IT Support Services
We needed a partner that understood our need for flexible and secure technology that would grow with us over the long-term. Visory has delivered that and so much more.
Michael Young, President
Overview
Integrated’s technology was not keeping pace with the demands of a growing organization that needs to onboard and transition advisors to its platform seamlessly and quickly. The firm’s existing set up limited the providers and applications it was able to offer advisors, which was a deterrent. What’s more, Integrated was hamstrung by a long-term contract with its technology provider, which complicated its ability to provide a robust technology platform that was secure and in compliance with regulatory standards.
The Visory team took time to understand Integrated’s business model, growth plan and existing technology before determining that migrating to a hybrid cloud environment would provide the flexibility and security that the growing firm needed, without any long-term contracts.
Solution
- Hybrid cloud environment
- Flexible technology backbone for scalable growth
Managed, Phased Approach
There were three phases leading up to Integrated’s migration to a new environment that Visory tailored to meet its needs:
Phase One: ………. Network assessment and drafting solution
Phase Two: ………. Remote environment build, including data replication and testing
Phase Three: …… Final testing and validation
Outcome
- No disruption in service or access to key data during transition
- Improved time to onboard by 67%
- Onboarded 30+ offices with 140 users in 2 years
Working with Visory
Visory empowers firms of all sizes with technology solutions and service that lead to better business outcomes and more efficient and secure operations. Our suite of private, hosted and hybrid cloud solutions and cybersecurity offerings can scale and be configured to every firm’s unique needs.
