Job completed for Secure Multi-Office VoIP System for a Financial Advisor Group in Woodland Hills and Tarzana, CA

Completion date: June 25, 2025

Location: Woodland Hills and Tarzana, CA

Why did the customer contact us?

A financial advisory group operating two offices in Woodland Hills and Tarzana, CA, with a total of 20 employees.  The firm's existing communication was fragmented between the two locations, making seamless client service and internal collaboration difficult. They needed a secure, reliable, and integrated VoIP system to handle sensitive client conversations, facilitate inter-office transfers, and support advisors working remotely or between branches.

Solutions provided:

We deployed a cloud-based VoIP system designed for secure, multi-location financial services firms:

• Centralized call routing: A single auto-attendant was configured to serve both offices, directing clients to the appropriate advisor or department regardless of location.
• Secure call recording: All inbound and outbound calls were recorded for compliance purposes and securely stored, with easy access for audit and training.
• Mobile apps for advisors: Financial advisors were equipped with mobile softphones, allowing them to make and receive calls from their business line while traveling between offices or meeting clients off-site.
• Inter-office dialing: Employees could easily reach colleagues at either location using simple extension dialing, fostering better collaboration.

The financial advisory group achieved a unified communication system across their multiple locations, enhancing professionalism and client experience. The secure call recording ensured compliance, and the mobile flexibility improved advisor productivity and client responsiveness.

Team members on this project:

Omar Abdelfattah, Maria Izanhour