A Wealth Advisory Firm Delivers a Better Experience to Clients Through a Centralized Network

At one Midwest wealth management company, there’s no need for clients to travel far to meet with their financial advisors.

Instead, advisors work from different branches day-to-day to be more available to clients across the region. But an arbitrary IT strategy that leveraged different vendors and technologies meant they couldn’t provide a consistent, high-quality client experience when advisors switched locations.

For example, advisors' phone numbers and clients' account information were both linked to a single branch so when advisors traveled from branch to branch, clients were often unable to get in touch with them. Even when they did, advisors didn’t always have the information required to respond to the clients needs.

The company needed to solve this issue by finding a network provider with the ability to deliver a single network solution across the Midwest. The firm chose Spectrum Enterprise. What they discovered was a partner who could not only help solve their immediate issues but also help them grow.

Spectrum Enterprise fiber technologyFast and seamless access to network services

Implementing high-performance Spectrum Enterprise fiber technology services would enable the company to provide clients with a consistent, high-quality experience while improving advisor productivity. Now, clients can reach their advisors much more easily with the Spectrum Enterprise SIP Trunking service, which ensures advisors can receive calls wherever they’re working on any given day.

A fiber Ethernet Private Local Area Network (EP-LAN) also delivers seamless, enterprise-wide access to files, including client account information, so advisors can quickly address inquiries and perform day-to-day-tasks at any location. Additionally, the Fiber Internet Access (FIA) service provides access to web-based applications like document-management solution DocuSign™ across all branches.

Both client service and advisor productivity have also improved with a high-performance 100 Mbps FIA circuit that enables advisors to execute trades online in less than a second. “With trading, precise timing is critical, and the speed of our network matters for clients,” says the company's IT Director.

New opportunities to drive business

An additional advantage of the new network is its ability to support digital marketing strategies that help the company grow. For instance, the high-speed FIA service allows the company to establish fast and reliable live-streaming with media outlets so it can remotely participate in live interviews and weekly podcasts from its in-office radio studio. During these sessions, the firm advisors answer callers’ financial questions, and this effort has been successful in generating new clients. These activities, plus other digital marketing opportunities, provide additional exposure in target markets.

Technology that produces results

Today, the company continues adding new clients and is thriving.

While there are a number of factors that have contributed to the company’s success, there’s one in particular that deserves a lot of the credit, according to a member of the firm’s leadership team, “None of this would be possible without the technology platform provided by Spectrum Enterprise,” he states.

Spectrum continues to make advancements in technology by closing the enterprise fiber gap; reach out to your channel manager for more information on Spectrum solutions. 


Spectrum is a leading provider of Internet, Ethernet, Phone and Enhancement solutions. Spectrum provides scalable and cost-effective broadband solutions to business organizations. They offer a wide range of products from high-quality broadband services to phone systems and top-tier digital TV and music. Customers depend on Spectrum business for their bandwidth services and products that can easily meet the demands of a growing network

Spectrum is here to help and with our sell-with approach, our team of network experts can help your customers plan, design and migrate to the correct solution today.