Multi-Site Cloud VoIP & Unified Communications Integration

Replacing outdated legacy phone systems with a unified, cloud-hosted communication platform for a multi-office financial firm.

Case Details

Clients: Apxz Wealth Advisors

Date: August 2026

Tags: VoIP, Unified Communications, Cloud Infrastructure

Project Duration: 3 Weeks

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The Story

A regional wealth management firm operating across three separate office locations was struggling with an outdated, on-premise PBX phone system. Their communications infrastructure was completely siloed—staff could not easily transfer calls between offices, remote employees had no secure way to connect to the corporate network, and hardware maintenance costs were spiraling. They needed a modernized, unified communication strategy that would seamlessly connect their entire workforce while maintaining the strict confidentiality required in the financial sector.

The Lyttix Solution

We engineered a complete rip-and-replace of their legacy hardware, transitioning their entire communications infrastructure to the cloud.

Cloud-Hosted VoIP Deployment We mapped out their call flows, automated routing trees, and ported all existing numbers to a secure, enterprise-grade cloud VoIP system. This unified all three office locations under a single, easily manageable network.

Unified Communications & Collaboration Integration Beyond just voice, we deployed a full Unified Communications (UC) suite. This gave their staff access to secure video conferencing, instant team messaging, and mobile softphones, allowing advisors to communicate securely with clients and each other from any location or device.

The Results

The transition completely modernized their internal operations and dramatically improved the client calling experience.

Unified Network: Connected three geographically separated offices onto a single, seamless communication platform.

Cost Reduction: Eliminated expensive on-premise PBX hardware maintenance and slashed monthly telecom bills by 35%.

Remote Flexibility: Empowered staff to work securely from anywhere using integrated mobile and desktop softphones.

Zero-Downtime Migration: Executed the entire number porting and hardware swap outside of business hours to ensure zero missed client calls.

Customer Reviews of the Case

Our old phone system was a constant source of frustration, making our three offices feel entirely disconnected. Lyttix handled the entire transition flawlessly. Now, whether our advisors are at their desks, working from home, or at a different branch, they are all connected to the exact same system. The cost savings are just the icing on the cake.

Roberto Van

Managing Partner at Apxz Wealth Advisors