Financial Services
Enterprise UCaaS Migration for Financial Services Firm
The challenge
Investment firm needed to replace aging PBX systems across 8 offices while supporting increasingly remote workforce. Required SEC-compliant call recording, seamless mobile integration, and integration with Salesforce CRM.
The solution
Migrated to enterprise UCaaS platform with comprehensive features including HD voice/video, team messaging, and mobile apps. Implemented SEC-compliant call recording solution. Integrated with Salesforce for click-to-dial and automatic call logging. Upgraded internet circuits to ensure call quality.
“Oqitor guided us through UCaaS platform selection and flawlessly executed the migration. The new system is a massive improvement over our old phone system. Employees love the mobile apps, and Salesforce integration boosted sales productivity.”
The outcomes
- Annual telecom cost savings (38% reduction)
- $180K
- Employee satisfaction with new system
- 94%
- SEC compliance maintained
- 100%
- Deployment time for 1,200 users
- 6 weeks