Financial Fortress Ltd.

Brief

Financial Fortress are independent a financial and mortgage advisers that offer honest, transparent and value for money service to thier clients. Following impressive growth, they recently moved into new offices to accommodate their increasing team and are also looking at setting up further advisory hubs around the North West.

With Financial Fortress being very much a forward-thinking business, who have already invested heavily in financial sector applications they were keen to equip themselves with a full suite of next-generation technology tools that would meet and scale with their growth ambitions. Vital to this investment has been the need to ensure it underpinned the company’s belief that good financial planning is key to everyone at all stages of their lives to ensure total financial security, protecting loved ones and allow absolute peace of mind.

Financial Fortress had limited in-house tech knowledge and chose Connectus because of the strong technical and operational capabilities the company enjoys along with a local presence in the North West.

Solution

With the relocation to their newly refurbished office complete, Financial Fortress explained what they required to ensure they could perform at optimal levels in their new premises. 

As so much of their work is dependent on communication, online research and email they needed a service that was fast, reliable and maximised the team’s collaboration across all parts of the rapidly growing departments of pensions, investments, mortgages and busienss funding.

Financial Fortress engaged Connectus to provide state-of-the-art VoIP telephony and business broadband services.

Outcome

Connectus designed the VoiP telephony workflow and delivered an inclusive handset, smartphone MI app, providing full UC and minutes bundle over a managed fibre connection to the new office space on a fixed fee basis.

Following some initial engineering challenges, Financial Fortress now benefit from a much more agile, better connected and enabled workforce that are fully prepared for the continued growth of the company.

Wayne Musker, Managing Director of Financial Fortress , said, “it is safe to say we had a number of technical problems as we are in a rural village location and being a technophobe have no patience with technology.  The team at Connectus worked through all the issues resulting in our modern phone systems with all the functionality we need including AI Based call recording, direct lines for all the team, an 0800 number and different inbound area codes.”