Located in Bloomfield Hills, MI, Greystone Financial Group (“Greystone”), founded in 1994, has grown from its humble beginnings to become a robust financial services firm managing over $1.1 billion in assets as of September 30, 2024.
Led by Todd Moss and Kristie Guadiano, Greystone provides comprehensive financial planning services, working with both individual clients and corporations across the country. With its commitment to a “family-like” approach, the firm prides itself on fostering long-term relationships, some spanning four generations.
Over the years, Greystone has cultivated a reputation for excellence, thanks to its personalized service and commitment to acting as fiduciaries for its clients. However, as their business expanded, it became evident that reliable technology was essential to maintaining their high standards of client care.
This is where TelNet Worldwide, a leader in telecommunications solutions, entered the picture, transforming how Greystone operates and enhances its connectivity with clients.
worth knowing
- Greystone’s Longevity and Growth: Greystone Financial manages over $1.1 billion in assets and builds multi-generational client wealth.
- Partnership with TelNet: Greystone’s relationship with TelNet includes being a TelNet customer as well as managing TWW’s 401(k) plans.
- Unified Communications: TelNet’s solutions enable Greystone to communicate seamlessly across multiple locations.
- Improved Client Experience: TelNet’s tools enhance Greystone’s commitment to personalized service.
- Responsive Support: Greystone likes TelNet’s direct, hands-on customer support.
The Partnership Between Greystone Financial and TelNet Worldwide
The relationship between Greystone and TelNet Worldwide began in a unique way. Initially, Greystone was brought in as an advisor for TelNet’s 401(k) plans. Greystone’s experience in managing corporate retirement plans made them a natural fit for TelNet’s needs, and collaboration quickly solidified.
Over time, the relationship evolved. Greystone became a client of TelNet, seeking their telecom services to improve their internal and external communication systems.
“We started with TelNet as our client first,” explains Kristie Guadiano, a partner at Greystone. “Our accountant referred us when TelNet needed 401(k) help. A few years later, we became a TelNet client when we needed a new phone system and integration.”
TelNet provides Greystone with a modern, streamlined communication system, which has been instrumental in enabling the financial firm to maintain seamless connectivity with its clients and employees, regardless of location.
Kristie Guadiano
Empowering Business Communications
Before TelNet, Greystone operated with a more fragmented and less efficient phone system. When the firm realized the need for a reliable, integrated communications platform, TelNet stepped in with a comprehensive solution.
One of the standout features of TelNet’s service is the Unified Communications with Webex application, which Greystone adopted for both desktop and mobile use.
The introduction of TelNet’s unified communications allowed Greystone’s employees to easily connect with each other and clients, whether in the office, at home, or in remote locations.
As Guadiano notes, “For us, it makes the ability to work from home and be out of the office very easy with the connectivity on your cell phone.”
This flexibility has proven to be essential for Greystone, which operates from four locations: its headquarters in Bloomfield Hills, Michigan, as well as offices in Houston, Santa Monica, and Virginia Beach. Employees can now answer calls and manage tasks seamlessly across offices or from their homes, providing consistent and responsive service to clients.
Benefits of Working with TelNet
TelNet’s impact on Greystone’s day-to-day operations has been significant. With features like call transfer integration on mobile devices and Webex’s visibility options, employees can see when colleagues are on the phone and avoid unnecessary disruptions.
“Little things like that make things seamless,” says Lori Vernier, Greystone’s Business Operations Manager.
Additionally, the ability to offer a consistent client experience, regardless of where employees are located, has become a key advantage. Greystone has always emphasized its personal connection with clients, and TelNet’s technology supports this by helping to ensure that communication is always accessible and reliable.
For a firm that handles critical financial planning for both individuals and corporations, including managing corporate retirement plans, pension plans, and profit-sharing plans, uninterrupted and clear communication is non-negotiable.
Greystone’s corporate clients, like TelNet, rely on their knowledge in managing financial services, while individual clients depend on the personal relationships they’ve built with their advisors over decades.
“Clients depend on us to pick that phone up when they need something,” Moss emphasizes. “We have to have that phone because it’s an important tool to communicate with clients.”
How TelNet Supports Client-Centric Financial Service Firms
One of the most critical elements that sets Greystone apart from other financial service firms is its focus on long-term relationships and individualized service.
“We don’t look at a client as just a client. We look at them as friends and family,” said Moss. This philosophy extends beyond simply offering financial services. It’s about creating multi-generational relationships and providing personalized service to each client.
TelNet Worldwide enhances Greystone’s ability to fulfill this mission by offering responsive, hands-on telecom support. Unlike large providers that may rely on impersonal numbers, TelNet offers direct access to account managers and quick turnaround times for technical support.
“TelNet isn’t just a faceless company,” Guadiano remarked. “We can call directly if we need something. That relationship is so important for us.”
TelNet’s attention to customer care and responsiveness has been a game changer for Greystone. From troubleshooting technical issues to offering guidance on telecom settings, TelNet’s support team is always available to assist.
“Being able to just pick up the phone and call TelNet and get a tech to help me that same day is very beneficial,” Vernier added. “TelNet is very user-friendly and customer focused.”
The Importance of People-First Communication
As Greystone Financial continues to grow, its partnership with TelNet remains a cornerstone. The telecommunications solutions provided by TelNet help to ensure Greystone continues to offer high-touch, personalized service to its clients.
If you are a financial service provider looking for telecommunication solutions that put your clients first, consider TelNet Worldwide.
Disclosures: Greystone Financial Group, LLC is an investment adviser registered with the Securities and Exchange Commission. TelNet is a current client and vendor of Greystone.
