Client story
Trading Firm Revamps Technology
Systems With Insight
For an established trading firm, a full technology update required deep partner relationships and broad knowledge of leading solutions. Insight was up to the challenge.
By Insight Editor / 21 Oct 2021 / Topics: Microsoft 365
Facts at a glance
Client industry:
Financial services
Size of company:
100–150 employees
Challenge:
When a proprietary trading firm sought to reinvent their business and technology systems, they needed a partner with broad knowledge and expertise.
Solution:
Microsoft Cloud Solution Provider (CSP) program: The CSP program through Insight is a simplified purchasing experience that allows organizations to take advantage of the latest Microsoft technology with more agility and a support system.
Results:
- Onboarding support and access to the latest Microsoft technology
- Improved vendor relationship management
- Instant access to subject matter experts
- Simplified searching for technology solutions
Trading Firm Revamps Technology Systems With Insight
The latest technology systems and tools are vital in today's digital-first world. The financial services industry in particular has experienced rapid technological advancement, and to maintain a competitive edge, companies need the expertise to implement, evolve and secure new technology solutions.
In early 2021, a proprietary trading firm sought to reinvent itself and become more technologically focused. An existing client of Insight, the company’s newly hired IT staff trusted our team to take on the transformation.
Enhanced and streamlined cloud experience
As a first step for updating the client’s tools and systems, our team recommended the migration of the firm’s Microsoft® accounts to the Cloud Solution Provider (CSP) program. Microsoft cloud solutions provide ample opportunity to modernize, transform and innovate — and the CSP program through Insight delivers flexibility, fair pricing and 24/7/365 support.
Insight’s deep experience in data center and cloud services — and our 30-year partnership with Microsoft — brought inherent value to the Microsoft cloud, helping the client maximize their investments and manage ongoing cloud needs.
With the partnership in place, the Insight team hit the ground running, onboarding all the firm’s current Microsoft users to our CSP portal within six days. In addition to onboarding, we provided consulting services on cloud tools with the help of our Microsoft partners. This expertise allowed the trading firm to fully use every tool within their CSP license, ensuring the greatest return on investment.
According to the firm’s senior IT director, the expertise offered by Insight proved invaluable: “Having access to someone with their finger on the pulse every day makes me feel more comfortable investing in these services. Insight brings the subject matter experts to the table — no matter the discipline or area, there’s someone at Insight who can find the solutions we need.”
New space, new infrastructure
With the success of the CSP transition, the trading firm turned to Insight for further transformation. The client is currently moving locations, and with a new space comes new technology needs, new infrastructure and more.
“With every project we’ve taken on — from cloud to network infrastructure, multi-structure printing to billing services — we’ve received lower prices and first-rate support through Insight,” the IT director said.
One of the key benefits to their Insight partnership? Vendor relationship management. The client was often bombarded by vendor outreach, working with multiple suppliers, tiers and contacts. It was difficult to keep everything straight.
“Having access to someone with their finger on the pulse every day makes me feel more comfortable investing in these services.” — Senior IT Director
Now, the Insight team manages vendor relationships on firm’s behalf. Our business revolves around making meaningful connections, and we help our clients procure and manage technology from leading Original Equipment Manufacturers (OEMs). And, we remain vendor-agnostic to match the best solution to each company’s unique needs.
A true technology partner
For the firm’s IT team, Insight is a key supporting cast member in their transformation story — always available to lend a helping hand. Our strategic partnership has helped make each new technology initiative a success.
“With the level of service, support and continued opportunities we’ve seen from Insight,” said the IT director, “I haven’t wanted to look anywhere else for a technology partner.”
