Issue
As a leading wealth management firm, a financial planning firm advises individuals, business owners, and organizations. To best serve its clients, the firm needed a smoother and more efficient IT experience defined by reduced IT ticket resolution time and a strategic and technically sophisticated direction for its IT evolution. The firm sought out an MSP partner that understood their technology environment, industry, and could identify the right solutions to enhance its operations.
Solution
The firm began an extensive RFP process, interviewing approximately 15 firms. Their criteria emphasized technical proficiency, responsiveness, and on-going support. CBIZ was awarded the work thanks to our reputation for exceptional customer service and support time, technical expertise, and familiarity with the financial services industry.
CBIZ began the collaboration by gathering essential information about the financial planner’s systems and leveraged that knowledge to avoid disrupting daily operations while developing improvements for the firm’s user experience, infrastructure scalability, security posture, and transparency. Specifically, CBIZ helped:
Increase Productivity:
Quicker response times and more efficient issue resolution has allowed the firm’s professionals to focus on core responsibilities without being distracted or disrupted by lingering IT issues.
Improve Customer Service and Support:
With more confidence in their IT support, the firm’s employees are quicker to engage IT, fostering a more collaborative work environment characterized by smoother operations.
Stabilize the IT Environment:
With the benefit of Azure cloud, the firm’s processes run smoothly and without interruption. That enables productivity to remain consistent and issues to be resolved promptly—all of which supports the firm’s high client service standards.
Enhance Endpoint Management:
Thanks to CBIZ managing endpoints, the firm is more secure and backed by monitoring, patching, endpoint detection response (EDR), antivirus, and web filtering security services.
Efficiently Manage Issues and Solve Problems:
At times, CBIZ identifies and resolves issues before the firm is impacted. This minimizes downtimes and prevents minor issues from escalating. Extensive preventative capabilities also enable IT resources to handle requests like software set-up and server build outs more promptly.
In addition, CBIZ provides ongoing support to align the firm’s technology roadmap with evolving business needs.
Outcome
CBIZ’s solutions and guidance have enabled the firm to meet its IT goal: focus less on IT issues and more on serving clients and broadening business. With constant communication, CBIZ has kept the firm updated on project progress, and defined milestones making it easy to track their journey to more capable, reliable IT functions.
“Our partnership with CBIZ has allowed us to focus on our strengths — financial planning and client service — without the worry of IT needs. The team’s expertise and unparalleled support provided us with complete insight into our IT environment. We have full faith and confidence in the CBIZ team to handle this aspect of our business.”
– Chief Compliance Officer/Director of Operations
| Company Information | |
|---|---|
| Industry | FInancial Services |
| Ownership Structure | Private |
| Number of Employees | 25-75 |
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