Case Study

Financial Services Firm

Saving Money With Proactive IT Consulting

The Challenge

Scaling The Business With Upfront Technical Advice

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 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.

The Solution

Buyer Beware - Look Before You Leap (Or Make Large Investments in Software!)

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 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.

The Impact

Putting the correct technology in place based on the business goals of the organization 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 including quarterly IT strategy sessions to keep them on track.


Learn More: IT Support for Financial Services