Building a Start-Up investment firm's technology infrastructure from the ground up

Client

A start-up investment company backed by vast resources delivering boutique-style, one-to-one level attention to detail in creating personalized solutions focused on the best outcomes to meet the goals of their clients and families.Coming from an extensive background in financial advising, their Managing Director was looking to bring their core values—delivering value, service excellence, and stability—to the forefront of the organization.

Challenge

The business was being started from the ground up, including the network and related technology. The Managing Director chose Cooperative Systems to design and build her IT infrastructure and security. We were able to quickly assess her needs and design the network, work with vendors to build the network and IT infrastructure, install the cabling, and get her new office up and running.

Solution

Because the business was starting small with plans to grow, our processes and hardware and software choices had to be scalable with the firm’s expansion to ensure future success.Coopsys also advised and supplied the programs and services needed for security in a highly regulated industry.Once the network infrastructure was in place, Coopsys designed an ongoing support package to provide day-to-day IT support and end-to-end security that would promote both high levels of productivity and business continuity. Cooperative Systems’ 24-7 proactive remote management and monitoring, ensured that PCs and servers were patched and monitored for performance, issues, and security. When help was needed, our 24/7 help desk was just a phone call or email away. A team, including a dedicated engineer and account manager, was assigned to the firm for ongoing planning, budgeting, and troubleshooting.

Results

The Managing Director was able to open her new company as scheduled, with Cooperative Systems by her side to put the right technology in place—now and going forward—and help navigate the often complicated technology and security regulations within the financial industry to ensure they remain compliant with all current standards.With the firm’s technology and security handled, she has the confidence to continue to focus on growing her business.

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