‘The immediate win has been the uplift in reporting and visibility, with detailed call stats and tracking now in place. For us, reporting is key, especially with a small team making and receiving thousands of calls each month.’
—Alex Vladica, Business & Technology Manager, First Option Bank
Background
First Option Bank is a member-owned financial institution with over 60 years of history, operating across Melbourne and Sydney with a team of 16 employees.
As a member-owned bank, delivering accessible and high-quality service to members is central to its operations. Phone-based communication plays a critical role, with a large proportion of members preferring to speak directly with staff for support and enquiries.
Ensuring reliable, efficient, and compliant communications is essential for service delivery, maintaining trust, and meeting regulatory requirements.
The Challenge
First Option Bank’s existing cloud-hosted PBX system was no longer fit for purpose.
While functional, it lacked the advanced capabilities required for a modern banking environment, including:
- Limited call centre management functionality
- Insufficient reporting and visibility into call activity
- Gaps in compliance and call recording controls
- Operational inefficiencies from using separate systems
At the same time, the business had already invested in Microsoft Teams as its core communications ecosystem.
There was a strong opportunity to consolidate communications into a single, integrated platform that could deliver enhanced functionality within the environment they were already using internally.
The Access4 Partnership
First Option Bank engaged Access4 through its Managed Service Provider, who recommended FlexrUC as the ideal partner to deliver the project.
FlexrUC worked closely with the bank to design and implement a solution tailored to its operational and compliance requirements, leveraging Access4’s CC4Teams product – Contact Centre for Microsoft Teams.
CC4Teams proved a great fit for First Option’s priorities: Teams integration, a great customer call experience, better compliance, and a scalable platform. Alex noted, “…we already had Microsoft Teams phone features included in our existing licenses. When looking at the solution, we saw call and usage costs would decrease significantly, and moving to CC4Teams would be cost-neutral.”
The solution was a financial win, but it also helped the First Option team make the most of their existing Microsoft investment. “The CC4Teams solution provides additional functionality around reporting, compliance and call centre management, so the fact that we could have everything we need without a net cost increase meant that moving was a no-brainer”, Alex said.
From initial design through to deployment, FlexrUC ensured a smooth deployment of CC4Teams. They carefully aligned the new solution with First Option’s existing workflows, while introducing enhanced capabilities.
The result was a fully integrated communications environment, delivered via Access4’s platform, that combined reliability, flexibility, and ease of use.
Business Outcome
The transition to CC4Teams was completed with minimal disruption. “Since the system went live, staff are now working with a fully integrated solution,” Alex said. “They are no longer required to use physical handsets and a separate phone system – they only need a headset and Teams. This has been great for remote work.”
Minor glitches during the rollout were quickly resolved by the FlexrUC team. Alex praised FlexrUC’s proactive problem-solving, stating: “FlexrUC provided proactive support, with David following up multiple times when I have raised queries to get more information and chase up solutions… this has ensured we get the results and answers we need.”
Since going live, First Option Bank has seen immediate operational improvements:
Simplified Operations
- Staff now operate fully within Microsoft Teams
- No need for separate phone systems or physical handsets
- Reduced complexity and improved user experience
Enhanced Visibility & Reporting
- Detailed reporting and analytics now available
- Ability to track every call with wrap-up codes
- Clear insights into call drivers and service performance
Real-Time Performance Management
- Live dashboards showing call volumes and wait times
- Ability to dynamically allocate staff to maintain service levels
- Average wait times consistently managed under one minute
Improved Compliance
- Automatic redaction of sensitive financial data in call recordings
- Greater confidence in meeting regulatory requirements
Remote Work Enablement
- Staff can handle calls from anywhere using Teams
- Increased flexibility without compromising service quality
For a small team managing thousands of calls each month, these improvements have delivered a measurable uplift in efficiency, service delivery, and operational control.
Conclusion
By partnering with FlexrUC and leveraging Access4’s CC4Teams solution, First Option Bank has successfully modernised its communications environment without increasing costs.
The solution provides a strong foundation for future growth. There is flexibility to introduce additional capabilities as needed, such as advanced call routing, multi-channel communications, and AI-driven insights.
“The solution has been a great fit, with a significant uplift in the functionality without an increase in costs. I would recommend CC4Teams to any other businesses that run call center operations and use Microsoft Teams,” Alex said.
With proactive support from FlexrUC and a scalable platform powered by Access4, First Option Bank is well-positioned to continue enhancing its member experience in the future.
