Cloud VoIP Install & Training Wealth Advisors

Overview

Completion date: January 8, 2025

Location: Calabasas, CA

A wealth management firm with a team of six financial advisors located in Calabasas, CA relied on a traditional, landline-based phone system that lacked the modern features needed for efficient client communication and remote work. They required a professional, reliable system with advanced call management and recording capabilities to meet compliance standards and provide a seamless experience for their clients.

We installed Elevate, a cloud-based VoIP phone system with advanced features tailored to the financial services industry. This included:

• Call recording: All calls were recorded for regulatory compliance and quality assurance.
• Auto-attendant: A professional, multi-level auto-attendant directed client calls to the appropriate advisor or department.
• Mobile integration: Advisors were equipped with softphone applications on their mobile devices, allowing them to make and receive calls from their business number while out of the office.
• CRM integration: The VoIP system was integrated with the firm's client relationship management (CRM) software, allowing staff to see client information on incoming calls.
• On-site training: The team received comprehensive training to ensure they could utilize all the new features effectively.

The wealth management firm upgraded its communication capabilities, ensuring compliance while improving client service. The new system''s mobility features also supported advisors who frequently meet with clients off-site, and the professional call routing enhanced the firm's reputation.

Omar Abdelfattah, Maria Izanhour

The Commons In Calabasas, California