The Company

Best Invest bases its investment advice on quality, independent research. The company uses its own UK analysts who carry out over four hundred individual fund manager interviews each year.

Best Invest firmly believes that impartial, personalised financial
 advice, backed by thorough independent research is a powerful
 offering. Their professional financial planning services are
entirely fee based offering professional advice and 
straightforward strategies, independent of products or the latest 
fad.
The Financial Service Authority regulations stipulate that all 
investment brokers and fund managers record calls. In order to
 comply with these regulations, Best Invest turned to telephony
 supplier New England Telephone Company who recommended
 products from leading call recording manufacturer Retell.

The Challenge

From the extensive Retell portfolio of products, Best Invest chose a unique new call recording system, the Sense Call Analyser, to meet their requirements. Sense Call Analyser not only records all inbound and outbound calls to the customer’s own server but also includes a call management interface. The Financial Service Authority regulations stipulate that all investment brokers and fund managers record calls. In order to comply with these regulations Best Invest turned to telephony supplier New England Telephone Company who recommended products from leading call recording manufacturer Retell.

Why was Retell Chosen?

Retell was chosen for our unique Sense Solution. Sense enables users to see call activity and volumes down to individual extension level and then click on a call and listen as required. The user can search by time, date, duration, Calling Line Identity (CLI), dialled number and geographical location. The call management function also enables users to establish a picture of call activity including, lost or fraudulent calls graphically or in report format. In addition, Sense records calls in stereo for clearer sound on playback.

The Solution

Commenting on the Sense system, Retell’s Commercial Director, Everton Stuart said: “The Sense system’s unique selling point is that it tells you the full story behind call statistics with ease, enabling the user to better understand the work flow, which is a very exciting benefit. Customers can analyse and evaluate information better and so make well-informed, insightful business decisions.” Best Invest’s Managing Director, Rich Assets said: “The Sense Call Analyser has made us compliant with the latest industry regulations and also helps us analyse our call data more quickly and effectively. It has also enhanced our staff training programme and as a result our staff are more confident.”