Case Study: Turner Pope Investments Ltd

About Turner Pope Investments (TPI) Ltd

TPI was formed by Ben Turner and James Pope and became FCA authorised and regulated in September 2016.

The decision to launch TPI was founded upon a general frustration with certain industry practices and the feeling that there was a clear space in the market for a Corporate and Private Client Stockbroker with a renewed approach and vigour.

Since then they have helped raise an amount approaching £1bn for their Corporate Clients, forging deep-rooted long-term relationships built upon alignment, openness and transparency.

Predominantly serving Professional Clients and High Net Worth (HNW) individuals, transacting in a traditional, highly personalised broking style, delivering Execution-only, Advisory or Investment Managed account services.

The Challenge

An ageing IP telephony solution was causing considerable frustrations for the team at TPI, limited functionality managing calls effectively was becoming problematic.

Whilst the incumbent system provided basic call recording the TPI team were tied to desk phones which meant that flexibility was lacking. This coupled with the constraints of the system - no call groups, ability to divert, basic reporting or call recording from mobile devices meant that a solution needed to be found that better suited their needs.

The flexibility of a new system was key. The pandemic had highlighted the importance of being able to work remotely and the need for ease of system administration to set up call diverts and groups.

The Solution

After discussing the remit with Atlas Support, TeamsLink was identified as the perfect solution for TPI, alongside two leased lines.

TeamsLink supercharges TPI's Microsoft Teams client into the ultimate collaboration platform, allowing all users to call directly from their Teams whether on desktop or mobile app. Call recording was also included to ensure that all conversations whether voice, video call or IM were captured and retained.

To further enhance their communications stack FTTC was installed in key users homes, ensuring a reliable and robust high-speed connection. Further, the addition of Pangea SIM and IP services completed the solution to ensure continued connectivity in the event of a disaster.

The Results

Through our work together, TPI has been able to take advantage of the following results:

Reliability -Unrivalled SLA's and robust connectivity are provided by Atlas Support as standard.

Cost Savings - A scalable and flexible solution with predictable pricing means TPI can take full advantage of the cost savings from its new solution.

Time-Saving - With a dedicated account manager and one point of contact, making changes or getting support is quick and easy.

User-Friendly -TeamsLink provides a simple, user-friendly interface and a single pane of glass management portal.

Remote Working -TeamsLink is a cloud-based solution meaning that TPI's employees can work from anywhere, anytime as easily as when they are in the office as long as they have an Internet connection.

UC -TeamsLink brings all of Turner Pope's communications into one centralised platform, providing a more efficient and streamlined platform from which their team can work.

“Atlas Support is easy to work with, understand our requirements and meeting our regulatory obligations - the team have been great, especially for the migration projects. Since migrating in 2020 I think there has been 1 issue (which was an external party) and the services have been otherwise flawless.” - Rik Carter, IT Manager, Turner Pope Investments Ltd

Call Recording, Case Studies, Voice over IP (VOIP) solutions, TeamsLink