IT Services for Financial Institutions and Advisors
Whether you’re a bank, credit union, brokerage, insurance agency, or other type of financial services firm, you need secure, streamlined IT solutions.
The right IT partner will:
We’ve got you covered.
One team + One IT Services plan customized to meet your unique business needs. Read more about our plan here.
Not yet ready for a plan?
Try our Financial Services Core Processor Service IT assessments.
Contact us via the form below for more info.
You’ll gain valuable insights into the current state of your technology and how to leverage your IT to propel your business forward.
Client
A multi-location, award-winning insurance agency offering both personal and business insurance options. They’re known for their 100 years of combined insurance knowledge and their commitment to outstanding customer service.
Challenge
They outgrew their IT vendor’s capacities and needed more IT leadership and support. They were looking for a strategic, experienced IT partner who could help solve chronic technology issues and offer them a reliable disaster recovery solution. We helped them accomplish this.
Solution
We conducted an initial assessment of their IT infrastructure and systems to gain an in-depth understanding of their needs and current issues. Then, we designed a custom strategy and technology roadmap with recommendations to ensure that the company’s IT aligned well with their business needs and goals. Next, we implemented tools, processes, and policies to help them perform their work more efficiently.
Once we addressed their most pressing issues, we implemented a Business Continuity (BC) solution so they could remain operational during adverse events and internet outages. This included migrating them to the cloud and installing a VoIP telephony solution. These two things combined gave their team members the freedom to work from anywhere at any time. Lastly, we set up redundant internet connections at all their locations to avoid any downtime in case the broadband went down.
After we implemented their BC solution, a series of gas explosions occurred in the Merrimack Valley region, which destroyed properties, caused loss of lives and led to forced evacuations. While many of their clients were negatively impacted and needed their support to respond and recover from the disaster, the company was able to seamlessly serve their clients and operate their business during the outages from any location.
With more strategic guidance and IT improvements, the firm was able to increase their efficiency, performance and productivity issues as well as continue to work during adverse events. They could also avoid any internet downtime caused by broadband issues. These changes enabled them to become more competitive and to serve more clients.
