How Hejaz Financial ServicesUnified Its Tech Stack With HelloTeams
Hejaz Financial is one of Australia’s leading Islamic financial groups.
Founded in 2007, it helps Muslims manage their wealth in line with their values.
HelloTeams helped Hejaz consolidate its telephony under the Microsoft umbrella, reducing costs and improving functionality.
Client
Hejaz Financial Services
Website
www.hejazfs.com.au
What we did for Hejaz
- Create a single pane of glass under the Microsoft umbrella
- Integrate voice with Salesforce
- Access better analytics visibility and more robust features
The HelloTeams solution, as a whole, is well-built, well-thought-out, and just a whole lot more intricate and detailed compared to the Aircall solution.
Shahroz Hamid
IT Team Leader, Hejaz Financial Services
The Problem
Hejaz had begun a full Microsoft 365 transition.
It wanted a single pane of glass–one shared environment where all data was visible in the same place.
Its current telephony provider, Aircall, couldn’t make that happen, and Teams Phone was the obvious solution.
But Hejaz also needed Teams Phone to scale easily in line with expanding business operations – and to integrate with 2 CRMs (HubSpot and Salesforce).
The answer: HelloTeams.
The Solution
HelloTeams streamlined the rollout of a Teams Phone solution–one that had feature parity with Aircall, but more capabilities and better data visualisation.
A key component was Anywhere365®, which uses Power BI to produce fine-grained reports. Call data, user data, and CRM data were no longer isolated. Instead, they were consolidated in the same Microsoft environment – a unified view that also improved data security.
Previously, staff needed access to the Aircall admin console to do basic tasks like listen to call recordings. HelloTeams and Anywhere365 made it easy to share visualisations and recordings, enabling decision-makers to get the data they needed in line with the principle of least privilege.
The whole goal is to have every solution seamlessly integrated – a new CRM, new IT software, a new department. Everything should be under that one pane of glass and Teams definitely allows for that–whether we use a contact centre solution like Anywhere365 or not.
Shahroz Hamid
IT Team Leader, Hejaz Financial Services
The Outcome
With a cohesive tech environment and stronger telephony, Hejaz is better positioned for international growth.
Data is more granular, more accessible, and more secure.
Teams makes it easier than ever to leverage internal expertise and route external calls. And staff can communicate from any device, significantly reducing onboarding and hardware costs.
HelloTeams isn’t just another app in Hejaz’s tech stack.
It’s a key part of the company’s expansion strategy – a pathway to lower costs, clearer decision-making, and better communication.
The HelloTeams support team was amazing. Whenever I reached out, I got answers pretty much straight away. The whole experience of changing telephony was challenging for myself, but the support was really good in that regard, covering everything from Anywhere365 to Teams itself. The work that they do is just amazing.
Shahroz Hamid
IT Team Leader, Hejaz Financial Services
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