Case Study: Mariner Wealth Advisors achieves more effective internal communication with The Bot Platform

How Mariner Wealth Advisors are using bots on Workplace to improve information delivery, knowledge sharing and company communication

Mariner Wealth Advisors, a financial services firm with 685 staff across 35 U.S. locations, needed a better way to manage internal communications during a major IT overhaul of its phone systems. Working with The Bot Platform and Workplace, the company sought to simplify information delivery, reduce manual support, and keep employees informed throughout the rollout and beyond.

The Bot Platform helped Mariner Wealth Advisors deploy several Workplace bots, including an RC Rollout bot for the RingCentral phone migration, an HD Stand-up bot for daily team updates, and a Benefits Open Enrollment bot for HR communications. These bots broadcast updates, shared training and FAQ content, collected questions, and routed unknown issues to the right teams, resulting in a 100% successful phone system rollout to 35 offices, a 93% more effective stand-up process, and a 25% increase in benefit sign-ups.

Mariner Wealth Advisors

Justin Stolberg

Senior Manager, IT helpdesk