Case Study: Fundation – Financial Services/Lending Industry – Helm Partners

Industry: Financial Services/Lending Industry

Fundation enables banks and B2B vendors and suppliers to empower small business customers through best-in-class, digitally delivered credit products.


Seamlessly transitioned a small-business lender to a new phone service provider and migrated the company’s teams to Zoom.

The Challenges

  • Working with a phone service provider and experiencing service issues. 
  • They needed the ability to field calls on behalf of the company’s white-label clients and accommodate a complex telephone routing system, including the need to offer omnichannel capabilities


  • Helm guided the client through the discovery, contracting and implementation phases of the process and allocated an account management team for ongoing support. 
  • Helm also advised and assisted with the integration design between the Five9 and Zoom platforms. 

The Results

  • Seamless transition from a legacy provider and an early termination of services.
  • 100% of the company is on Zoom voice with the customer-facing team utilizing Five9.
Helm Case Study Fundation

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