Katz Family Financial

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Industry : Finance
It’s a new era of communications!!
- Mark Katz
Owner
About the Customer

Katz Family Financial is an invesment advisory firm.

Challenges:

• Project a professional sound and feel to customers calling in
• Port existing numbers over to new system
• Reduce phone system and service costs
• Provide a business phone solution that is flexible and easy to install
and manage

The Solution:

• Standard Edition for two employees
• Reduced Katz’ phone system and service costs by 50%
• Auto Attendant, Name Directory & Music On Hold project professional look and sound to callers
• Unlimited Inbound and Outbound Calling saves on long distance
• Voicemail
• Call Forwarding assures employees they’ll never miss a call
• Web Admin User Panel gives administrators the ability to manage
all aspects of phone solution remotely or a user panel for individuals
allows anyone to manage their personal configurations
• Powerful Reporting provides real-time call logs for all extensions with
powerful search and filter parameters