Money Concepts

download pdf
Industry : Financial Services
Fonality allows us to put sales people anywhere.
- Dan Throop
President
About the Customer

Money Concepts provides their clients with the tools to achieve financial
independence. Through an integrated approach to personal finance, they
help their clients accomplish four things: assess their current financial
situation, determine their financial priorities, set realistic goals, and
implement the financial tools to achieve these goals.

Challenges:

• Connect remote employees to the main phone system
• Improve departmental and customer communications
• Provide a business phone solution that is flexible and easy to install and manage
• Project a professional sound and feel to customers calling in
• Find an affordable solution that didn’t require a capital expense or a large initial investment

The Solution:

• Call Center Edition for 4 employees
• Saved Money Concepts approximately $5,000 compared to traditional phone systems
• Auto Attendant, Name Directory & Music On Hold project professional look and sound to callers
• Voicemail
• Voicemail to Email
• Unlimited Extensions can be created with just a click of a mouse
• Call Forwarding assures employees they’ll never miss a call
• FindMe allows callers to find employees wherever they are: on cell phone, at home, or at a branch office
• Unlimited Call Queues
• Skills Based Routing