Case Study

Large Financial Services Company Boosts Sales Productivity and Speeds Branch Openings While Saving Millions

Large Financial Services Company Boosts Sales Productivity and Speeds Branch Openings While Saving Millions

A large U.S. financial services company selling over $4 billion annually in insurance and annuities struggled with outdated telecom systems that slowed branch openings and raised costs. Black Box replaced the legacy TDM infrastructure with a private cloud-based unified communications system across 300+ locations, owned and managed as a service. The solution cut long-distance rates by 50%, reduced capital costs by millions, and enabled full UC mobility integrated with CRM. Sales productivity rose through click-to-call and improved appointment rates, while IT and finance gained transparency, simplified billing, and reduced errors, saving millions annually.

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