Case Studies

Finley Davis Private Wealth, a leading financial advisory firm, leverages the latest offerings from IP Services in cybersecurity and encrypted private cloud services. Serving a diverse clientele, Finley Davis was experiencing workflow interruptions and data security concerns due wanting to engage the latest best practices in cybersecurity for IT systems.

Finley Davis Private Wealth engages IP Services to assess and manage their information technology systems.

Using the Visible Ops methodology, IP Services deployed experts in IT strategy, cybersecurity, networks, servers, and applications to evaluate the state of Finley Davis's systems. They identified deficiencies corroborating the firm's concerns and created a plan to address each shortcoming.

Additionally, IP Services developed a roadmap to transition Finley Davis's IT operations from tactical activities to becoming a strategic component of their business. Stakeholders vetted and prioritized the plan, leading to the implementation of reliable, secure, and dependable IT systems. Once stabilized, IP Services applied its quality control system to ensure continued high performance from the technologies that Finley Davis depends on to deliver high availability engaging our SOC 2 certified datacenter services.

The staff at Finley Davis Private Wealth has reported a significant improvement in their technology experience.

Quantitative data shows increased efficiency and effectiveness in their operations. The board of directors and executive teams are reassured by the comprehensive cybersecurity program protecting their company and client information. Finley Davis now has a strategic vision for IT that drives increased revenue and margins, freeing their leadership team to focus on higher-value initiatives.

Finley Davis Private Wealth is enjoying the results of performing cybersecurity and IT management “the right way.”