London-based independent investment house Killik and Co have been providing discretionary and advisory wealth planning services since 1989.
Priding themselves on excellent customer service and competitive investment returns Killik and Co offer unbiased expertise and integrity to private clients all round the world.
Collaboration Communications Legacy
Originally Killik and Co were operating a Cisco network with Microsoft collaboration products to handle call control, telephony, instant messaging, voicemail and appointment scheduling.
At the time their product suite included Cisco Unified Communications Manager, Cisco handsets and both Microsoft Lync and Exchange.
Mobile working and Customer Service Problems
With business growth came the need for increased employee enablement and mobile working, but the existing environment couldn’t meet the demand.
New applications were being adopted, resulting in a sprawling comms infrastructure that was not delivering a good experience for Killik and Co’s users.
System integration and performance issues compounded with poor user experience were proving an unacceptable risk to customer service delivery.
Better Communications and Mobile Working Requirement
Quite simply Killik and Co needed their communications and customer service systems to keep up with the demands of the business.
They required a technology platform that would reliably support their mobile workforce and fulfil their high standards for impeccable customer service.
Also, in the words of Dan Young, Killik and Co’s Head of IT and Operations: “We needed to stop being so reliant on email!”
To achieve this Killik and Co also recognised they needed a dedicated technical partner to advise and guide them in their choices and IT investment.