Case Study: Second Largest Independent Financial Advisor Network achieves rapid restoration of operations and network stability with Pomeroy

Second Largest Independent Financial Advisor Network - Customer Case Study

The Second Largest Independent Financial Advisor Network, supporting over 9,500 independent financial professionals and more than 600 institutions, was suffering routine voice and data outages that left advisors and call centers unable to communicate or execute trades; the environment lacked documented ITIL processes, redundancy, recent backups and basic access to systems, and the incumbent provider could not remediate the crisis. The customer engaged Pomeroy for infrastructure remediation and remote monitoring and management of its voice and data networks.

Pomeroy performed an emergency infrastructure takeover and executed a 280-point remediation plan across Cisco VoIP and data systems, replaced end-of-life hardware, implemented 24/7 remote monitoring integrated with the service desk, and established SLAs and a Service Management Manual. Pomeroy restored operations in days (go-live in one-third the normal time) with no interruption, cut service desk ticket volume by 89% and device alerts by 86%, achieved 1–4 minute response times and a 20-minute mean time to repair, and helped the client go more than 60 days without a network or voice outage, eliminating daily losses of hundreds of thousands of dollars.