Case Study: Provident Healthcare Partners achieves cost savings, flexibility, and improved client servicing with Zoom Video Communications

Provident Healthcare Partners Enables Flexibility and Better Client Servicing through Zoom Phone

Provident Healthcare Partners, a Boston-based healthcare investment bank focused on M&A and capital formation for middle‑market and growth companies, relied heavily on travel and traditional desk phones for client work. When COVID-19 forced remote work, the firm’s unhappy legacy phone system and the need for business continuity exposed a requirement for a more flexible, easy-to-manage communications platform.

Provident deployed Zoom (including 65 Zoom Phone licenses), finding plug-and-play onboarding, seamless use of softphones and Wi‑Fi hard phones, and features like call transfer to mobile and SMS that protected employee privacy while improving outreach. The change cut phone costs significantly, reduced IT support needs, improved hybrid work flexibility and client servicing (virtual meetings replaced travel), and unified communications with Outlook and Zoom Chat for a smoother employee experience.

Provident Healthcare Partners

Johanna Enwright

Corporate Development