As an example of RingCentral’s willingness to engage, Lam shares how RingCentral helped him with call recording, which is something his firm is required to do by financial industry regulations. “RingCentral helped me make recording more robust for my needs by giving me access to their API,” he explains, adding that RingCentral made his firm a beta site so he could have access to the API before it had been formally released to Europe.
Using the API platform, his programmers worked with RingCentral programmers to set up RingCentral so that it downloads call recordings to a storage array at the end of each day. “That was part one. Part two was we built our own search facility, integrating into our own CRM, using the RingCentral call reference data so that staff can pull up the calls from our own CRM system,” Lam says.
“RingCentral gives us a lot of control, and we have seen significant costs savings, moving from capex to opex,” he adds. “Instead of needing third-party support, it provides sufficient control to do what we want to do.”
For the rest of the firm, the biggest improvement related to RingCentral is that employees can now work from anywhere. “People are not tethered to their desks, and they are absolutely more efficient,” Lam says. “They could be working from home or meeting clients where the clients want to meet. And everything is recorded centrally.”