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Case Study

Client
McClarren Financial Advisors, Inc.
Industry
Wealth Management

Facing challenges with its IT service provider’s worsening customer service and escalating costs, McClarren Financial Services searches for a provider that understood the specific needs of the wealth management industry.

Overview

McClarren Financial Advisors, Inc., a State College, PA based registered investment advisory (RIA), faced challenges with their previous IT service provider, prompting a search for a more reliable partner. Dissatisfied with the local provider’s worsening customer service and ­escalating costs, Chief Financial Officer Jennifer Anderson decided to explore ­alternatives.

At an industry conference, ­Anderson met with the Visory team and expressed ­concerns about ­partnering with an IT company located in a different state. Anderson’s fears were ­quickly laid to rest when she learned that Visory conducts onboarding onsite, and with Visory’s remote ­monitoring ­processes, most IT activity can be completed ­remotely.

Jennifer Anderson, Partner and Chief Compliance Officer, said, “I could not believe how seamless it was to move to Visory. We had several project calls to discuss timelines and delivery, and ­everything just happened like we discussed. Since then the service levels have been really good too. The biggest reason we moved to Visory was how they totally understood the requirements that we have, ­especially for compliance. Simply put, I’m a Raving ­Visory Fan.”

The Solution

  • Full managed IT services
  • Secure WorkPlace®

Outcome

Impact on Operations

  • Onsite onboarding
  • Secure access even facilitates remote work ­environment
  • Solved ongoing software access issues
  • Convenient hardware procurement

Tailored cybersecurity solutions

  • Security solution built specifically for the
  • RIA industry
  • Maintain cybersecurity data integrity even in a ­remote environment
  • Cybersecurity dashboard reporting
  • Systematic cybersecurity training
  • Peace of mind and support during an SEC security audit

Everyone at Visory works very hard. There will ­inevitably be issues; but when that happens,
I reach out and I get the assistance I need. When I go to ­conferences and talk to my fellow peers,
I tell them there really is no other company like Visory for financial firms like ours.


Jennifer Anderson, Partner, Chief Financial Office, Chief Compliance Officer

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Services Used in this Case Study
Secure Workplace
What is a WISP
RIA & Wealth Management Security Compliance Enforcement

Helping advisors with compliant security solutions for over 20 years.

Need help finding the right service?
We'd be happy to discuss your needs and make recommendations.
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