for-profit financial organisations can request special pricing.
Not ready for a demo?
We'll send a short pack showing how financial services firms use The Calling Tree for
systems outages, regulatory incidents and business continuity —
including a setup checklist, example alert templates and a sample business continuity communication policy.
Get the info packTemplates, checklist and sample communication policy
Fully branded administration console
Manage users, teams, business continuity documents, office contacts, call trees and alerts from one secure dashboard —
with live delivery, document access and acknowledgement tracking for every message sent.
You stay in control
Assign permissions by role or office, restrict access to sensitive continuity documents,
and export a complete audit trail for FCA compliance reviews, internal governance or client assurance.
Schedule your free trial today
Fully functional, access ALL app features trial. Our support team create your private admin console, assist in on-boarding your test data and business continuity documents, and are available 24x7 to assist — so you can feel the power of the platform first hand.
I want to try for myself!Create my private trial area today