Case Study: Financial Processing Solutions Group achieves outstanding caller experience and actionable call analytics with RingCentral

How an Innovator in the Retirement Planning Industry Delivers an Outstanding Experience for Every Caller

FPS Group is a Denver-based provider of technology-driven retirement planning and administration solutions for plan sponsors, advisors, and individual account holders. As the company grew, its legacy phone system couldn’t handle spikes in call volume, lacked efficient routing and transfer capabilities, and offered no meaningful call analytics—leaving agents overwhelmed and customers frustrated during critical onboarding and support moments.

FPS deployed RingCentral’s cloud communications platform, adding phone-tree menus, shared call queues, softphone capability for remote work, and detailed reporting and analytics. The result: faster, more accurate call routing, higher agent productivity and morale, continuity during weather-related office closures, and daily use of call data to optimize operations and improve the customer experience.

Financial Processing Solutions Group

David Olson

IT Manager