By OttoCall Team · July 15, 2026
The challenge
Like many growing businesses in finance, Financial Services Firm was juggling legacy phone infrastructure, rising international rates, and a support team that couldn't see where calls were coming from. Growth was capped by tooling.
The solution
OttoCall replaced the legacy PBX with a fully cloud-based platform in under two weeks. Key components:
- Cloud PBX across all sites, with a single dial plan and unified extensions
- Local virtual numbers in every operating market
- CRM integration for automatic screen-pops on inbound calls
- Real-time analytics dashboard for supervisors and executives
- Encrypted call recording with compliant retention policies
The results
Within 90 days, Financial Services Firm saw 2.1× outbound connect rate with local presence, plus double-digit gains in first-call resolution and customer satisfaction. Total ROI on the switch was under six months.
Why OttoCall
"We evaluated three other providers. OttoCall was the only one that combined enterprise features with pricing that made sense for a business our size — and their team actually picked up the phone when we called."