Matlin Financial Services

About the Client

Matlin Financial is committed to building long term relationships with its clients. After all, the
folks at Matlin understand that building and maintaining wealth is a long-term proposition not
only spanning a lifetime, but multiple generations. It takes discipline, patience, and ongoing
course corrections along the way. Accordingly, Curt Matlin and his team follow a formal process
that leaves no stone unturned and focuses on their clients own desired outcomes. Over the years,
Matlin Financial has expanded to support a wide range of clients and their families.

Business Challenge

Since 2016, RAM has been able to maintain a good relationship with Matlin Financial. Initially,
RAM provided Curt and his team their NEC phone system for their new office location. At the
time the system served Matlin Financial’s needs well. Fast forward almost a decade later and it
became clear the trusty NEC system just couldn’t keep pace with the staff ’s new challenges.
Perhaps the biggest challenge came in the form of remote working. Traditional PBX systems like the
NEC just weren’t designed to work efficiently in home and office environments. Both client and
vendor realized it was time to start looking for a system that could meet new demands. The new
platform would have to provide flexibility and easy access for both staff and RAM’s support team.
Everyone also realized there were some functions that didn’t need fixing. The new system needed
to continue providing simple call flows, call transfer, hold and conferencing functions. Sometimes
the biggest challenge can be designing a system that incorporates traditional phone functions with
newer hosted phone features.

RAM’s Solution

Based on similar experiences with other clients, RAM knew it could deliver a successful outcome.
Ultimately, RAM recommended Nextiva’s hosted UCaaS platform. Nextiva would provide a
unified phone platform with 4-digit dialing, mobile and soft phone apps, updated desk phones and
updated headsets designed to compliment the new system. Matlin’s staff took the time to work
with RAM carefully outlining the necessary design details and functions. The research resulted in
a design incorporating traditional functions with new soft phone features that enhanced
everyone’s productivity. Nextiva delivered the final product to RAM for pre-testing.

Next, RAM’s team delivered the new system, hands-on installation and several rounds of testing
and tweaking to get the desired result. The time included testing and guidance for the new ‘remote
office experience’.

Today, Matlin’s team enjoys the same office productivity at home with their new soft phone app
called ‘Nextiva One’. Team meetings, phone calls, and team chat functions are all housed in the
new app on each user’s laptop. The solution also saves desk space and hardware costs. Now,
everyone can work remotely and interact efficiently with clients and staff members no matter
where they are sitting.

RESULTS

Overall benefits:

• 10% savings on updated service plans vs. old phone carriers
• reliable connectivity between office and remote users
• white-glove design, installation, testing and end user training from one source
• new tools help staffers communicate in more impactful ways (Nextiva One)
• periodic invoice reviews to ensure accurate billing and credits
• online system access saves time resolving support issues and programming updates

“We’ve enjoyed working with Rob and his team. They are responsive and good
communicators. Any issue we may have had was quickly resolved. And the new
system they installed in 2025 is working great! Rob personally came to our office to
demo the system, provide cost/benefit estimates (the price was great) and he was
there for installation and training. Our experience with RAM is great and we highly
recommend Rob and his team. Thank you, Rob, for quickly and easily solving our
phone needs.”

Curt Matlin, CLU, ChFC, CASL, President, Matlin Financial Services