Satisfying Financial Services Clients

Delivering Bottom-Line Results

Since 1995,  T.A. Wallace & Associates, Inc. has helped clients improve their bottom lines with the integration of the right technologies and services to advance their business plans. Our results oriented approach has had a positive impact on large and small clients. At T.A. Wallace, our job does not end with the recommendation.  We will negotiate the contract and implement the solution.  This enables you to focus on your core competencies while we use our experienced resources and leverage with suppliers to deliver the anticipated results.

We can help your company achieve similar results.


Rhode Island Financial Services Company

Engagements: 2

Services:  Strategic Business Consulting, RFP Issuance & Contract Negotiation

Results:   Annual Business Benefit: $100,000+  Network Cost Savings


 Authored voice network RFP

 Conducted VoIP audit and analysis



National Commercial Bank Holding Company (1,700 Branches & Offices in 40 States)

Engagements: 7

Services:  Strategic Business Consulting, Call Center Consulting,
Contract Negotiation, Project Management,
Telecommunications Services Audit 

Results:   Annual Business Benefit: $   75,000 Reduced Cost
 Improved Customer Service    
                                    $ 200,000 Reduced Cost
                                    & Improved Sales Productivity at
                                    $ 400,000 Network Cost Savings


 Designed customer service call center and selected ACD

 Designed a networked campus environment for six operations and call centers.

 Project Managed the migration to the networked campus environment

 Recommended integrated access in every branch for voice/data/video

 Recommended and project managed Centrex service in all branches

 Negotiated multi million dollar managed services contract

 Conducted full scale audit of all voice/data invoices