Case Study: Concurrent boosts agent efficiency with Desk365

Concurrent scales to 100+ agents with Desk365

Concurrent, a multi-custodial hybrid registered investment adviser, was struggling with managing the high volume of cross-departmental emails required to support its network of financial advisors. As the company scaled, tracking conversations became difficult, leading to lost messages and slower response times. The firm needed a true ticketing system to streamline communication and maintain accountability, prompting their search for a solution that led them to Desk365's helpdesk platform.

By implementing Desk365, Concurrent gained a ticketing system that integrated seamlessly with their existing Microsoft 365 environment. The solution enabled them to automate ticket routing, use private notes for collaboration, and leverage detailed reporting. As a result, Desk365 provided the visibility needed to optimize team workloads and make data-driven hiring decisions, ultimately onboarding over 100 agents and significantly boosting agent efficiency and organizational accountability.

Concurrent