Case Study: EP Wealth Advisors achieves improved service quality and 20% annual savings with RingCentral

EP Wealth Advisors Improves Service Quality While Ringing Up Big Savings with RingCentral

EP Wealth Advisors, a Torrance-based wealth management firm managing over $4 billion in assets with about 85 employees, faced limitations from a hybrid PBX setup: basic chat, a separate meeting tool, poor vendor support with long hold times, and an impending VoIP migration that risked more disruption. IT leadership wanted a reliable, full-featured, and cost-effective communications platform that would support multiple locations and simplify onboarding for acquisitions.

EP Wealth moved to RingCentral, using its Phone, Meetings, and app-based chat plus RingCentral Professional Services to port numbers, build auto-receptionists and queues, and merge a recently acquired office. The new system simplified configuration, improved internal collaboration and client meetings (including screen sharing and webinars), sped up rollouts for new locations, and delivered roughly 20% annual cost savings while boosting service quality and scalability.

EP Wealth Advisors

Aaron Solorzano

IT Manager