A billion-dollar team in the Midwest associated with a national independent broker dealer planned to set up their own shop, but 25 days out from their start date, they had not made decisions related to technology, their operations or transferring client data securely. They were unsure of their next steps because their employer had handled everything for them in the past.
Our team guided them through the entire process of purchasing, installing and managing all their technology. We set up and secured their operations with the right cybersecurity, and ensured that their client data transferred seamlessly, securely and without disruption.
The team parted ways with their employer on Friday at 5 pm, and all systems went dark. On Monday at 8 am, they were up and running without any incidents or blips in operations.