Walker Financial Partners, LLC - MassMutual Agency

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Industry : Financial Services
We love Fonality’s ease of use and integration with information systems.
- Christopher Matheson
Vice President
About the Customer

Walker Financial Partners, LLC is a MassMutual Financial Agency located in Westlake Village, CA . They provide wealth management, business and estate planning, and financial services.

Challenges:

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

The Solution:

• Standard Edition for 10 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