Who We Are · What We Do · Why It Matters

Keeping Financial Services Firms Connected.
Clear Messages When
It Matters Most.

The Calling Tree Company exists to make sure your firm stays connected, informed, and in control when every minute counts, protecting your people, your processes, and your reputation.

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<8s To reach the whole firm

24/7 Always on, always ready

99.9% Uptime guaranteed

Your People, Processes & Reputation

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A Partner in Resilience

You don't just get software... you gain a team committed to making sure your firm is prepared for whatever arises.

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Operational Within 24 Hours

Personal onboarding, no IT project, no long procurement. Most firms are live and sending their first alert the same day.

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Built for Financial Services

Designed around the real scenarios financial services firms face, from systems outages and regulatory incidents to office closures and everything in between.

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Secure by Design

End-to-end encryption, role-based access, and full audit trails that hold up to FCA scrutiny and internal governance reviews.

Trusted by financial services firms since 2012 ● From boutique independents to multi-site firms ● Operational from day one

Business Continuity for Financial Services Firms

Why we exist

Prepare for the Unexpected

Clear and immediate communication isn't just helpful in a crisis. For a financial services firm, it's critical. Your ability to respond quickly and demonstrate control is what protects your clients, your people, and your firm's standing with regulators.

The Calling Tree Company exists to make sure your firm stays connected, informed and calm when every minute counts. We understand what's at stake: your People, Processes and Reputation. Whether it's a systems outage, an office evacuation, a data incident, or a regulatory notification... we help you deliver the right message at the right time, so everyone knows exactly what to do.

No phone trees. No confusion. Just clear, reliable communication, evidenced and auditable.

Pre-approved messages

Time Saved. Stress Avoided.

No more scrambling for the right words in the middle of an incident. Build a library of pre-approved messages, written when heads are cool, and call them up instantly when they're not.

With one click, your firm can alert all staff to a systems outage, coordinate the response to a cyber incident, or notify the right people about a regulatory event. Communication is immediate, consistent, and documented, removing the stress of manual coordination and saving hours of management time.

Alerts go out simultaneously by SMS, voice call, and mobile app. You see exactly who has received, read, and responded, in real time.

Pre-approved messages for financial services incidents

Compliance and audit trail for financial services firms

Audit. Evidence. Control.

Better Compliance. Fewer Risks.

Financial services firms operate under scrutiny. When something goes wrong, the FCA, auditors, and clients will want to know what you did and when. Meeting your obligations under FCA rules and your own business continuity frameworks means proving you have effective communication plans in place, not just written down, but demonstrably working.

With The Calling Tree, every message sent is logged, timestamped, and exportable. You have a complete audit trail of who was alerted, when, and how they responded, supporting your incident response and providing clear evidence of due diligence.

Whether it's an FCA review, a post-incident debrief, or a business continuity drill report... you'll have everything you need, ready to produce.

Critical documents & plans

More Than Just Smart Messaging

Resilient financial services firms don't just communicate... they prepare. Store and share your business continuity plans, emergency procedures, regulatory contacts, and key reference documents securely through the app, so staff can access them wherever they are working.

From the office to a remote working location, your team always has the right information in their pocket, helping them act quickly and confidently, without needing to call anyone or search through old emails.

A mobile phone is probably the only thing you can guarantee your staff will have close at hand 24/7. We make that device your firm's most powerful continuity tool.

Business continuity documents for financial services firms

Why financial services firms trust The Calling Tree

Built for Financial Services. Proven Under Pressure.

Every firm is different, but all share the same responsibility, to keep people safe, operations running, and clients confident. That's why financial services firms rely on The Calling Tree Company. Our platform is simple to use, robust under pressure, and designed with the realities of regulated financial practice in mind.

From boutique independent firms to large multi-site operations, we've helped compliance leads, operations managers and senior management teams prepare for the unexpected, communicate with confidence, and demonstrate compliance when it's needed most. With us, you don't just get software... you gain a partner in resilience.

Fast and Reliable, firm-wide alerts in seconds, not hours. With pre-approved messages ready to send at a click, you're never caught searching for the right words at the wrong moment.

Flexible for Any Firm, from boutique independents to large multi-site operations, the platform scales and configures to fit your structure and budget.

Proactive, Not Reactive, build your message library for every likely scenario: systems outage, regulatory notification, office incident, adverse weather closure. Written when heads are clear, ready when they're not.

Built for Modern Practice, whether staff are on-site, remote, or hybrid, communication reaches everyone in real time across SMS, voice, and mobile app simultaneously.

Designed for Compliance and Operations Teams, senior management and compliance leads stay in control with real-time response tracking, audit-ready logs, and clear oversight in high-pressure situations.

Always On, Always Secure, cloud-based, 24/7 reliability with end-to-end encryption and role-based access ensures your firm is protected whenever it matters most.

Your administration console

The Calling Tree Solution

Manage users, documents, broadcast messages, call trees, and maps from your private, branded admin console. Business continuity, in hand.

Our mobile app gives your staff the information they need in a crisis, on their phone, to hand, and always up to date.

Start Your Free Trial or Explore Our Pricing

Get full access to every feature with no restrictions. Our team will set up your private admin console, help you onboard your data and business continuity documents, and provide round-the-clock support, so you can experience the difference first-hand.

Get My Free Demo See it running with your firm's data today See Our Pricing Discover how affordable peace of mind can be

Keeping Financial Services Firms Connected. Clear Messages When It Matters Most.