Griffith Financial Services
This national wealth management firm uses RingCentral AI Receptionist (AIR) to streamline operations, create a better experience for callers, and grow the firm’s revenue by 20%.
How Endeavor Capital uses AI to drive massive sales growth
Region
Americas
Company size
400–4,999
Industry
Financial Services
Products used
Key integrations
KEY METRICS
40%
improvement in sales performance since deploying AI Conversation Expert (ACE)
100x
increase in performance visibility with ACE
50
hours saved per agent each month by automating manual tasks with ACE
Overview
Endeavor Capital faced significant visibility gaps and manual administrative burdens that hindered their growth. By transitioning to the RingEX unified cloud communications platform and its AI Conversation Expert (ACE), they automated customer follow-ups and gained real-time coaching insights. This shift has not only streamlined their communication costs but also established a high-performance culture backed by data, positioning the firm for continued expansion across the Midwest and beyond.
With ACE, my team has 100x more visibility into our performance than we’ve ever had. The automated call summaries and scoring gives me back 30% of my time each week. And our sales are up 40%.
Jeff Budde
,
Regional Sales Manager
About our customer
Endeavor Capital, based in St. Louis, Missouri, has maintained an outstanding reputation for customer-first financial services since its founding as a small mortgage brokerage, with its core business Homestead Financial earning a spot several years in a row on the St. Louis Post-Dispatch’s “Top Workplaces Award” list. The organization has expanded to include 10 offices throughout Illinois, Missouri, Kansas, and Texas.
The challenge: Blind spots and administrative friction
The company’s rapid growth created a pressing need for a sophisticated telephony solution that could support a distributed team of loan officers. Leadership struggled with a lack of transparency regarding call quality, as managers were forced to spend entire days manually listening to recordings to identify coaching opportunities.
- Outdated Infrastructure: A legacy phone system prevented loan officers from effectively handling customer calls outside of the physical office.
- Manual Bottlenecks: Agents spent hours drafting individual follow-up emails after every prospect interaction, totaling 600 initial calls per month.
- Limited Performance Data: Leadership lacked instant insights into critical metrics like talk-to-listen ratios, interruptions, and agent patience levels.
The solution and ROI: Data-driven sales processes and coaching
To address these operational gaps, Endeavor Capital moved to a centralized communication hub, powered by RingEX, the RingCentral AI Conversation Expert (ACE), and several key workflow-app integrations they found in the RingCentral App Gallery. By substituting tedious manual entry with intelligent call analysis and AI-powered workflow tools, the company sharpens their competitive edge and reclaims thousands of hours in collective productivity.
- ACE generates immediate, succinct follow-up emails for customers, slashing the time spent on post-call tasks from several minutes to just 60 seconds, and boosting the team’s overall sales by 40%.
- RingEX empowers loan officers to accept and place calls from any location, ensuring seamless connectivity whether they are in the office or on the road.
- RingCentral App Gallery’s Salesforce integration allows agents to trigger calls and view customer details directly within their CRM, further accelerating the delivery of AI-generated summaries.
- RingCentral reduces the company's overhead significantly, capturing approximately $36,000 in annual savings on telephony and communication expenses.
What’s next for Endeavor Capital
The leadership team intends to deepen their use of the platform by fully implementing keyword tracker capabilities and exploring additional coaching tools within ACE. They are also in the process of rolling out a Microsoft Teams integration to further unify their internal workflows. This ongoing digital evolution ensures that Endeavor Capital’s legacy of award-winning service is supported by the industry's most advanced predictive tools.
To learn more about our customer, visit Endeavor Capital.
More to explore
This leading collections agency uses RingCX to save money, connect with more debtors, give more visibility to the team’s contact center managers, and boost employee satisfaction by at least 50%.
emoa Mutuelle modernizes its communications and prepares for an enhanced customer experience with RingCentral.
Autopay
The highly rated auto-loan specialist uses both the RingEX unified communications and RingCX contact center solutions to improve efficiencies and the customer experience.
AgCountry
AgCountry uses RingCentral to save their staff time and significantly improve communication with customers.
Eclipse Insurance
RingCentral’s AI Conversation Expert Helps Eclipse Insurance Boost Sales, Improve Client Service, and Scale Their Business