Case Study: Advisors Excel achieves business continuity and scalable 700-agent remote operations with Talkdesk

Advisors Excel moves 700 financial service agents to Talkdesk with plans to quadruple in size by end of 2020

Advisors Excel, a US firm that builds financial practices for independent advisors, was constrained by a rigid, premises-based contact center that was costly and difficult to customize. Facing rapid growth plans and the need for remote work and business continuity during the COVID-19 crisis, the company needed a scalable, cloud-native solution to support hundreds of agents quickly.

Advisors Excel implemented Talkdesk Enterprise Cloud Contact Center, moving 700 agents to the cloud and enabling remote work, rapid agent onboarding, Salesforce integration, and AI-powered analytics with screen pops. The shift delivered immediate continuity and safety, reduced time spent on manual searches, improved customer interactions, and positioned the company to scale nearly fourfold in 2020.

Advisors Excel

Jared Arnold

Chief Information Officer