Financial Firm Saves Money With Proactive IT Consulting

Financial Services Firm
Financial Services Firm


Growing The Business While Staying In Budget

A Washington DC-based financial services firm had just opened up their first office, starting out with four loan officers and a few administrative staff.

They had aggressive plans to scale the business quickly, which included adding additional loan officers who would all work remotely.

They had questions and concerns on how they would be able to scale their technology to support large numbers of remote sales people, staying within budget.

They knew that choosing the right IT consultant for their financial services firm would be key to making sound technology decisions form the get-go, saving them both time and money and getting their business off to a healthy start.


Using Strategic IT Advice To Make Sound Decisions

The founders had been debating a large investment in a custom software solution. Before they signed on the dotted line, they brought in Ntiva to have an in-depth consultation with the owners to understand what they were trying to achieve from a business perspective.

The Ntiva IT consultant quickly determined that paying for a custom solution would not be a good choice. They were getting ridiculously expensive quotes to develop what they thought they needed.

We explained that an out-of-the-box software solution would meet their needs at a greatly reduced cost. On their behalf, Ntiva sourced the software and performed the implementation, including custom integration with their cloud-hosted VoIP business phone system.

After an extensive software and hardware audit, other best-of-breed technology was also recommended, purchased and installed. Finally, an overall integration project ensured their entire system was as easy and efficient as possible for employees to use, no matter where they were located.


Matching Technology Solutions to Business Goals Saves $500K

Putting the correct technology in place based on the business goals of this financial services firm was the key to helping this start up get off the ground cost-effectively.

We estimate that they saved at least a half million dollars in the first year alone, enabling them to expand their business extremely quickly across the U.S.

After consulting engagement ended, the firm elected to hire Ntiva to provide ongoing Managed IT Services, which included quarterly IT strategy sessions to keep them on track.

We estimate savings of at least a half million dollars in the first year alone, enabling them to expand their business extremely quickly across the U.S.

Want to learn more about IT Services and Support for Financial Firms?

See Ntiva’s Financial IT Services and Solutions.