Case Study: Lincoln Investment achieves 74% telecom cost savings and a future-proof, secure, scalable network with VMware SD-WAN

Lincoln Investment Expands Its Business Using SD-WAN

Lincoln Investment, a top independent broker/dealer, needed to scale quickly to double revenue and assets under management while protecting sensitive client data across a hybrid on‑premises and cloud environment. Their challenges included modernizing a network spanning 11 branches and multiple data centers, integrating with existing Mitel voice systems, avoiding disruption during migration, and reducing telecom costs.

Working with CPI Telecom, Lincoln migrated incrementally to VMware SD‑WAN by VeloCloud—deploying components in data centers and a template branch without interrupting applications or voice traffic. The solution delivered centralized orchestration, easier management, integrated security and MFA readiness, bandwidth aggregation and redundancy, and plans to retire MPLS; results include future‑proof scalability and roughly 74% savings on telecom expenses.

Lincoln Investment

Adam Lion

Network Engineer