One of the nation’s largest financial services companies sought a resolution to the deluge of voicemails brought on by a recent merger and creation of a visual tool to categorize and escalate them as they were received in real-time.​

In addition to massive new call volumes resulting from the merger, the company sought more metrics and backchannel analytics for visibility into whether or how calls were being followed up upon and to address retention-related challenges – both business problems the Terazo team is well versed in solving. The company also needed to set up logically-organized group mailboxes and routing protocols for the categorization of customer communications.​

Utilizing Twilio Voice and other Twilio applications to route caller voicemails to the right office or agent, Terazo built an AWS-hosted custom API to connect all the backend pieces and take the company’s setup serverless – in the cloud. The resulting platform allowed greater oversight, allowed for the ability to transfer voicemails or set out of office options and set retention policies that fit the needs of the now-larger organization. An additional, inherent benefit of the new system was improved security through an added layer providing bank-grade encryption.​