0 UCaaS seats, 200 CCaaS seats
CIO
This financial instiution was leveraging aging on premise call center technology and was looking to ‘leap frog’ their technology stack into the future. We assisted in the full RFP evaluation of multiple call center vendors and help identify which vendor would provdie the best CORE integration while still providing the added features like chat, email, SMS, IVA and advanced reporting.
Norstar engaged as a vendor-neutral advisor, evaluating the legacy infrastructure, contract exposure, supportability risks, and modernization requirements. By comparing top UCaaS and CCaaS providers across reliability, cost structure, security, and scalability, Norstar provided the clarity IT leadership needed to make a confident, future-focused decision.
The organization transitioned from Genisys on prem to TalkDesk, gaining a modern, secure communications foundation with improved uptime, streamlined management, and futureready capabilities.
The IT team reports significant upgrades in system stability, reduced operational overhead, improved user experience, and stronger long-term cost control. The new cloud architecture positions the organization for AI-driven enhancements and continued modernization.
A leading financial organization with 0 UCaaS seats, 200 CCaaS seats partnered with Norstar to modernize its communications environment and eliminate the complexity of legacy systems. Working closely with CIO, Norstar delivered a vendor-neutral evaluation and guided a seamless transition from Genisys on prem to TalkDesk. The result was a dramatic uplift in reliability, a more efficient IT workflow, and meaningful long-term cost optimization—built on a future-ready, AI-enabled cloud foundation.
Learn how our independent, vendor-neutral expertise helps enterprise teams modernize technology, reduce risk, and achieve measurable results.
