Case Study: Keel Point achieves secure, cost-effective cloud infrastructure and enhanced mobility with Evolve IP OneCloud

Realizing the Benefits of Cloud-as-a-Strategy

Keel Point, a nationally recognized independent investment advisory firm with about $1.45 billion under management and six offices, needed a more integrated, secure and cost-effective IT infrastructure to support growth from mergers. The firm faced siloed on‑premises data centers, underutilized servers, limited advisor mobility and increasing regulatory/compliance pressures, and sought a cloud partner that could deliver a long‑term, customized strategy.

Keel Point engaged Evolve IP and deployed the OneCloud platform—migrating to IaaS and adding DaaS, DRaaS and hosted IP telephony—virtualizing data centers, extending Active Directory to the cloud and meeting PCI and SOC 3 requirements. The solution improved resilience and disaster recovery, enabled anywhere access to personal desktops, reduced physical and capital costs, sped onboarding (workstations provisioned in ~30 minutes) and converted variable capital spend into a predictable operating expense.

Keel Point

Scott Jenkins

Director of Information Technology