Willow Street Advisors, LLC

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Industry : Financial Services
Fonality offers us more options.
- Laura Ferguson
Administrative Assistant
About the Customer

Willow Street Advisors, LLC focuses on providing customized investment
management solutions designed and implemented according to each client’s
unique circumstances. Every investment strategy is aligned with their clients’
best interests and tailored to their financial goals. They have the capability to
meet their clients’ needs by using proprietary portfolio management, open
architecture (separately managed external manager accounts) and hybrid
approaches.

Challenges:

• Provide a business 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
• Find a phone solution that could grow with their business

The Solution:

• Standard Edition for 6 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