Case Study: Dodge & Cox achieves reliable voice recording and streamlined retrieval with VPI

VPI Helps Dodge & Cox Mutual Funds Optimize Operations

Dodge & Cox, a long-established mutual fund manager, faced significant compliance and liability risk because they had no digital voice logger to record critical broker–purchaser phone communications. To reliably record, store and retrieve verbal agent–customer transactions and avoid potential losses, they engaged VPI to find a robust logging solution.

VPI deployed its telephone logging system — a fully redundant digital voice logger with hot‑swappable components plus features like VPAppend tagging and VPcommand workstation control — enabling reliable capture of all interactions and flexible searches by desk, department, caller ID, schedule and more. The VPI solution closed the prior liability gap (previously putting them at risk of "thousands, even millions" in exposure), has delivered dependable operation for over three years, and helped Dodge & Cox optimize operations while preserving the integrity and retrievability of their records.

Dodge & Cox

Tim Robbison

Dodge & Cox