Case Study: RTD Financial achieves stronger IT operations with CBIZ CompuData

RTD Financial improves IT support after reviewing 15 MSPs with CompuData

RTD Financial, a wealth management firm, faced challenges with their previous managed service provider, including unresolved support requests and delayed ticket response times. They sought a new IT partner with expertise in the financial services sector to improve their service experience and provide strategic direction. This led them to select CBIZ CompuData as their managed services provider.

CBIZ CompuData implemented its managed services, ensuring a seamless transition and providing proactive support. The partnership resulted in a significant productivity boost for RTD Financial due to quicker response times and efficient issue resolution. The solution created a stable IT environment, fostered user confidence in the support team, and allowed RTD's leadership to focus on core business functions instead of IT concerns.

RTD Financial