Financial Services
Financial Services Firm Modernizes Communications with UCaaS, Achieves 42% Cost Savings
The challenge
A wealth management firm was operating aging PBX systems across 5 offices with limited collaboration features, expensive maintenance contracts, and inability to support hybrid work arrangements.
The solution
Migrated to RingCentral UCaaS platform with full integration to Salesforce CRM, Microsoft 365, and compliance recording. Implemented softphones for remote workers and maintained local presence numbers across all locations.
The outcomes
- Cost Reduction
- 42%
- Offices Unified
- 5
- Remote Capability
- 100%
- Full Deployment
- 30 days