How a growing financial advisory group simplified expansion with Zen Systems

Industry

Independent Financial Advisory (IFA)

The Challenge

A multi-site financial advisory group operating across the South and Midlands of the UK was on a growth trajectory, frequently acquiring new firms and expanding its regional footprint. But with that growth came complexity—especially in managing multiple phone systems, IT networks, and internet connections across their locations.

Each new acquisition brought the same challenges:

• Disconnected communications

• Inconsistent networking

• Lengthy setup and onboarding processes

• Escalating costs with every new site

They needed a reliable, scalable solution to unify and support their expanding business.

The Zen Systems Solution

Zen Systems delivered a comprehensive infrastructure overhaul, built for growth and reliability:

• 🔗 Hosted High-Availability 3CX System
  Every location is connected to Zen Systems’ robust, cloud-based phone system—removing on-premise limitations and allowing users to be fully operational from day one.

• ⚡ High-Speed Redundant Leased Lines
  Each site benefits from ultra-reliable internet connections with automatic failover, ensuring business continuity across the board.

• 🌐 Cisco Meraki Networking
  All offices are linked via Meraki AutoVPN, allowing for secure, real-time communication and management across the organisation.

• 🏢 Plug-and-Play Expansion
  Thanks to the streamlined process, every new site or acquisition follows a clear, repeatable path:

  1. Install leased line

  2. Deploy Meraki device

  3. Auto-connect via VPN

  4. Connect phones to hosted system

  5. Begin work—no delays, no surprises

The Result

With Zen Systems, this financial group can now scale without infrastructure getting in the way. The onboarding of new acquisitions is frictionless. Phones, internet, and networking “just work.” There’s no need to re-architect systems every time the business grows.

Their IT and telecoms are no longer a bottleneck—they’re a strategic enabler.

Key Takeaways

• Challenge: Complex IT and phone setup with every new acquisition

• Solution: Zen Systems provided high-availability 3CX, high-speed leased lines, and Meraki-based networking across all sites

• Outcome: Rapid expansion with consistent, high-performance communications across the business

Built for Growth: No Limits, No Headaches

Zen Systems helps growing businesses like this IFA group to:

• Onboard new locations in days, not weeks

• Unify telecoms and networking under one roof

• Eliminate growing pains from IT and phone systems

• Enable M&A activity without operational disruption

Let us help you build infrastructure that grows with your business.

👉 Book a consultation with Zen Systems