Ensures “Seamless Experience” Between Work-From-Home Advisors and Clients With Integrated Collaboration, Communications and Virtual Workspaces From Evolve IP
Johnson Investment Counsel, one of the largest independent investment firms in the Midwest, and Evolve IP, the world’s leading provider of Work Anywhere™ cloud solutions, announced that a successful business continuity and pandemic planning test in October of 2019 has enabled the firm’s employees to seamlessly serve clients via remote work operations during the COVID-19 pandemic.
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Johnson Investment Counsel provides and manages approximately $13 billion of investment plans, including wealth portfolios, mutual funds, 401(k), IRAs and more. During the 4th quarter of 2019 the company undertook an intense business continuity test to ensure that in the event of a pandemic its employees could all work at home with the same capabilities they had in the office. Additionally, the organization tested situations where key personnel were impacted by a virus and unable to work; forcing others to pick up their key internal functions and workload.
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The test was nearly flawless, and while no one in the firm expected a situation like a pandemic to arise, they were confident that they could handle an emergency that forced everyone in the firm to work remotely. Fast forward to March of 2020 and like the majority of businesses around the world, the company was forced to close its doors temporarily. However, unlike most of those businesses, Johnson Investment Counsel could rely on the technologies and strategic plans it had tested months ago with Evolve IP, a global provider of analyst-acclaimed solutions that let employees work anywhere.
The key technologies leveraged by Johnson Investment Counsel employees while working from home include fully integrated:
- Collaboration – Employees are able to share files and video conference with clients enabling advisors to maintain a personal presence. Internal conversations are enhanced with one-on-one and group chats, desktop sharing and meeting functions.
- Communications / Voice Services – Calls made to employees’ office phones are immediately re-routed to mobile or home phones and voice mails are made available in email.
- Virtual Workspaces – Access to critical applications is provided via cloud desktops enabling advisors to respond quickly to investor demands and changes in the market. Key business services are made available on home PCs, tablets and other devices.
