Case Study: a global financial services firm meets IPO regulatory requirements with USAN's integrated IVR and outbound dialer

Complex IVR System and Outbound Dialer Integration Enables Financial Services Firm to Meet Regulatory Requirements for Large IPO

A global financial services firm faced the challenge of meeting strict federal regulations for a major client's initial public offering. They needed to contact over one million past and present employees within 24 hours to offer them the chance to buy shares and to document every interaction. Their existing IVR vendor could not handle the required complex integration between an inbound system and an outbound dialer campaign, so they turned to USAN for a solution.

USAN designed and delivered a fully integrated IVR and outbound dialer system in just 45 days. This solution successfully notified all required individuals, processed share purchases, and gathered opt-out confirmations within the critical 24-hour window. The implementation by USAN provided the necessary real-time integration and proof of contact, enabling the financial services firm to fully comply with all regulatory requirements for the historic IPO.