Vonage > Case Studies > Axio Financial Enhances Sales Efficiency with Vonage's Cloud-Based Services

Axio Financial Enhances Sales Efficiency with Vonage's Cloud-Based Services

Technology Category

Infrastructure as a Service (IaaS) - Cloud Databases
Platform as a Service (PaaS) - Application Development Platforms

Applicable Industries

Cement
Telecommunications

Applicable Functions

Product Research & Development
Sales & Marketing

Use Cases

Construction Management
Infrastructure Inspection

Services

System Integration

About The Customer

Axio Financial is a leading U.S. broker-dealer that specializes in selling structured financial products. Since 2010, the company has been at the forefront of using SaaS and cloud-based services to scale and innovate its business workflows and operations throughout their entire structured products lifecycle. Axio's mission is to use data, technology, and people to add value throughout the entire structured products lifecycle, from idea generation through maturity. By 2015, Axio had grown so substantially that it needed to build a next-generation platform to address the increased volume and diversity of its business.

The Challenge

Axio Financial, a leading U.S. broker-dealer specializing in selling structured financial products, faced a significant challenge due to its substantial growth. The company needed to build a next-generation platform, including a full-featured contact center, that would integrate key strategic, application, and communication solutions to enhance user functionality and support their expanded business demands. The challenge was to manage a vast amount of information in a fast and dynamic financial market environment. By 2015, Axio's growth necessitated the integration of its enterprise database and data infrastructure with strategic application and communication solutions partners to create a comprehensive contact center solution. The solution needed to integrate natively with Salesforce, leverage Axio's advanced data analytics, empower the organization’s in-office, hybrid, and remote staff, support broker dealer, bank, and RIA financial advisors, and allow efficient, fast, and flexible functionality modifications and enhancements.

The Solution

Axio Financial turned to Vonage to meet its communication platform needs. The combination of the Vonage Business Communications unified communications service and the Vonage Contact Center’s cloud-based call center software for business communications became a core part of the Axio Acceleration Platform. This integrated solution enabled Axio Financial to integrate voice interactions into their key Salesforce workflows, offer mobile access to the advanced calling features needed by the organization’s salespeople, and improve salesperson efficiency. The Vonage Contact Center dialer integration with Salesforce allowed Axio’s salespeople to be far more efficient. The combined solution leveraged Vonage in-office VoIP telephony, advanced analytics empowering flexible real-time dial list creation, and seamless remote office communications. The Vonage intelligent voicemail click-to-drop and then dial-the-next-number feature maximized the efficiency of a salesperson’s time.

Operational Impact

The integration of Vonage's solutions into Axio's operations led to significant improvements in salesperson efficiency. The Vonage Contact Center dialer integration with Salesforce allowed Axio’s salespeople to create, filter, and automatically load their own dial lists, based on both the statistics calculated daily in the Axio Financial data infrastructure and on the preferred criteria of the salespeople. This eliminated the manual dialing process and ensured that customized business rules relating to how often people are called for different circumstances were followed. The Vonage intelligent voicemail click-to-drop and then dial-the-next-number feature maximized the efficiency of a salesperson’s time. With the Vonage Business Communications mobile app, an Axio salesperson was able to work from anywhere with integrated communications functionality, enhancing productivity and flexibility.

Quantitative Benefit