--- 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) ![Tim Dancey](https://go.contivio.com/hubfs/Circular%20black-and-white%20author%20headshot.png) Tim Dancey is Chief Revenue Officer at Contivio, where he leads global business development and sales. Since joining in 2013, he has helped expand Contivio’s presence across the United States, Canada, Europe and Asia. His work focuses on helping businesses connect voice, SMS, chat and AI with NetSuite and other CRM and ERP platforms to improve customer service, sales productivity and workflow automation. ### 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? 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