Business Continuity · Incident Response · Regulatory Compliance

Stay in Control
When the Unexpected
Happens

Keep your firm running, your people safe, and your reputation intact, whatever arises. Instant, auditable communication that shows clients, regulators, and auditors your firm is prepared, organised, and in control.

When something happens, you don't have time to rely on a single channel. Alerts go out across SMS, voice call, and mobile app simultaneously, tracked in real time, so you always know who's reached and who's responded.

<8s To reach the whole firm
Real-Time Response tracking
99.9% Uptime guaranteed

Built for real financial services incidents

💻
Systems or Trading Platform Outage
Alert all staff instantly. Push guidance to advisers and operations simultaneously, with a complete audit trail ready for your incident report.
🔒
Data or Cyber Incident
Coordinate your response team in seconds. Logged communications support your FCA notification obligations and internal governance requirements.
🏢
Office Closure or Evacuation
Firm-wide notification in moments. Confirm who is safe and where, with pre-approved messages sent the instant the decision is made.
📋
Regulatory or Compliance Event
Reach the right people immediately. No confusion, no missed messages, no phone trees, and a full record to support your response.
Financial Services Firms & IFAs Operations & Compliance Leads Senior Management & Directors Risk & Regulatory Officers
Why financial services firms choose us

Your continuity plan is only as good as your communication.

When disruption strikes, your firm's ability to respond quickly and demonstrate control is what protects clients, people, and reputation.

⚖️

Regulatory Confidence

Every message sent is logged, timestamped, and reportable. Demonstrate to the FCA, auditors, and clients that your business continuity isn't just a policy document... it's a working system.

🛡️

Duty of Care, Delivered

Whether a lone worker, a remote adviser, or a full office evacuation, know exactly who is safe, who has responded, and who needs follow-up. In real time, every time.

⏱️

Hours of Management Time Saved

Remove the stress of manual coordination. What used to take an operations manager an hour of phone calls happens automatically in seconds, with a full audit trail waiting for you.

Getting started

From sign-up to sending in a single day.

No IT project. No lengthy procurement. Most firms are operational within 24 hours, here's exactly how it works.

1
Setup

Your branded console is created for you

We build your private administration console, branded to your firm and configured to your structure. Ready before you even log in.

2
Setup

Assign your administrators

Grant admin access to the right people, by office, team, or role, with full control over who can send which alerts.

3
Setup

Upload your people and continuity documents

Import contacts from any format, Excel, CSV, or HR system exports. Categorise by office, department, or role. Upload your business continuity plans and key procedures so staff can access them instantly from the app.

4
Live

You're up and running

Console live, people loaded, admins in. You can send your first alert today. Most firms reach this point within 24 hours.

5
Maturity

Test, drill, and build confidence

Run a live continuity drill. Confirm delivery rates and document access. Familiarise your team with responding. The best time to test your plan is before you need it.

6
Maturity

Build your pre-approved message library

Create ready-to-send messages for every scenario, systems outage, regulatory notification, data incident, office closure. Written when heads are clear, ready when they're not.

Setup, typically day one
Live, you're operational
Maturity, ongoing resilience

Ready to see it set up with your own firm's data?

Book a free demo today →
Audit. Evidence. Control.

Your incident response, on the record.

Financial services firms operate under scrutiny. When something goes wrong, the FCA, auditors, and clients will want to know what you did and when. The Calling Tree gives you instant, auditable communication, a complete, timestamped record of every alert sent and every response received.

No more reconstructing a chain of events from memory. No more relying on a manually managed phone tree that nobody tested. A credible continuity plan, evidenced in writing.

FCA-ready incident records Every communication is logged and exportable, ready to support your regulatory obligations and internal governance requirements.
Multi-channel delivery, nothing missed SMS, voice call, and mobile app simultaneously. Critical messages get through even when networks are under pressure.
Real-time response tracking See exactly who has received, read, and responded. Immediate visibility, not a report you pull the next morning.
Instant leavers & joiners Remove someone from the console and their access stops immediately, including access to sensitive continuity documents. Bulk HR uploads keep your roster current.
Your administration console

Fully branded. Completely yours.

Manage users, documents, call trees, and messaging from your private web portal. You are in control.

The Calling Tree administration console on MacBook
Built for your people

Simple enough for every team member. Powerful enough for every incident.

Personal Onboarding

We work with you.

From initial demo right through to firm-wide roll-out, we work alongside you to ensure you get the best possible result. Our personal onboarding assistance gets you up and running in no time, without involving your IT department.

App Roll-out in Minutes

No IT project required.

Send staff a time-sensitive registration code. They download the app, enter the code, and they're connected. Available on iOS and Android, it's the one thing you can guarantee your people will have close at hand 24/7.

Security & Access Control

Right information, right people.

You control who has access to what. Assign documents, contact lists, and alert permissions by department, office, or role. Restrict access to sensitive continuity information and personal data as fits your firm's policy.

Ready to feel confident in your continuity plan?

See The Calling Tree set up with your own firm's data, free, no commitment, and most firms are live the same day.

Book a free demo today →
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Registered in England 08075830 - 16 Fern Close, Camberley. GU16 9QU
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