Case Study: M2 Financial Solutions achieves seamless multi-entity phone routing with Versature

M2 financial trusts versature to deliver unique phone solution

M2 Financial Solutions, a financial services firm in Whitby, Ontario, was facing significant challenges with its previous VoIP provider, including system failures and a lack of quality support. Their unique operational challenge involved scaling their business and merging two separate entities under one brand, requiring a phone solution that could offer comprehensive features and reliability for their traveling partners. They turned to the vendor Versature for a solution.

Versature implemented a phone system that connected the two business entities, allowing clients to call a single number and be routed appropriately. Key features included an inclusive auto-attendant and simultaneous ring, which enhanced the caller experience and ensured constant contact. The defining result was the exceptional customer support, which provided M2 Financial with peace of mind and a reliable partner for all their communication needs, ultimately resolving their core operational challenges.

M2 Financial Services

Tim Manery

Co-owner