Fundation
What Our Clients Are Saying
“A lot of times people don’t know what they want. Having a guiding force and SME helps steer you to make an informed decision. Without Helm, I’m not sure we would have arrived at the decisions that we did.”
“Alex Miranda, our PM, was able to help us and work through a potential issue in minutes, not days. There every step of the way.”
Ryan McMahon, Director of New Partnership Operations & Account Management
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.
Impact
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
Process
- 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.
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