Case Study | Corporate Office | Control Mount


United Capital is a Wealth Management Services company based in Newport Beach, CA with 57 offices throughout the United States.

The firm's business is founded on providing high touch service to their clients, in many cases occurring as face to face meetings at branch offices. Derek McCauley, Manager of Platform and Technology at United Capital, set out to create the best possible client experience in-office utilizing the latest in design, technology, and automation.  "The goal was simple: we wanted to provide a consistent, easily repeatable experience that could be facilitated by the firm's financial advisers in the multitude of conference rooms through our space."

By implementing a clever combination of Google Chromecast, an AV automation system, and iPad as the controller, an employee could completely automate the technology in a conference room space. Such automation includes screen-casting computers with the touch of one button on the iPad screen.