VFS Group & Plesi

Outdated tech and remote work challenges were slowing this fast-growing financial firm down. Learn how Plesi delivered a compliant, cloud-based phone system to support hybrid work, global collaboration, and seamless client communication.

VFS Group is a results-driven wealth management firm delivering tailored financial solutions—from investments to insurance.

The Problem

VFS Group, an Australian-based financial services firm with international offices, faced critical challenges with their legacy telephony system.

Their hardware-based call recording solution was unreliable and difficult to access, creating compliance risks and operational inefficiencies. 

With teams located across Australia, the Philippines, and India, and a growing hybrid work model, VFS Group needed a modern, flexible system to support remote work, streamline communication, and ensure seamless call recording and retrieval for compliance purposes.

Our Solution

Plesi implemented a comprehensive 3CX telephony solution that transformed VFS Group’s communications and compliance capabilities.
  • Cloud-based 3CX softphone platform enabling seamless remote and office-based working
  • Multi-line capabilities allowing staff to make and receive calls on multiple direct numbers via a single app
  • Integrated call recording with easy, on-demand access to meet strict compliance requirements
  • Call monitoring features including whisper, barge, and listen-in to enhance training and quality control
  • High-speed, reliable data connectivity ensuring uninterrupted access to financial systems and calls
  • Scalable infrastructure supporting the expansion of overseas teams and new user onboarding
  • Cost-effective deployment that reduced operational costs while boosting communication efficiency

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