Financial Services Firm Meets Their Security and Compliance Needs

The Client

The Client is a financial services firm that specializes in providing capital to help middle market businesses expand. The company has a portfolio of Clients that include growing businesses in a variety of industries. In order to maintain a high level of service for these businesses, the Client needed a reliable solution that also complied with its regulatory requirements.

The Challenge

At the time the Client initially met with StratusPointIT, it was working with an IT provider already. That provider had deployed an on-premise solution that had recently experienced an outage. Further, the Client was dissatisfied with the customer service it had been receiving from the provider. Because the Client is in a regulated industry, one of the most important challenges was to remain in compliance with FINRA regulations during, and after the transition. It was also imperative that the provider they chose offer top-notch customer support.

The Solution

StratusPointIT worked closely with the Client to ensure all regulations were met as data was moved from existing servers to the ITAnyWhere Cloud. The Client chose to implement a 100 percent cloud-based solution and was immediately impressed with the speed and reliability StratusPointIT provided. The ability to access data from anywhere was a big plus for the firm, with staff now having the freedom to access files from home or while on the road.

But the security and compliance provided by StratusPointIT’s solution was most notable to the Client. Financial services firms operate under strict regulations, and need to be able to produce data and communications in case of a court subpoena. StratusPointIT was able to create a solution that met the Client’s need for data and e-mail archiving, protection, and retention, giving the Client the peace of mind they needed. Further, all data is guaranteed to reside in a U.S. datacenter, which has undergone SSAE16 (formerly SAS70), PCI, SOX, HIPAA and other audits.

Secured

The Results

Today, the Client has a cloud services solution that provides both reliability and professional customer service. The Client finds the staff at StratusPointIT responsive, knowledgeable, and, above all, helpful. The Client knows they are compliant with federal and state regulations. Overall, the Client has gone from an environment of uncertainty to a secure, compliant and cost efficient IT service.

What our customers say

StratusPointIT did a great job helping us relocate. Our staff was up in running this morning without a hitch. Farkhad was a pleasure to work with and smoothly handled any of our many requests during the start-up. Liam planned the relocation project very well. The entire StratusPointIT team did a great job!

Ted F.President, Engineering Firm

The time had finally come for our accounting firm to overhaul our operating system & network. Though a seemingly daunting task to us, StratusPointIT seamlessly integrated our current software with the new system with minimal down time. Couple this with knowledgeable & responsive support makes StratusPointIT the right choice for us.

Scott F.Partner, CPA Firm

We engaged StratusPointIT to help us ensure our Amazon Web Service deployment was always available and properly protected. The StratusPointIT team helped us understand and overcome the risks, and showed us best practices and cost savings that we took advantage of. We are happy with the result.

Kris S.Process Engineer, Engineering Firm

We outsourced the business of running our network to StratusPointIT. The wide variety of expertise they bring to our company not only in running the existing network but in the telecom area, planning for growth and budgeting has been a tremendous asset. Our company is no longer reacting to adverse network issues; instead we are in a proactive mode of operations. I’m very pleased with our decision to outsource to StratusPointIT.

Stephanie H.Director of MIS, Medical Billing Company

We chose StratusPointIT in October 2010 as our outsourced information technology provider.  We were looking for a company that would serve as a true business partner with us as we continue to grow our business.  In addition to replacing our front office system we moved our headquarters location last year.  The team at StratusPointIT served as a tremendous resource as we selected a new internet service provider, new phone system provider and moved our servers to a new location.  They have provided consistently good support and have become a trusted advisor.

Jill C.CFO, Staffing Firm

If you are pondering on should I hire or outsource my IT department look no further than StratusPointIT. Here is a company that will keep your business technology running smoothly and continues to bring new opportunities to your business. We are extremely satisfied with StratusPointIT and all their employees, this has been the best decision and direction our company has gone, I only wish we did it years ago. They are very professional, responsive and give you everything you need to improve your business.

Duane S.Director Of Operations, Horticultural Broker & Supplier

StratusPointIT was able to offer SCS Energy an extremely cost-effective and functional set of solutions to our rapidly changing Information Technology needs.  We have been extremely pleased with the implementation process for our ITAnyWhere Cloud and Egnyte systems and look forward to continuing our long-standing successful working relationship with StratusPointIT.

Tim B.President & COO, Energy Firm

StratusPointIT was selected as our IT Service Provider offering a secure, cost effective and simple solution to our complex IT needs. The 100% cloud based solution we chose is a perfect fit for our entire team. It provides safe and fast access to all company data and email regardless of location.

As a financial firm we are required to adhere to strict compliance rules and regulations with a focus on data/email archiving, protection and retention. StratusPointIT provided us a solution that met all those requirements and offered the peace of mind that our firm was looking for.

Suzanne R.Office Manager, Financial Services Firm

Since switching to StratusPointIT outsourcing services about 2 years ago, my team was able to realize the expertise and agility of a true outsourced partner to accomplish our projects faster and get the right level of support  when needed.

Matt W.CEO, Educational Travel Company

The decision to outsource our helpdesk and network management with StratusPointIT has been one of the largest technology victories for SCA this year. Having you team supporting our 200 users and coast to coast operation has allowed me to sleep better at night. Your assistance in opening two new regional offices as well as completing our nationwide MPLS network made the projects feel easy.

Other than the network and server management, which is huge, having our own full time help desk resource on site at our main office as well as your ability to get hands on help into any of our remote locations from New Hampshire to Alaska has been key to providing the support our uses have needed and deserve.

Walt S.Director of IT, Non-profit Education

StratusPointIT took over managing our IT and migrated our insurance firm to the ITAnyWhere Cloud platform. This has enabled us save money by not having to maintain on-premise hardware, and allowed my agents to work easily from anywhere. As a senior executive at the organization, StratusPointIT removed the IT headaches completely, and allowed me and my team to focus on my business. I would recommend ITAnyWhere Cloud to other firms in my industry.

Tom V.Managing Partner, Insurance Firm
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