BDB Financial

EV installed fibre internet connectivity into the office to support Voice, Data and access to other Cloud services.

BDB Financial Case Study

Based in North Yorkshire, BDB operates from a single site and offers private financial services, based on Nobel Award-winning research, to deliver the most successful outcomes possible for its clients, through an expert team of Personal Finance Directors.

BDB Financial’s Challenges

BDB Financial recognised the need to review their existing telephone system, which had been in place for a number of years. Key to the project would be the need for a new supplier to provide and manage a smooth migration from its existing phone system, move the telephone service entirely to the Cloud, provide high quality connectivity and integrate the new telephone service with the operations’ existing Customer Relationship Management (CRM) system.

Key components of the solution BDB required included having the ability to dial from and screen incoming calls from their CRM, enabling them to deliver a seamless service to their customers and make life easier for staff.

Secondly, the business needed a system in place which would be exceptionally reliable so they could always maintain the highest levels of service for their customers.

The Solution

Everything Voice was chosen to design and supply their hosted VoIP platform to serve all users. Based on GENBAND’s globally recognised hosted VoIP platform, Everything Voice implemented a Synergy Hosted cloud-based VoIP solution and distributed Polycom’s VVX range of IP handsets, along with Zoiper software to integrate into the CRM.

With resilience at the core of the solution, the Synergy platform sits within an extensive, fault tolerant and resilient datacentre network with no single points of failure, designed to maximise uptime and ensure the phoneline was always open, while maintaining the highest quality audio and stability possible.

The GENBAND platform incorporates a central administration system for management of call routing and voicemail and a user portal for each user to access system directories, call management information and personal call routing preferences. Furthermore, features including Conversation Recording can be easily added at a later date through a simple monthly add-on.

As voice quality is so fundamental in VoIP implementations, Everything Voice also installed fibre internet connectivity into the office to support Voice, Data and access to other Cloud services with the Service Level Agreement including guaranteeing fix-times and service availability greater than 99.99%.

Everything Voice implemented the new system in parallel with the existing telephone platform to allow time for testing and configuration before the Hosted VoIP solution went live. EV continues to provide post installation support, although BDB Financial has access to the system management console to make alterations as, and when, it sees fit.

Key Benefits

No proprietary telephone system hardware necessary

Low-cost, easy-to-manage, cloud-based solution

All system management can be performed by BDB Financial

New internet connectivity reduced costs and improved system performance

Direct integration with BDB Financial’s CRM for enhanced user experience

Customer Testimonial

“We decided to go for a hosted VoIP platform for our new telephony system because it gave us the flexibility we need to grow our team and not worry about the number of lines. Similarly, it gave us a great platform to integrate our phone line and CRM. We knew call quality was very important to our clients and found Everything Voice’s Synergy platform to offer a stable and reliable line. Everything Voice were very supportive in our project, especially in the implementation phase, and ensured that we could migrate our systems smoothly.”

Oliver Smith – BDB Financial