Overview
Endeavor Capital faced significant visibility gaps and manual administrative burdens that hindered their growth. By transitioning to the RingEX unified cloud communications platform and its AI Conversation Expert (ACE), they automated customer follow-ups and gained real-time coaching insights. This shift has not only streamlined their communication costs but also established a high-performance culture backed by data, positioning the firm for continued expansion across the Midwest and beyond.
With ACE, my team has 100x more visibility into our performance than we’ve ever had. The automated call summaries and scoring gives me back 30% of my time each week. And our sales are up 40%.
Jeff Budde
Regional Sales Manager
About our customer
Endeavor Capital, based in St. Louis, Missouri, has maintained an outstanding reputation for customer-first financial services since its founding as a small mortgage brokerage, with its core business Homestead Financial earning a spot several years in a row on the St. Louis Post-Dispatch’s “Top Workplaces Award” list. The organization has expanded to include 10 offices throughout Illinois, Missouri, Kansas, and Texas.
The challenge: Blind spots and administrative friction
The company’s rapid growth created a pressing need for a sophisticated telephony solution that could support a distributed team of loan officers. Leadership struggled with a lack of transparency regarding call quality, as managers were forced to spend entire days manually listening to recordings to identify coaching opportunities.
