Introduction
Based in KwaZulu-Natal, Sweidan & Co is a financial advisory company that specialises in medical aid, employee benefits, estate planning, short term insurance and risk cover, and local and offshore investments.
The company has a large team of administrators, who spend much of their day on the phone with various institutions in order to solve issues for its clients, or to source information. Its financial advisors are also heavily reliant on making calls to carry out their work, and having access to a robust business communications system was crucial for the company. Given the nature of the job, they further need to be able to access communications whether at home, at the office, or on the road. The business bears these costs, and needed a cost-effective alternative to mobile calls.
The company opted to work with AnD Communications (now Telviva in KZN) due to a successful long-standing working relationship between AnD and Sweidan & Co Director Dave van der Berg across other businesses that he had been involved in. A further factor to AnD’s selection was the company’s familiarity and experience in working with Sweidan & Co’s IT provider, 2Cana Solutions.
AnD Communications has completed its rebranding to Telviva, reflecting its evolution into a telco that enables its clients to meet the growing requirements from modern customers for digitally-driven omni- and multi-channel communications. Learn more with Kelvin Brown.
“I have worked with AnD [now Telviva] since the mid-90s, and what has stood out over the years is the service from the team. I have been through several complete system migrations with them, and they have kept at the forefront of technology in the call centre industry. The relationship was a very productive and valuable one, primarily centred around the personalised service.” Dave van der Berg, Director, Sweidan & Co.
With Telviva One, Sweidan & Co employees have access to Class 5 PBX Features such as caller line ID, smart call routing, call and numbers forwarding, call history, hunt groups, pick-up groups, feature codes, voice mail, multi-level interactive voice response (IVR) and more. With Telviva Mobile, financial advisors can make calls from their personal Android or iOS devices without having to use their own airtime.
Beyond just the higher expense of the call, making calls using personal numbers pose the risk of not being recorded, as required by industry regulations. When using Telviva One unified communications as a service (UCaaS) through the browser, desktop application or mobile app, all of Sweidan & Co’s advisors can easily record financial conversations to the cloud in a regulatory complaint manner – something that would have previously only been accessible from a centralised location.
“In an increasingly commoditised communications market, relationships and good service become key to selecting a partner. They are the experts and I trust the team in the guidance that they provide around business communications, and in their willingness to resolve issues. This is more important than devices or functionality,” says Van der Berg.
Telviva One seamlessly synchronises fixed-line and mobile voice, video, and chat, on our all-in-one communications platform. Get cost-effective access to your business communications from anywhere, at any time, on any device. Contact us today.
