Case Study: Endeavor Capital achieves 40% sales growth with RingCentral

This leading financial services company uses AI Conversation Expert (ACE) to improve sales by 40%, save the department 50 hours monthly, and increase performance visibility 100-fold

Endeavor Capital, a growing financial services firm with offices across several states, was struggling with visibility gaps, manual follow-up work, and an outdated phone system that made it hard for distributed loan officers to serve customers efficiently. Managers also lacked real-time insight into call quality and coaching opportunities. To solve this, Endeavor Capital turned to RingCentral, using RingEX and the AI Conversation Expert (ACE) to modernize its communications.

RingCentral helped Endeavor Capital automate post-call follow-ups, generate call summaries, and surface coaching insights, while also enabling mobile calling and CRM integration through the RingCentral App Gallery. The impact was significant: follow-up time dropped from several minutes to about 60 seconds, leaders gained 100x more visibility into performance, sales increased by 40%, and the company saved about $36,000 annually on telephony and communication costs.

Endeavor Capital

Jeff Budde

Regional Sales Manager