Finance

How Finance companies are saving costs & improving customer communications. We understand the challenges facing finance companies with an ever-increasing emphasis on security, changing compliance regulations – especially those involved with taking “over the phone” credit card payments (Payment Card Industry (PCI) compliance).

Finance Case Studies

Finance Customer Success Stories

  • PM+M have recently installed Mobile Device Management and with Matrix247’s help the sign up and instruction on how to best use the product couldn’t have been easier. I look forward to developing our working relationship with Matrix247 with other communication technology.

    Mark Walsh, Network Manager, PM+M Chartered Accountants
    PM+M Chartered Accountants
  • True Bearing’s mission is to give Good Service and Good Advice. By embracing technology and implementing a new telephony solution provided by Matrix247 we continue to do just that. Utilising the call recording solution not only protects our clients, but it also keeps us up to date with legislation and satisfies our regulator. An added bonus is that our landline calls are provided at the expense of Matrix247!

    Sue Peary, Managing Director, True Bearing Chartered Financial Planners
    True Bearing Chartered Financial Planners
  • We at Banks Wealth have been Matrix247 customers since day 1 in 2011. They have provided excellent support at competitive prices during that time and have helped us expand our communications as our company has grown.

    Steve Danson FPFS, Chartered Financial Planner, Banks Wealth Management
    Banks Wealth Management
  • What makes Matrix247 really stand out to us is the working relationship that we have got. They have spent a lot of time understanding what we need by speaking to us, meeting with us and also looking at the issues that we faced in a go live scenario and trying to make the whole solution fit for us.

    Danny Keating, IT Manager, Acorn Insurance
    Acorn Insurance
  • Acorn Insurance
  • White & Co Accountants
  • Barlow Andrews Accountants
  • Banks Wealth Management
  • PM+M Accountants
  • Percy Westhead
  • PAG Accountants
  • True Bearing Chartered Financial Planners

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