In today’s age of digital transformation, the number of crucial tools and applications employees rely on for ongoing productivity is growing. In the financial services landscape, for instance, staff members distributed across remote and hybrid landscapes often find themselves utilizing numerous solutions for calls, conferencing, meetings, and collaboration.

For Penn Community Bank’s employees, the variety of disparate tools available for both customer service and internal communications was becoming harder to navigate. Toggling between apps was leading to lost productivity and confusion for workers, pushing the brand to reconsider their communication strategy. Fortunately, Penn Community Bank found the unified solution they needed with Zoom Meetings, Phone, and Zoom Rooms.

Finding the Right Communication Solution

With its current phone system contract soon coming to an end, Penn Community Bank was in an excellent position to start searching for a solution to unify their disparate teams.

The organisation experimented with a variety of platforms, but ultimately found Zoom to be the most user-friendly and scalable option. The Zoom Professional Services team quickly jumped into action on behalf of the financial services brand, providing the expertise and guidance the business leaders needed to ensure rapid adoption.

Many of Penn Community Bank’s employees were already familiar with Zoom Meetings, which made adapting to the functionality of Zoom Phone extremely straightforward. Transitioning into the all-in-one Zoom ecosystem allowed the company to quickly streamline its workflows, and empower employees to stay productive, with just one platform to manage.

After the implementation of Zoom Phone delivered fantastic results, the company’s leadership team also added Zoom Rooms into bank branches, to support an expanding hybrid work policy, and help keep team members unified across a changing landscape.

A Secure and Streamlined Solution

Penn Community Bank quickly began to see the benefits of the Zoom ecosystem. The easy-to-use platform reduced the “toggle tax” employees were experiencing from previous solutions. Zoom now allows staff members to rapidly navigate between chats, conferencing sessions and calls in one place.

Part of what made Zoom’s offering so compelling to the financial services company, was that it offered excellent ease-of-use, without compromising on security and compliance. The Zoom data routing control features allowed the company to maintain its focus on customer and employee privacy, without the need to implement advanced tools and workarounds.

The company even strategically leverages ad-hoc call recording capabilities within Zoom, to address additional security and compliance requirements common in the financial landscape. Plus, with Zoom Phone’s E-911 feature, the organization can ensure it’s following the right guidelines to preserve physical safety too.

According to the Penn Community Bank team, having access to all the features they need for customer service, collaboration and communication in one place has led to significant increases in productivity. Additionally, employees are happier and more engaged in the workforce too.



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