Wealth management firm

VoIP Unified Communications


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Challenge

A wealth management firm was expanding to an additional location and wanted to have an integrated network and communications (i.e. phone) infrastructure.

Solution

navitend architected a solution to connect the two locations via secure VPNs using low-cost internet circuits and equipment. The connected networks facilitate day to day business operations between the locations.

For voice communications, the Star2Star phone system was deployed to both locations, providing three-digit-extension dialing and seamless integration between the offices.  Additionally a third location -- a "home office" was integrated to the company's phone system enabling the team to work with a key member who had to relocate to another state.

Result

The expanded organization has improved communications infrastructure and flexibility for both current operations and future expansion opportunities.

 

How can we help you today?  Contact us.


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Testimonials

  • "Thanks so much!  You are a class act!  
    You and your team have really done an excellent job on this!"

    Steve Van Ooteghem, The C12 Group in Houston, Texas

  • "Our company is more efficient and has grown as a result of navitend’s work. navitend helped us get to the next level."

    Greg Niccolai / Madison Insurance

  • "We've dedicated our lives to growing our retail and ecommerce business and it's a relief to have found a company like navitend who treats our business likes it's their own. navitend's personal approach to project management and problem solving are top-notch."

    Stamatis, Co-owner Twisted Lily, Fragrance Boutique and Apothecary

  • "I appreciate that they didn’t just build the application. They made it better by bringing ideas to the table that not only made for a better user experience, but also kept the development costs down."

    Andy Lynch / North Star Marketing

  • "I look forward to working with you again in the future. Once again, thanks to your organization for your prompt response."

    Luke Wolters / Luke Wolters Tax Consultants

  • "navitend has been a great IT partner for our company.  Their helpdesk response time is the best I have experienced in my 30 year career.  navitend has helped me to have great IT services without the need to have a full time, in house, technician at significant savings to our company."

    Bob Bradley, President, Bradley Graphics

  • navitend’s approach to customer service is greatly appreciated here.  Ensuring that we are well protected from a technology standpoint provides us with peace of mind to continue our day to day operations and that they are looking out for our company's best interest. 

    Debbie

  • “Navitend’s expertise helped our firm over the past year to effectively elevate our I.T. game, powering our website into a highly interactive tool. Well done to Frank and his team!”  

    Chuck Steege, CFP®, CEP, President, SFG Wealth Planning Services, Inc.

  • "Thanks so much again for taking care of everything in such an expedient manner. It's a pleasure to work with navitend and its staff as always!"

    Lawrence Wolfin / Textol Systems, Inc.