20% extra SMS and voice credits for you.

Simple Pricing.
No Surprises.
Total Control.

Your annual fee covers the whole firm, however many alerts you send. No per-message charges, no hidden costs, and no IT team required. Most financial services firms are up and running within a day.

See Your Pricing → Read common questions ↗
2,400 Messages per minute
99.9% Uptime guaranteed
<8s Average delivery time
The Calling Tree emergency alert dashboard

Pricing

One annual fee. Every alert included.
Pick the plan that fits your firm's size.

Use the slider below to find your plan. Prices shown in Pounds Sterling, exclusive of applicable taxes.

Currency
Organisation size 100 people

Need more than 800 people? Give us a call →

Standard

A great entry option with our core messaging tools and administrator support. Suitable for firms that need key notifications with response tracking a few times per year.

£ 205 / Month
Includes:
  • 100 Users
  • 2 Administrators
  • 500 Messages (Voice/SMS)
  • Admin Email Support
  •  
  • Unlimited App users
  • Onboarding Assistance
  •  
  •  
  • Standard Reporting
  • Global Coverage
  • Pooled Numbers
Most Popular

Business

Our most popular plan, with larger message allowances and priority support. Ideal for financial services firms that need reliable communication, full audit trails, and accountability without complexity.

£ 250 / Month
Includes:
  • 100 Users
  • 4 Administrators
  • 1,200 Messages (Voice/SMS)
  • Admin Email Support
  • 24/7 Telephone Support
  • Unlimited App users
  • Onboarding Assistance
  • Roll-out Assistance
  •  
  • Standard Reporting
  • Global Coverage
  • Dedicated Numbers

Enterprise

Maximum capacity, custom reporting, and a dedicated account manager, built for larger financial services firms and multi-office operations that need complete control and white-glove support.

£ 420 / Month
Includes:
  • 100 Users
  • 5 Administrators
  • 2,400 Messages (Voice/SMS)
  • Admin & User Email Support
  • 24/7 Priority Support
  • Unlimited App users
  • Onboarding Assistance
  • Roll-out Assistance
  • Dedicated Account Manager
  • Custom Reporting
  • Global Coverage
  • Dedicated Numbers

Frequently Asked Questions for Financial Services Firms

How quickly can we get started?

We'll set up your firm's private administration console with sample data so you can see exactly how it works. Once you have your admin logins, you simply send registration codes to staff and advisers, and your firm can be live in hours, not weeks.

Is our data secure?

Your data is hosted in a carbon-neutral, ISO-certified European data centre. With 24/7 monitoring, redundant power, and full GDPR compliance, you can be confident your firm's information is secure and always available.

Can you help us prepare our staff list?

Yes. Whether you have a directory export, CSV file, or spreadsheet, we'll convert your data into the Calling Tree format for you. All we really need is Name, Email, and Phone. We'll handle the rest and make rollout simple.

What number do messages come from?

Where available, we provide your firm with a dedicated SMS or voice number. Staff can reply directly, and their responses appear instantly in your admin console. If a dedicated number isn't possible, we'll advise on the best alternative.

How many messages can we send?

Every package includes a generous allowance of messages per user. Our dedicated gateway can handle 2,400 messages per minute, fast enough to reach every department across multiple offices in seconds, whether by SMS, voice, or both.

What languages are supported?

SMS can be sent in any language supported by your keyboard. Voice messages are available in most languages, with options for male/female voices and regional accents.

Can we customise staff details?

Yes. In addition to standard fields (Name, Email, Team, Phone), you can add up to 20 custom fields. Financial services firms often use these for Department, Office Location, Role, or Regulatory Status. This makes filtering and targeting messages fast and precise.

Do you support staff directly?

We always support your nominated administrators. Depending on your plan, we can also provide direct assistance for advisers and staff, issuing app codes, troubleshooting, and handling usage queries. Every interaction is logged and reported back to you.

What reports can financial services firms see?

You'll see live delivery and response tracking every time you send a message. You'll also have access to rollout reports (who has installed the app), last-access stats, and complete administrator action logs for audit, FCA compliance, and accountability.

Can we share documents with staff?

You can upload PDFs (business continuity plans, regulatory procedures, office maps, emergency contact lists) to the admin console and make them available by department, office, or role. The app stor

Free Trial Available - Check out the solution

Confirm your firm's price, or try it free

We'll confirm your firm's pricing and guarantee it for 6 months. Prefer to test first? Get a fully functional trial with access to all app features. Our team will create your private admin console, help onboard sample or staff data, and guide you through a real-world send so you can see it in action.

This quarter only: financial services firms receive 20% additional SMS and voice credits free when they come on board.

Lock in my firm's price We'll honour your rate for 6 months. Start my free trial Use every feature with your own data.

...or call us on +44 345 054 2372 (lines open 24x7) or email info@thecallingtree.com

The Calling Tree for Financial Services

Manage staff, business continuity documents, broadcast messages, call trees, and office maps, all from your private, secure admin console.
The Calling Tree admin console showing financial services communication tools

Keeping Your Firm Connected

From urgent alerts to business continuity plans, every adviser and staff member stays informed and equipped when it matters most.
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Registered in England 08075830 - 16 Fern Close, Camberley. GU16 9QU