Alexander Forbes enhances customerservice with the deployment of Elevēo CallREC IP recording solution



Alexander Forbes 

Alexander Forbes is a leading provider of financial and risk services internationally. Listed on the JSE Securities Exchange, South Africa, Alexander Forbes primary operations are based in South Africa and the UK and operates from over 30 countries worldwide.

A significant network of subsidiaries and partners allows Alexander Forbes to provide an outstanding level of service to customers internationally. Alexander Forbes customers include small, medium and large organisations, specialist groups and individuals. Alexander Forbes’ focus is fast, efficient local service by empowered people wherever they operate.

Over the last seven years the Group has been transformed from a South African operation to an international business with a significant customer base, revenues exceeding R 5 Billion (USD 660 Million) and assets under management in excess of R 124 Billion (USD 16,5 Billion). Alexander Forbes 5500 employees worldwide are dedicated to providing the highest quality of asset consulting and management services to all clients.


“After an extensive trial period, we selected Elevēo CallREC® due to its reliability, ease of use and most importantly ease of installation and distributed and flexible architecture. It means that as our company grows and our recording needs continue to increase, CallREC will grow with our needs without the need of system upgrades, Elevēo’s forward-looking attitude, expertise in IP solutions and guaranteed support for our expanding capacity is crucial to Alexander Forbes maintaining its commitment to customers for quality of service.”

Mr Jacques Rossouw
Head of Converge Technologies,
Alexander Forbes Group IT, South Africa

The group’s main activities are:

Risk Services

  • Risk and insurance programme management and consulting
  • Insurance broking
  • Alternative risk finance consulting and facilities
  • Claims management
  • Insurance products and services for individuals
Financial services
  • Retirement fund administration and consulting
  • Actuarial services
  • Health care consulting
  • Asset consulting
  • Personal financial planning „
  • Direct marketing of financial products

Multi-Manager Investments

  • Investment Solutions

In order to provide effective and business-enhancing solutions to clients not only by understanding their unique needs but also by providing the best possible service, Alexander Forbes decided to deploy a recording solution specifically designed for the IP telephony system already in use throughout the organisation.

Alexander Forbes’s IT Department conducted a complete evaluation of solutions available to them. The critical requirements were as follows:

  • A robust and scalable IP recording solution (up to a possible 1700 phones and beyond).
  • Accurate and reliable extension-based call recordings for all call handling situations.
  • Repeatable recording quality.
  • Intuitive user interface.
  • Flexible extension-based recording rules. „ Ability to integrate with existing applications.
  • A cost effective solution, which would allow growth without incurring penalties in the future.
  • Full support for future SW releases from the IP telephony manufacturer.

“Elevēo is delighted to welcome Alexander Forbes to our growing list of customers worldwide. Elevēo CallREC®, is designed purely for the IP world. As Alexander Forbes requirements progress and they continue to meet their evolving customer needs, they can be sure that our recording solution is designed to fully support their future expansion as well as new releases of their IP telephony platform.”

Simon Vostry
CEO (1999-2017) Elevēo


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