Case Study: Betterment achieves 47% cost savings and a mobile-first, scalable communications platform with Dialpad

How a financial services startup is powering its meteoric growth with Dialpad

Betterment, a fast-growing financial services startup that helps customers invest smarter, faced the pain of rapid headcount growth, an outdated desk-phone system, intensive IT administration and the need for a scalable communications platform. As the company prepared to double its workforce, a lean IT team needed a solution that could follow a mobile, distributed workforce without adding operational overhead.

Betterment moved to Dialpad’s pure cloud communications stack, replacing legacy telephony with a single platform for voice, video, messaging and device-to-device call transfer that integrates with Google Apps. Deployment was quick and self-service, admins gained granular analytics and remote user management, and the company realized 47% cost savings alongside faster onboarding, reduced IT waste and a mobile-first workplace.

Betterment

Mike Bongardino

Tech Ops Manager