Modernizing communications: How UCaaS helped a financial institution cut costs and strengthen compliance

about the client

AgSouth is a leading agricultural finance association serving clients across the southeastern United States. With 500 employees across 50 branch locations, the organization required a secure, compliant communications system to protect sensitive customer data and maintain its reputation for exceptional service.

The challenge

Over time, AgSouth’s traditional analog systems shifted from essential infrastructure to a growing challenge, driving up maintenance costs and exposing the organization to compliance and operational vulnerabilities.  

  • Limited visibility and control: Legacy systems provided little insight into call performance or network health. Without centralized monitoring, IT teams struggled to identify issues early and maintain consistent service across branches. 
  • Growing compliance exposure: Outdated voice systems couldn’t meet evolving regulatory requirements for secure financial communications, creating potential audit findings and reputational risk. 

What did One Source do?

One Source acted as AgSouth’s trusted advisor throughout their modernization journey, guiding the move from legacy voice systems to a cloud-based UCaaS platform that improved reliability and strengthened compliance across all branch locations. 

  • Guided UCaaS strategy: Partnered with AgSouth to design a strategy tailored to their collaboration, compliance, and connectivity needs, conducting assessments, leading vendor evaluations, and negotiating contracts to secure optimal pricing and value.  
  • Managed and executed seamless migration: Led project management of vendors, carriers, and timelines while coordinating user training and phased cutovers to ensure a seamless transition with nearly zero downtime or customer impact. 
  • Provided ongoing support and optimization: Delivered on-site field services support for installations and 24/7 remote troubleshooting to maintain performance and proactively resolve issues. 
  • Expanded value through network upgrades: Deployed a managed network solution that enhanced Wi-Fi coverage, visibility, and reporting to support day-to-day operations. 

The results

"I am very pleased that we partnered with One Source to move to a UCaaS platform. Honestly, I would not have wanted to tackle this project without their assistance. As subject matter experts in this area, One Source has been a vital part of ensuring that our transition to the new UCaaS system goes smoothly. They've coordinated with both our UCaaS provider and local carriers on our behalf, saving us a tremendous amount of time. One Source has been an additional advocate for our company through the entire process."
Information Technology Manager, Ag South

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