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Modernizing Voice Communications for Traders

Modernizing Voice Communications for Traders

CASE STUDY

Unigy by IPC is a sophisticated, integrated platform designed to enhance trading communications and compliance within financial markets. Implemented across thousands of trading floors, its innovative capabilities extend to Wealth Management, Client and the IQ/MAX Touch turret, it fundamentally advances the way finance professionals communicate and work.  

IPC’s vision was to further extend Unigy’s capabilities by delivering an unprecedented level of integration of voice with third-party applications and workflows, with the ultimate goal of driving end user productivity and client-centricity. Here™, the leading framework for desktop interoperability, was the perfect technology partner. But that was just the beginning.

IPC engaged Expero, a long standing Here™ Certified Development Partner, to bring this vision to life. With expertise in financial workflows, Expero's User Experience design team worked closely with product leadership at IPC to detail this vision, and create a detailed roadmap for Expero engineers to implement as an Here™ compatible application delightfully integrated with third-party applications.  

The result: OneView portfolio, a game-changer in financial service workflows, with deep integration of voice communication into end-user workflows and applications such as Microsoft Outlook, Dynamics, Teams and Salesforce. Fully configurable at the enterprise and end-user level, it fits many patterns of use, and with established design patterns and technology in place, other proprietary data and applications can be integrated, with Expero ready to help."OneView Portfolio represents a significant leap forward in how Unigy can empower financial professionals. By integrating seamlessly with the applications our clients use every day, OneView eliminates the need for context switching and keeps critical information at their fingertips. This singular focus on user experience, along with the deep integration with communication workflows, is a game-changer for productivity and client service. We're excited about the positive feedback we've received from early adopters and look forward to bringing OneView to a wider audience,” says Brett Berkowitz, Sr. Product Manager, IPC Systems.

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