Customer story · Financial Services
Unified Communications Transformation Enables Remote-First Banking
Summit Financial Services achieves 40% communications cost reduction and enables remote-first operations across 45 branches with compliant UCaaS deployment.
The challenge
Summit Financial Services operated a fragmented communications infrastructure with outdated PBX systems across 45 branch locations. The pandemic accelerated the need for remote work capabilities, but legacy systems couldn't support modern collaboration requirements or meet compliance needs.
Our old phone system was holding us back from the flexibility our employees and customers needed. Rubber Duck Technology helped us find a solution that checked every compliance box while dramatically improving our communications experience.
The solution
Rubber Duck Technology evaluated UCaaS solutions from leading providers, selecting a platform that met stringent financial services compliance requirements. The deployment unified voice, video, messaging, and contact center capabilities while maintaining call recording and archival for regulatory compliance.
The results
- 40% reduction in communications costs
- 100% remote work capability
- 99.999% voice uptime
- Unified experience across 45 branches
- Full regulatory compliance maintained
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