Invest Southwest has been delivering top-notch independent financial guidance across Taunton and the Southwest since 2007. Originally starting with just two individuals, they have grown to a dedicated team of over thirty-five experts, offering a diverse range of financial products and solutions. With a long-standing partnership since their inception, we take pride in contributing to their remarkable growth journey.

Security and compliance, especially in alignment with the rigorous FCA regulations, are of utmost importance for Invest South West within their IT operations. As they make the transition to a larger team, predominantly operating in a remote capacity, the assurance of secure IT solutions has become pivotal. Safeguarding data integrity for clients and optimising remote work arrangements stand out as key focal points for the client's strategic IT initiatives.

Initially growing from 2 to around 10 users, Invest South West embarked on a significant system upgrade by introducing onsite servers and robust security measures. This strategic move was part of their commitment to enhancing operational efficiency and data protection. Transitioning to a refurbished site in Hammet Street marked a new chapter, where a substantial investment was made in enhancing security measures while ensuring seamless system usage across the premises.

The introduction of Virtual Desktop Infrastructure (VDI) workstations played a pivotal role in providing maximum flexibility within the workplace. This innovative setup allowed users to hot desk and access their desktops effortlessly from various locations. To ensure secure remote access, users outside the premises connected through Virtual Private Network (VPN) to reach their VDI workstations, maintaining centralised security standards with no data stored on local devices. Due to these systems already being in place, the transition to remote work during the pandemic meant our client was able to continue operations with very little disruption. This highlighted the adaptability of our IT solutions in the face of unforeseen challenges, something the client was immensely grateful for in a time that was challenging for all businesses.

In addition, we worked closely with our client to enhance their client services by implementing a customer portal and encrypted communication platform. These additions served as a central hub for clients to manage documents such as mortgage applications and investments conveniently.

To strengthen the security posture and compliance standards, we are currently integrating Microsoft 365 Premium. This aims to future-proof their operations and ensure alignment with evolving regulatory requirements.

We are committed to providing innovative and secure IT solutions tailored to the specific needs of the financial services sector. Through careful planning and the implementation of cutting-edge technology, we have helped our client meet the stringent demands of regulatory compliance and data security, all while enabling a flexible and efficient working environment. We look forward to supporting Invest South West as they continue to grow and adapt, our focus will remain on ensuring their IT infrastructure is robust, secure, and scalable.

Onsite Managed

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Networking

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VOIP Phone system

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Meeting Room Video System

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Quick fixes, long term success

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Invest Southwest

Invest Southwest has experienced significant growth from a small team to over 35 experts, enhancing security measures and adapting to remote work arrangements while maintaining focus on regulatory compliance and data security.

Upgrading their system and investing heavily in security measures.

Implementation of VDI workstations allowing maximum flexibility for users across different locations, with remote access through VPN ensuring centralised security

Integration into Microsoft 365 Premium to enhance security and compliance measures

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