---
title: Contivio.com For Financial Services
description: Contivio.com For Financial Services
image: https://go.contivio.com/hubfs/finance%20photo.jpeg
---

The Complete Cloud Contact Center & Telephony Solution

[1.800.282.8105](tel:18002828105)

[![contivio](https://go.contivio.com/hubfs/raw_assets/public/Templates/Custom/Blog/img/contivio-logo.svg "Contivio-logo-alt.svg")](https://www.contivio.com/)

- [Product](https://www.contivio.com/product/) 
    - [Overview](https://www.contivio.com/product/)
    - [All Features](https://www.contivio.com/all-features/)
- Solutions 
    - [Mobile CCaaS](https://www.contivio.com/mobile-ccaas/)
    - [Omnichannel](https://www.contivio.com/omnichannel/)
    - [All Teams](https://www.contivio.com/phone-systems/)
- [Integrations](https://www.contivio.com/integration/) 
    - [NetSuite](https://www.contivio.com/netsuite/)
    - [Salesforce](https://www.contivio.com/salesforce/)
    - [Microsoft](https://www.contivio.com/microsoft/)
    - [Others](https://www.contivio.com/others/)
- [Pricing](https://www.contivio.com/pricing/)
- [Customers](https://www.contivio.com/case-studies/)
- [Contact Sales](https://www.contivio.com/contact-sales/)

The Complete Cloud Contact Center & Telephony Solution

- [Product](https://www.contivio.com/product/) 
    - [Overview](https://www.contivio.com/product/)
    - [All Features](https://www.contivio.com/all-features/)
- Solutions 
    - [Mobile CCaaS](https://www.contivio.com/mobile-ccaas/)
    - [Omnichannel](https://www.contivio.com/omnichannel/)
    - [All Teams](https://www.contivio.com/phone-systems/)
- [Integrations](https://www.contivio.com/integration/) 
    - [NetSuite](https://www.contivio.com/netsuite/)
    - [Salesforce](https://www.contivio.com/salesforce/)
    - [Microsoft](https://www.contivio.com/microsoft/)
    - [Others](https://www.contivio.com/others/)
- [Pricing](https://www.contivio.com/pricing/)
- [Customers](https://www.contivio.com/case-studies/)
- [Contact Sales](https://www.contivio.com/contact-sales/)

[1.800.282.8105](tel:+18002828105)

# Contivio.com For Financial Services

Posted by [Tim Dancey](https://go.contivio.com/blog/author/tim-dancey) on 5/20/14, 5:00 AM

Find me on:

[LinkedIn](https://www.linkedin.com/in/tim-dancey-b352a571)

- [Tweet](https://twitter.com/share)

Sacramento, CA — May 20, 2014 — On Tuesday [Contivio.com and Reverse Mortgage Funding](https://www.contivio.com/cloud-contact-center-case-studies/rmf/) combine efforts and go live with a new integrated financial services solution that connects Contivio.com's contact center and telephony solution and apps to NetSuite.

“We are excited to work with Reverse Funding, a leader in financial services for reverse mortgages, and help them provide their customers with the best possible service,” said Greg Marmulak, COO of Contivio.com. “Working to provide one unified customer-centric experience to bridge multichannel communications with financial services is a step in the right direction proving contact center software isn't just for call centers.”

 Topics: [Company News](https://go.contivio.com/blog/tag/company-news), [Contivio Customers](https://go.contivio.com/blog/tag/contivio-customers)

### Written by [Tim Dancey](https://go.contivio.com/blog/author/tim-dancey)

<https://go.contivio.com/blog/author/tim-dancey>

![Tim Dancey](https://go.contivio.com/hubfs/tim%20dancey.jpg)

Tim Dancey, VP of Global Business Development & Sales has over 6 years of experience successfully driving marketing and sales across international boundaries. Tim joined the Contivio team in the spring of 2013. In a few short years, Tim has grown the Contivio global brand throughout the US, Canada, Europe and Asia, while overseeing US-based operations.

