A Fortune 100 global investment bank with trading floors, corporate offices, and support centers spanning North America, Europe, Asia, and Latin America.
The customer operates one of the largest Zoom Phone Cloud deployments in the financial services sector, relying on Poly Edge 100/450 series desk phones for executives, traders, and contact-center agents, alongside Zoom Workplace soft clients for its hybrid workforce.
With a highly regulated environment governed by FINRA, SEC, and international privacy mandates, the IT infrastructure is among the most complex in the industry — powered by Cisco DNA Center for network automation, ServiceNow as the CMDB of record, Infoblox for IPAM/DHCP, Active Office Locations (Eptura) for workplace management, and Snowflake for enterprise analytics.
In 2024, the financial institution migrated its unified communications to Zoom Phone Cloud, and faced an existential compliance deadline: RAY BAUM’S Act Phase 2 and Kari’s Law required direct automatic transmission of dispatchable locations (such as a street address, floor level, and room number) for every 911-capable device for both hard phones and soft clients by 2026. Compliance failure carried penalties exceeding $2.1 million per incident plus personal liability for officers.
Compliance, voice engineering, and network teams were spending weeks per quarter on spreadsheets with no source attribution, no drift detection, and mounting audit risk. As manual CSV exports from the institution’s DNA center (Cisco’s network management & automation platform), cleanup, and uploads into Zoom and third-party Location Information Server (LIS) systems were error-prone and unsustainable across hundreds of sites. Along with the issue of constant drift between Zoom’s logical configuration and physical network reality created by hot-desking, post-acquisition network merges, and nomadic users.
Moreover, soft clients on laptops and mobiles received only building-level accuracy, unacceptable for life-safety compliance. And multiple subtenants Zoom Phone architecture with tens of internet service providers made centralized management impossible with native tools. As the institution relied on Poly Edge phones, Cisco ISE’s 802.1x security requires diligent management of network protocols with continuous monitoring security issues that ensure operational phones while maintaining the highest level of security.
The customer selected iNEMSOFT’s Endpoint Manager R8 as an authoritative, on-premises device-management master for its entire Zoom Phone ecosystem. Deployed as a high-availability pair of virtual appliances, EM R8 was fully integrated with every element of the infrastructure and became the single source of truth responsible for provisioning, lifecycle management, and life-saving location accuracy.
Upon deployment iNEMSOFT’s EM R8 enabled:
Patented intelligence enabled true carton-to-desk zero-touch provisioning across a highly complex environment while guaranteeing that every device received surgically accurate, room-level emergency locations.
“R8 transformed what was compliance headache into a fully automated, audit-proof system with room-level visibility for every device — hard phone or soft client — across our global footprint. Integration with DNA Center, ServiceNow, Infoblox, and Active Office Locations is flawless. We went from months of manual effort to true zero-touch and real-time accuracy. This solution is now mandatory for any large, regulated Zoom Phone deployment.” – Network Engineering Lead, Fortune 100 Global Investment Bank Customer
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