Prosperity Advisors future-proofs its ability to drive customer service innovation

With over 35 years of experience, Prosperity Advisers has developed expertise in providing the technical, industry experience and resources to assist clients in meeting their financial objectives.

As a multi-disciplinary firm, Prosperity Advisers offers businesses and individuals a wide range of services. Their expertise spans business advisory, taxation consultation, audit and assurance, international business migration, financial planning, wealth and insurance, lending, salary packaging and novated leasing. They cater to various sectors, including healthcare, hospitality, government, growth businesses, not-for-profits, and innovation and technology.

With over 35 years of experience, Prosperity Advisers is committed to delivering tailored advice and strategies to improve profitability and wealth, emphasising a personalised, team-oriented approach to meet client needs and objectives.

Time to update their telephony platform

A key focus for Prosperity has been in developing a team, systems and operations to help support their continued delivery of award-winning customer excellence.

And so, with Prosperity’s dated, stand-alone telephony platform reaching end-of-life, they engaged Donnabrook to look at UCaaS options.

They were keen to develop multi-channel capabilities and support their innovative customer service track record. 

Innovation the key

In pursuit of their goal to continue to be the advisory firm of the future, they recognised that industry-leading technologies must support innovative practices.

Prosperity wanted a number of advanced capabilities: a single portal for easy administration, a secure and data-rich platform to meet compliance and privacy regulations, integration to Microsoft Teams and other future systems and a continually growing availability of advanced features.

Choosing RingCentral UCaaS

After seeing a demonstration of RingCentral MVP and following its growth and feature developments, Prosperity realised that it was best aligned to support their vision and plans.

Native integration with Prosperity’s Microsoft Teams collaboration platform and future core system will help drive innovation and improve operations.

Benefits of RingCentral UCaaS

The cloud-based UCaaS platform has reduced the complexity and administrative burden regarding compliance with security certification and regulatory requirements and with the organisation’s business continuity planning (BCP).

The RingCentral platform provides Prosperity with a 99.999% uptime SLA, as well as enterprise-grade security and privacy compliance.

Partner Donnabrook will be following the take-up and utilisation of the platform and the support and services received from RingCentral to ensure the best user experience for Prosperity.

Accelerating digital customer service

In phase one, Prosperity targets the consolidation of RingCentral service, establishing a competency of use and administration by his team and Prosperity staff in their daily activity.

With phase two, Prosperity will look to see RingCentral’s integration with its core systems, improved leverage of advanced features and further enhancement of the customer experience. 

This will include utilising and leveraging the range of call handling and automation features that they can embed into their operations over time and support new products or services as they onboard them.

RingCentral will also make it possible to support further domestic expansion and an increasingly distributed customer service operation.