### Who is Contivio?

Contivio is an omnichannel [cloud contact center & telephony solution](https://contivio.com) that integrates with almost any CRM or ticketing system to increase agent efficiency and improve customer experiences. 

### Recent Posts

### Topics

- [NetSuite (47)](https://go.contivio.com/blog/tag/netsuite)
- [Contact Center Features (45)](https://go.contivio.com/blog/tag/contact-center-features)
- [Company News (43)](https://go.contivio.com/blog/tag/company-news)
- [Contivio Customers (19)](https://go.contivio.com/blog/tag/contivio-customers)
- [Omnichannel (19)](https://go.contivio.com/blog/tag/omnichannel)
- [Demos & Videos (14)](https://go.contivio.com/blog/tag/demos-videos)
- [Contact Center Best Practices (12)](https://go.contivio.com/blog/tag/contact-center-best-practices)
- [Sales & Outbound (11)](https://go.contivio.com/blog/tag/sales-outbound)
- [Microsoft (8)](https://go.contivio.com/blog/tag/microsoft)
- [Live Chat (5)](https://go.contivio.com/blog/tag/live-chat)
- [Partnerships (4)](https://go.contivio.com/blog/tag/partnerships)
- [SugarCRM (3)](https://go.contivio.com/blog/tag/sugarcrm)
- [CRM Automation (2)](https://go.contivio.com/blog/tag/crm-automation)
- [Customer Intelligence (2)](https://go.contivio.com/blog/tag/customer-intelligence)
- [MCP (2)](https://go.contivio.com/blog/tag/mcp)
- [Oracle (2)](https://go.contivio.com/blog/tag/oracle)
- [SMS (2)](https://go.contivio.com/blog/tag/sms)
- [AI (1)](https://go.contivio.com/blog/tag/ai)
- [Contivio (1)](https://go.contivio.com/blog/tag/contivio)
- [Contivio Culture (1)](https://go.contivio.com/blog/tag/contivio-culture)
- [Industry News (1)](https://go.contivio.com/blog/tag/industry-news)
- [Salesforce (1)](https://go.contivio.com/blog/tag/salesforce)
- [Uncategorized (1)](https://go.contivio.com/blog/tag/uncategorized)
- [claude (1)](https://go.contivio.com/blog/tag/claude)

See all

###### Get Started

## Transform Your CRM Into a Contact Center

Want to extend your CRM‘s core functionality so that you‘re able to give your customers the very best in personalized service?

[Contact Sales](https://www.contivio.com/contact-sales/)

[![contivio-logo](https://go.contivio.com/hubfs/contivio-logo.svg "contivio-logo")](https://www.contivio.com/)

###### Product & Solutions

- [Overview](https://www.contivio.com/product/)
- [All Features](https://www.contivio.com/all-features/)
- [CRM Integration](https://www.contivio.com/integration/)
- [Solutions for Teams](https://www.contivio.com/phone-systems/)
- [Omnichannel](https://www.contivio.com/omnichannel/)

###### Resources

- [Pricing](https://www.contivio.com/pricing/)
- [Blog and News](https://go.contivio.com/blog/)

###### Support

- [Email Support](mailto:Support@Contivio.com)
- [Help Center](https://go.contivio.com/support)
- [USA: (800) 282-8105](tel:+18002828105)
- [AUS: +61 2 9931-2020](tel:+612022099312020)

###### Terms of Service

- [End User Services Agreement](https://www.contivio.com/end-user-services-agreement/)
- [Terms and Conditions](https://www.contivio.com/professional-services-standard-terms-and-conditions/)
- [Anti-Spam Policy](https://www.contivio.com/anti-spam-policy/)
- [Cancellation Policy](https://www.contivio.com/cancellation-policy/)
- [Privacy Policy](https://www.contivio.com/privacy-policy/)
- [Copyright Notice](https://www.contivio.com/copyright/)

© 2022 Contivio.com

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