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Financial services

Managed IT and Cybersecurity for a Growing Financial Advisory Firm

One accountable partner for devices, network, Azure, security, backups and employee support, stood up in about 60 days.

Client
Confidential financial advisory firm, about 45 employees
Industry
Financial services
Timeline
About 60 days, 4 phases
99.9%Network uptimeUp from about 97%
68%Fewer security incidentsPer quarter
98%Endpoint patch complianceWithin the required window
<15 minHelp desk first responseInitial response commitment

The challenge.

Technology issues were handled as they came up, often by employees with other primary responsibilities. That meant inconsistent support and important systems nobody was watching.

  • No central visibility across employee devices
  • Informal IT support handled by staff with other jobs
  • Unmonitored office network with end-of-life equipment
  • Limited network segmentation for critical resources
  • Azure virtual machine without consistent patching, monitoring or backup
  • No documented disaster recovery plan
  • Slow response to employee support requests
  • Limited records for compliance and insurance reviews

What we did.

We built a managed IT and cybersecurity program on five pillars, each one mapped to a service the firm now runs on.

End-user devices

Every device enrolled and protected.

More than 40 employee devices were enrolled in central monitoring and management, with managed endpoint detection and a standard onboarding and offboarding process.

Office network

A modern, segmented office network.

End-of-life equipment was replaced and the network was segmented, monitored and backed up.

Azure servers

The Azure environment under active management.

The Azure virtual machine was brought under consistent patching and monitoring, with tighter administrative access.

Backup and DR

Backups that are tested, not assumed.

Automated, geographically redundant backups now cover endpoints, file storage and the Azure environment, with a written recovery plan.

Help desk

One place for every IT request.

A structured help desk replaced ad hoc support, with a defined service commitment and monthly reporting.

The outcome.

  • More than 40 centrally managed endpoints
  • 99.9% network uptime
  • 68% fewer security incidents per quarter
  • 98% endpoint patch compliance
  • Help desk response in under 15 minutes
  • Automated backup protection with quarterly restoration testing
  • A documented disaster recovery process
  • Better preparation for compliance and insurance reviews
  • Improved cyber insurance renewal terms
Next case studyMicrosoft 365 Exchange Online Security Hardening

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