A national wealth management firm is considering implementing a virtual conferencing software across all locations to reduce Advisor travel costs. The case explores the cost-benefit analysis of this major capital expenditure, comparing the current travel expenses with the costs of implementing and operating a teleconferencing system. Candidates are asked to analyze travel data, compare costs between an outside vendor and building in-house, and consider qualitative factors such as client experience, compliance issues, and cybersecurity concerns. The case tests candidates’ abilities in data analysis, structured math, and creative thinking to determine whether teleconferencing is a viable solution for reducing costs while maintaining effective client relationships.