Financial Services IT Support Case Study: SRC Advisory

How AJT’s Smooth Switching Support Helped Stop Wasted IT Spend for SRC Advisory

SRC Advisory is a tax and wealth advisory business based in Brighton. After issues with their previous IT provider – including spending quite a lot of money for not a lot of action – the business decided it was time to investigate alternative financial services IT support options.

SRC Advisory were hoping to find an IT MSP that better suited the needs of their Brighton business. The team wanted a local partner with experience in providing cost-effective IT support to the financial services sector. This combination is AJT’s perfect cup of tea!

Are you considering changing IT providers? Check out our switching guide for Brighton & Sussex businesses to learn what to look out for.

Our first step when working with a new customer is to review their existing IT setup, from servers to cyber security and anything else in scope. This means we’re able to identify cost-saving opportunities for our new clients. This could be – for example – where requirements have been over-specified, driving costs up, or where software licences overlap in functionality, resulting in a business paying for the same thing twice.

We did exactly this for SRC Advisory. Through this audit process, we were able to identify significant potential savings on firewall software that provide better-suited specs for SRC Advisory at a better price.

We worked very closely with SRC Advisory during the 90-day notice period of their incumbent supplier. This helped ensure there was no disruption to SRC Advisory’s business, systems and customers when IT support was transferred over to us fully.

This close working relationship meant we were able to identify the need to start working with SRC Advisory two weeks ahead of the original proposed start date – at no extra cost – to help problem solve issues with the existing provider.

SRC Advisory successfully transitioned their IT support to AJT Managed IT Services, resulting in a stress-free switch and significant cost savings.

Key benefits and results include:

• Cost reductions: By identifying opportunities for cost-savings – including optimising firewall protection and Microsoft 365 licences at a lower cost than going direct – SRC Advisory now enjoys more cost-effective IT support
• Seamless transition: Early onboarding and close collaboration ensured a smooth transfer of IT support services, minimising disruption to the financial services business
• Comprehensive IT support: We now provide a comprehensive suite of financial services IT support, including workstation and server support, Microsoft 365 licences, Bitdefender cyber security and optimised firewall solutions
• Onsite in-person support: Being local to Brighton, we visit the SRC Advisory office on a regular basis to head-off any potential IT issues before they even begin