Case study · Independent financial advisory
Growth without the growing pains
How a growing financial advisory group simplified expansion with Zen Systems.
The cost of growing fast
Every acquisition brought the same headaches
A multi-site financial advisory group across the South and Midlands was on a growth trajectory, frequently acquiring new firms. But with growth came complexity, especially managing phone systems, IT networks and internet connections across locations.
Disconnected comms
Every new office meant another siloed phone system.
Inconsistent networking
No standard setup for connecting sites securely.
Lengthy onboarding
Getting a new site working took far too long.
Escalating costs
Costs climbed with every new site added.
Your guide
Infrastructure that scales as fast as you do
Zen Systems delivered a comprehensive infrastructure overhaul, built for growth and reliability from day one.
- Hosted high-availability 3CX at every location
- High-speed redundant leased lines with automatic failover
- Cisco Meraki AutoVPN linking every office securely
- A repeatable, plug-and-play rollout for every new site
Getting a new site live
- 1
Install leased line
- 2
Deploy Meraki device
- 3
Auto-connect via VPN
- 4
Connect phones to hosted system
- 5
Begin work, no delays
The result
Scaling without infrastructure getting in the way
Days
Not weeks, to onboard a new acquisition.
1 platform
Unifying telecoms and networking under one roof.
Zero
Re-architecture needed for the next acquisition.
Key takeaways
Challenge
Complex IT and phone setup with every new acquisition.
Solution
High-availability 3CX, leased lines and Meraki networking, everywhere.
Outcome
Rapid expansion with consistent, high-performance comms.
Let us help you build infrastructure that grows with your business
Onboard new locations in days, not weeks, without operational disruption.