Banks Wealth Management


  • New Samsung Telephone System
  • Seamless Office Move
  • Reduced Communication Costs
  • Increased Staff Productivity


The Customer

Banks Wealth are Chartered Financial Planners based in Chorley who offer advice on investments, savings, pensions, insurance and more.

The Challenge

The firm previously didn?t have a phone system and with moving into a new office, Banks Wealth were searching for a telecoms partner that could not only engineer the optimum technical solution but who understood the financial environment. It was also essential to ensure an element of business continuity was wrapped around the solution.

The Solution

Banks Wealth invested in a Samsung phone system which enables staff to work collaboratively anytime, anywhere with applications such as call recording, voicemail and call sequencing.

This means if a customer calls but there is no answer, the call automatically gets forwarded onto the next member of staff until an available employee is free to answer the call. This ensures a call is never missed, enhancing client experience.

To see what Matrix247 can do for your firm, please email us or call our experienced team today on 0345 36 20 247.