Financial Services
Transforming IT Infrastructure for a Growing Financial Services Firm
In 2017, a Brooklyn-based financial services company sought to modernize its IT infrastructure as it transitioned from a single workgroup server to a fully managed domain-based network. With a growing client base and expanding operations, the company needed a scalable, secure, and high-performance IT environment to support its financial, advisory, and management services. They engaged ingenuIT to design, deploy, and provide ongoing IT support, ensuring their technology infrastructure could meet their evolving business needs.
The Challenge
The company initially operated with a self-managed IT setup, relying on a basic workgroup server. As their business grew, this setup became insufficient, lacking essential enterprise features such as centralized user management, secure remote access, disaster recovery, and compliance-driven security controls. Additionally, employees required secure access to sensitive financial data without compromising security or regulatory compliance. The need for a scalable IT solution became even more critical as the company expanded into new markets.
The Solution
To address these challenges, ingenuIT designed and deployed a virtualized network infrastructure based on Hyper-V, providing a secure, scalable, and fully managed environment. The key solutions implemented included:
Enterprise Network Services: A VM-based network with Active Directory, DNS, DHCP, Group Policy, and least privilege access policies to ensure employees only accessed the data they needed.
QuickBooks Virtualization: Implemented Microsoft RDS & RemoteApp, enabling secure and seamless access to financial applications.
Secure Authentication & Access Controls:
Single Sign-On (SSO) across all line-of-business applications.
Multi-Factor Authentication (MFA) for enhanced security.
Enterprise-grade wireless infrastructure with WPA-Enterprise authentication.
Cloud Security & Compliance:
Hardened Google Workspace to meet industry security standards.
Full SIEM (Security Information and Event Management) and network auditing for proactive threat detection.
Disaster Recovery & Business Continuity:
Hourly system backups with the capability to restore systems within minutes.
A comprehensive business continuity strategy ensuring uninterrupted operations.
Global Expansion & Remote Work Enablement:
Deployed IT infrastructure in Austin, Texas, and Bangalore, India to support business growth.
Implemented an always-on SSL VPN, enabling employees to work securely from anywhere.
Ensured seamless operations during the COVID-19 shutdowns, allowing staff to transition to remote work within hours.
In addition to designing and deploying this infrastructure, ingenuIT continues to provide comprehensive IT support, from end-user assistance to full company-wide IT management, ensuring systems remain secure, optimized, and aligned with the company’s business objectives.
The Advantages
Since implementing these solutions, the company has benefited from:
✅ Zero significant security breaches, system downtime, or data loss in eight years.
✅ Increased operational efficiency with centralized IT management and seamless access to business applications.
✅ Enhanced security posture with proactive threat detection, strong security policies, and employee security training.
✅ Scalability to support growth, enabling smooth expansion into new office locations.
✅ Robust disaster recovery capabilities, ensuring business continuity with minimal disruption.
✅ Ongoing IT support from ingenuIT, allowing the company to focus on its core business while maintaining a reliable and secure technology environment.
By leveraging modern IT infrastructure and security best practices, ingenuIT has helped this financial services firm transform its IT operations, ensuring resiliency, security, and scalability to meet the demands of an evolving financial landscape.
PARTNER WITH INGENUIT TODAY
Let’s Elevate Your IT Strategy Together
From startups to enterprises, ingenuiT provides tailored IT management solutions that empower growth, efficiency, and security. Ready to take the next step? Let’s discuss how we can help your business thrive.