Case Study: Financial Services Firm Scales Quickly with Ntiva

Financial Services Firm - Customer Case Study

Financial Services Firm, a DC-based financial services company, needed to quickly set up technology for its first office and support rapid growth with remote loan officers nationwide. The company turned to Ntiva for upfront IT consulting and guidance on choosing the right technology foundation, including software and hardware assessment.

Ntiva recommended against a custom software build, ran an RFP to select the best-fit solution, and implemented custom integrations with the firm’s telephony and file-sharing systems. The result was a cost-effective, scalable platform that let the firm expand efficiently and understand the cost of growth per loan officer; Ntiva continues to provide ongoing support and annual strategy sessions.