Financial Services

In the increasingly competitive Financial Services industry, benefit from having One Source as a single authority to simplify and optimize every facet of your communications and technologies. You will stay on top of network security and federal regulations while streamlining telecom payables and line item allocations – equipping you to disrupt the industry and deliver exceptional customer experience.

With One Source, you can:

Achieve operational efficiencies with your Finance, Accounting, Accounts Payable, and IT teams
Reduce expenditures through monthly invoice audits and recoveries of erroneous carrier/vendor charges(errors present on 9% of invoices*)
Access networking expertise to drive business growth, meet federal mandates, and identify hidden security exploits
Gain a true advocate to identify and implement necessary emerging technologies

Trusted partner of 20,000+ locations

Financial Services Industry

Operational Challenges

  • Lack of visibility into telecom assets to determine optimal portfolio mix

  • Inability to sort through multitude of carriers

  • Lack of resources to manage assets ordering

  • Inability to maintain pace with technology advancements



Portfolio Optimization / Sourcing and Procurement Sourcing & Procurement

One Source’s Approach

to Address Them

  • Optimize and centralize inventories

  • Remain carrier-agnostic to ensure best rates

  • Manage commissioning and deployment of assets

  • Deploy emerging technologies vetted by experts
  • Inadequate carrier and vendor support

  • Lack of resources to manage outages and issues

Service and Support / Help Desk

  • 24/7 U.S.-based help desk

  • Reduce mean time to repair

  • Project manage moves, adds, changes, and disconnects

  • Erroneous carrier charges

  • Inaccurate cost allocations

  • Overwhelming number of invoices to process and pay

Ongoing Expense Management / Bill Payment

  • Consolidate all invoices into one

  • Audit services monthly

  • Pay all bills in advance to avoid rushed invoice validation

  • Frequent overage fees

  • Initial contract negotiation doesn’t account for future growth or contraction
  • Lack of visibility into, and understanding of, telecom usage and trends

Usage Optimization / Cost Recovery

  • Translate usage trends and business needs into executed services

  • Prevent indiscriminate usage

  • Recover billing errors

  • Lack of resources for technology upgrades

  • Lack of field resources for ongoing break/fix
  • Lack of resources and coordinating for facility wiring

Field Services

  • Implement facility wiring and technology upgrades
  • Resolve break/fix issues
  • Lack of resources to deter unknown security threats

  • Aging hardware and network infrastructure


  • Reduce risk through on-going threat assessment and security patches
  • Deploy new hardware with advanced security features

  • Customize security solutions within budget
  • Lack of internal IT knowledge and resources
  • Inability to develop long-term IT strategy while managing ongoing break/fix
  • Endless management of financial processors and products
  • Overwhelming requirements for always-on and high availability IT functions

IT Services

  • U.S.-based IT engineers and 24/7 help desk
  • Manage IT infrastructure with a focus on long-term strategy

  • Manage financial processor products with our highly-skilled IT Engineers

Latest Research

Read AOTMP’s latest research on how medium-sized enterprises, a neglected market by telecom, IT, and mobility management vendors, can now level the playing field against their Fortune 500 counterparts by adopting Communications Lifecycle Management.

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