Overview
A large Northeastern bank faced the challenge of maintaining an aging on-premise phone system that couldn't support a rapidly growing, remote-first workforce. By adopting RingCentral’s unified cloud platform, including RingEX and its AI Receptionist (AIR), the bank eliminated physical hardware dependencies and streamlined client routing through AI-driven directories. This transition resulted in annual capital savings of $150,000 and a more agile operations model, positioning the bank to continue its 200-year legacy with a future-ready, scalable communications infrastructure.
We’re responsible for the security of our network, so we needed a vendor that could comply with all federal and local regulations. That led us to RingEX and AI Receptionist (AIR). We've been very happy with the softphone capabilities, the added efficiencies of the RingCentral App Gallery’s Microsoft Teams integration, and the ease of setting up AIR.
Manager of Network Infrastructure Operations
About our customer
A large Northeastern bank has served as a community-focused financial leader since the 1800s. As the oldest and largest mutual bank in the United States, it provides comprehensive banking, investment, and insurance services across more than 150 locations.
The challenge: Physical barriers in a virtual world
Before RingCentral, the bank relied on a rigid on-premise telephony system that tied employees to their desks. As the workforce shifted to 80% remote operations, the lack of mobility became a critical friction point, hindering the bank's ability to maintain its high standard of customer service.
