M2 Financial Trusts Versature to Deliver Unique Phone Solution

Company

M2 Financial Solutions combines accounting and investment expertise
to deliver clients a solution that is unparalleled to other financial service institutions. They are uniquely positioned to provide insightful Wealth Management, Tax Planning, Income Tax, and Accounting services all under one umbrella.

Goal

To find a phone solution with a comprehensive feature set that would offer partners the flexibility of working while traveling while simultaneously connecting the phone systems of two separate business entities.

Situation

M2 Financial Solutions were early adopters of VoIP. As they began to scale their operations and merge two business entities under one brand, they quickly realized that their previous VoIP provider did not have the feature set, hardware quality or technical support necessary to support their operations. Aside from the constant system failures, outdated technology, and lack of support, M2 Financial didn’t feel as though their concerns were being prioritized by their provider.
They knew they had a unique issue to resolve and needed a phone solution that could connect two business entities while allowing clients to call into a single phone system – so they reached out to Versature.

Solution & Results

Versature worked hand-in-hand with M2 Financial to provide a solution that would allow a customer to call into a single phone number and be linked to whichever business entity they needed to reach. Partners appreciated the inclusive auto-attendant feature which created a professional and interactive experience for callers and the simultaneous ring feature ensured that clients enjoyed constant contact.

While the high-end features served as a major benefit, the defining factor in choosing Versature was the quality of customer support. M2 Financial operates with the peace of mind in knowing that whenever they experience difficulty with their system, they are guaranteed to speak directly with a Versature support representative within seconds and that the Versature team will work relentlessly to resolve the issue.

Location

Whitby, Ontario

Industry

Financial

Client Base

Individuals and small businesses

Why Versature?

Above and beyond technical support team, intuitive feature set, ability to access phone system wherever and whenever

“The customer support is a huge part of why I believe wholeheartedly in Versature. When I experience issues with my internet, the Versature team works with me and my internet provider to troubleshoot and solve my issue, even when the problem does not stem from Versature itself. It is great to finally have someone that is knowledgeable and willing to help.”

Tim Manery

Co-owner

M2 Financial Services

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About Danica Bateman

Danica Bateman serves as Versature's Marketing Specialist, creating social content surrounding cloud-based business VoIP communication solutions, helping to increase Versature's community outreach and marketing efforts. When she's not uploading posts to Versature's social, she's often baking treats or playing boardgames!