Job completed for VoIP Integration with Salesforce for a Financial Advisory Firm in Calabasas, CA

Completion date: September 19, 2025

Location: Calabasas, CA

Why did the customer contact us?

A financial advisory firm in Calabasas, CA, with a team of 15 advisors and support staff. The firm needed a unified communication system that could improve client management and meet stringent compliance requirements. Their existing phone system lacked integration with their Salesforce CRM, leading to inefficient call logging and a fragmented view of client interactions. They also needed secure call recording to meet regulatory standards.

Solutions provided:

Easier Communicantions - Canoga Park deployed a cloud-based VoIP system with a native Salesforce integration, designed for financial services:

• Salesforce integration: The VoIP system was configured to automatically log calls, create new leads, and display client information on incoming calls.
  
• Secure call recording: All calls were recorded and stored with end-to-end encryption, ensuring compliance and data protection.
  
• Performance dashboards: Provided dashboards to monitor call volume, call duration, and other key metrics, enabling managers to optimize performance.
  
• Mobile integration: Advisors were equipped with mobile softphone apps, allowing them to manage secure and compliant client calls from anywhere.
  

The financial advisory firm in Calabasas streamlined its client communication, improved data accuracy, and strengthened regulatory compliance. The new system's seamless integration with Salesforce installed by Easier Communicantions - Canoga Park enhanced client service, and the secure features provided peace of mind for both the firm and its clients.

Team members on this project:

Omar Abdelfattah, Maria Izanhour