Kobo Wealth

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Industry : Financial Services
Fonality makes us more efficient.
- Cris Borden
Director
About the Customer

Kobo Wealth Conservancy & Family Office is a registered Investment
advisory firm. They offer investment advice to individuals and 401k
plans.

Challenges:

• Provide a phone solution that is flexible and easy to install and manage
• Improve departmental and customer communications
• Project a professional sound and feel to customers calling in

The Solution:

• Standard Edition for 4 employees
• 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 system 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