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:
Not yet ready for a plan?
You’ll gain valuable insights into the current state of your technology and how to leverage your IT to propel your business forward.
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.
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.
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.
“Not only did they install our entire IT program, but I think it's because of CoopSys that I’ve grow so much in the last couple of years. Our ability to grow, to buy other agencies and to please our clientele is in large part due to the support that CoopSys gives us. We had a lot of IT people who would just only respond to break/fixes. We had a lot of people who didn’t really understand our business and never designed us anything to help us with our business. Comcast can sometimes go down. Verizon can sometimes go down and then I’m left without internet connections. CoopSys put a failsafe in place so that if my internet goes down, everything automatically fails over to the cell towers without me having to do anything. It’s all done on their end. It’s amazing. I love how proactive they were in getting to know my business, learning how I need to operate and putting a plan in place to meet my biggest need. They’re so quick to response, proactive and are in tune with everything that goes on in technology. They really leverage their knowledge of what’s new in technology to help individual businesses.”
Co-Owner & Certified Insurance Counselor, MTM Insurance Associates