626
Public
Engagement
Integrated telephony platform, marketing data automation, advisor enablement
In partnership with Morgan & Co
Project goal
Give advisers qualified conversations within minutes of a lead opting in and remove dead time between marketing and sales.
Design brief
Fuse the Morgan and Co heritage palette with a modern control room feel that still feels warm for advisers and customers.
Client
Morgan & Co
Tech stack
Outcomes
Numbers that prove
the difference.
Highlight
Increase in customer talk time
Morgan & Co reports advisers now speak to prospects for double the previous duration thanks to smarter routing.
Metric
Reduction in agent idle time
Morgan & Co reports workflow automation feeds fresh leads to the right queue before the last call finishes.
Metric
Increase in sales conversions
Morgan & Co reports tightly coupled data meant no qualified opportunity was left waiting for a follow up.
The challenge
What stood
in the way.
Morgan and Co advisers relied on spreadsheets and printed call lists. Marketers captured leads online yet the information arrived to sales teams hours later, hurting response speed and morale.
Manual re keying of marketing data created duplication and compliance risk
Advisers had to guess which prospects were free, wasting the first minute of every call
Leads cooled quickly because call backs waited for an administrator to create tasks
Team leaders lacked visibility on who was dialling and which campaigns worked
Training new starters required shadowing because no live prompts existed
The solution
How we
delivered.
Alveus designed a unified contact platform on Amazon Connect with deep CRM integration, fast telephony routing and insight led coaching moments to help advisers win trust faster.
01 / 05 features
Key features
Feature 01
01
Amazon Connect contact flows that prioritise inbound and outbound activity based on lead freshness
Delivery process
From discovery to go-live.
Step 1 of 5
Phase 01 of 05
01
Ran discovery sessions with compliance, sales and marketing to define shared KPIs
Up next · Modelled lead scoring logic and routing weights inside
The results
What changed
after go-live.
Morgan & Co's reported results: Morgan and Co can now move from lead to conversation within minutes. Every team member sees the same insight and coaching nudges keep quality high without slowing momentum.
Achievement 01
Double the talk time
Average customer conversations doubled because warm leads are routed instantly with context.
Achievement 02
58% Less Idle Time
Smart sequencing keeps advisers active while maintaining a healthy pace and compliance.
Achievement 03
42% More Sales
Instant lead follow up and AI assisted notes lifted conversions without adding headcount.
Keep exploring
More case studies.
626
Your turn
Planning
a rollout?
Talk to the Alveus team about your next contact centre project.