The decision to launch TPI was founded upon a general frustration with certain industry practices and the feeling that there was a clear space in the market for a Corporate and Private Client Stockbroker with a renewed approach and vigour.

Since then they have helped raise an amount approaching £1bn for their Corporate Clients, forging deep-rooted long-term relationships built upon alignment, openness and transparency.

Predominantly serving Professional Clients and High Net Worth (HNW) individuals, transacting in a traditional, highly personalised broking style, delivering Execution-only, Advisory or Investment Managed account services.

Situation

An ageing IP telephony solution was causing considerable frustrations for the team at TPI, limited functionality managing calls effectively was becoming problematic.

Whilst the incumbent system provided basic call recording the TPI team were tied to desk phones which meant that flexibility was lacking. This coupled with the constraints of the system - no call groups, ability to divert, basic reporting or call recording from mobile devices meant that a solution needed to be found that better suited their needs.

The flexibility of a new system was key. The pandemic had highlighted the importance of being able to work remotely and the need for ease of system administration to set up call diverts and groups.

Solution

After discussing the remit with Wavenet, TeamsLink was identified as the perfect solution for TPI, alongside two leased lines.

TeamsLink supercharges TPI's Microsoft Teams client into the ultimate collaboration platform, allowing all users to call directly from their Teams whether on desktop or mobile app. Call recording was also included to ensure that all conversations whether voice, video call or IM were captured and retained.

To further enhance their communications stack FTTC was installed in key users homes, ensuring a reliable and robust high-speed connection. Further, the addition of Pangea SIM and IP services completed the solution to ensure continued connectivity in the event of a disaster.