Case Study: SLG Financial Solutions improves client experience with CloudCall

SLG Financial Solutions improves compliance with CloudCall after 6-month case challenges

SLG Financial Solutions, a financial advisory firm, struggled with a telephony system that integrated poorly with their Microsoft Dynamics 365 CRM. Their previous provider did not offer adequate call recording storage for compliance needs or sufficient customer support. They turned to the vendor CloudCall to find a solution that would be an asset to their business and help improve the client experience.

CloudCall provided a unified communications platform that integrated seamlessly with Dynamics 365. The solution gave SLG easy access to cloud-stored call recordings, automated call logging, and features like pausing recordings for sensitive data, which greatly improved compliance. As a result, agent productivity increased, management gained better visibility for training, and the reliable system supported the company's confidence for future growth. A company representative also praised CloudCall's support for being responsive and effective.

SLG Financial Solutions