Job completed for VoIP Integration with CRM for a Retirement Planning Firm in Burbank, CA

Completion date: April 22, 2025

Location: Burbank, CA

Why did the customer contact us?

A specialized retirement planning firm with 12 employees, including financial planners and support staff, located in Burbank, CA.

The firm needed a more efficient way to manage client communications, especially for sensitive retirement planning discussions. Their existing phone system was not integrated with their CRM, requiring manual data entry and leading to potential communication gaps and compliance risks.

Solutions provided:

We deployed a cloud-based VoIP system with native CRM integration and enhanced security features:

• CRM integration: The system automatically logged all calls in the firm's CRM, including call recordings and notes, ensuring a complete communication history for each client.
• Secure call recording: Implemented end-to-end encrypted call recording to meet regulatory compliance standards and protect sensitive client information.
• Mobile apps: Equipped financial planners with mobile softphone apps for secure and compliant communication with clients while away from their desks.
• Reporting and analytics: Provided dashboards for monitoring call volume and client interaction metrics to improve service delivery and optimize staff time.

The retirement planning firm streamlined its communication workflow, improved data accuracy, and strengthened regulatory compliance. The new system's seamless integration and security features enhanced client trust and improved overall operational efficiency.

Team members on this project:

Omar Abdelfattah, Maria Izanhour