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Financial Services Case Studies

Staying responsive to changing regulatory pressures, competition and risk is key for financial services companies of all sizes. Our financial services customers know the value of flexible, reliable communications technology. See what they've achieved with Mitel.

Financial Services

From multinational corporations to local financial advisors, our financial services customers are finding unique and forward-looking ways of meeting the needs of their customers. With flexible, reliable communications, our customers have the time to focus on what matters: helping their customers.

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Case Study
FirstPort

FirstPort realised cost savings and multiple business benefits by consolidating multiple legacy PBX telephony systems to a single hosted Mitel platform, supported by Koris.

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Compagnia di San Paolo Foundation

The Compagnia di San Paolo Foundation originated in a confraternity established in 1563 and is among Europe's largest private foundations of banking origin. Over the centuries, its structure was transformed several times to meet the needs of citizens. Throughout its evolution, it has confirmed its philanthropic vocation, continuing to offer help and support for the civil, cultural, and economic development of the community in which it operates. The Foundation established several instrumental bodies and nonprofit companies to complement its activities.

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Case Study
TruStone Financial Credit Union

TruStone’s central mission is to create exceptional financial experiences for its members. A 2021 merger with another organization brought together two client bases, virtually doubling their membership overnight to become Minnesota’s second-biggest credit union. TruStone needed a communications partner to provide stability for their members and staff through a transition period and build a foundation for future growth.

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Ellinger Riggs Insurance
Case Study
Ellinger Riggs Insurance

Ellinger Riggs Insurance needed dependable, scalable communications technology to keep their customers on the line and seamlessly expand to new locations. They found their solution with Mitel’s MiVoice Connect.

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Case Study
Open Mortgage

Open Mortgage Turns to RingCentral to Create a Better Mortgage Experience

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Sajus Technologies
Case Study
Sajus Technologies

As a growing company, Sajus turned to Mitel to simplify and streamline its telecom services in order to better serve its customers and remote sales staff.

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Osborne Yuille
Case Study
Osborne Yuille

Osborne Yuille trimmed costs while improving the connectivity between its many small offices with Mitel.

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Libro Credit Union
Case Study
Libro Credit Union

Libro Credit Union worked with Mitel to overhaul its communications solutions.

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IQuest
Case Study
IQuest Corporate IT Solutions

iQuest deployed Mitel’s MiCloud Connect telephony system enabling all staff, including in-field support engineers, to quickly, seamlessly connect with customers.

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Iconstruye Case Study
Case Study
Iconstruye

Leading Chilean e-marketplace company improves customer service with Mitel IP Telephony and Contact Center Solutions.

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CENTRAL TECHNOLOGY
Case Study
Central Technology Services

Central Bank’s IT support arm, Central Technology Services (CTS), found ways to provide cost-effective technology that will fosters easier, more productive multimedia collaboration among the executives with Mitel.

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Carlson Wagonlit
Case Study
Carlson Wagonlit

As Carlson Wagonlit Travel (CWT) continued to grow as a significant player in the travel management marketplace and became the second-largest corporate travel management provider in North America, its workforce dynamic also changed.

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Case Study
Brightside Insurance and Warranty Solutions

Brightside Insurance and Warranty Solutions needed the right technology for ‘follow the sun’ connectivity and business continuity across multiple international sites.

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Whitney National Bank
Case Study
Whitney National Bank

Whitney National Bank, a growing institution, needed a reliable and advanced solution to improve customer experience.

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Weber State Credit Union Case Study
Case Study
Weber State Credit Union

With an end-of-life phone system that lacked business productivity features, Weber State Credit Union was unable to accommodate growth.

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The Wise Group
Case Study
The Wise Group

Increased functionality, greater productivity and precision management wins over social enterprise The Wise Group.

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The Weiss Group
Case Study
The Weiss Group

Weiss’ contact center communications were critical to its business success, so they worked with Mitel to modernize and streamline.

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