Case Study: Atlanta Consulting Group achieves seamless secure mobility with Venn Software

How Venn’s Customer Service Excellence Enabled a Smooth Breakaway Transition

Atlanta Consulting Group, a registered investment advisor, faced the significant challenge of orchestrating a smooth breakaway from its parent company to become an independent firm. As financial consultants, they lacked the in-house IT expertise to handle the transition and needed a vendor to manage all security, compliance, and productivity needs. After evaluating several options, they selected Venn Software and its cloud-based Zero Trust Platform (ZTP) for its superior security and remote access capabilities.

Venn implemented its platform, providing exceptional customer service throughout the process, which included a seamless data migration of over 30 years of historical information. The solution enabled the firm's employees to work securely and productively from anywhere, eliminating their previous reliance on physical office servers. The advisors experienced a major boost in mobility and efficiency, as they could now access critical applications remotely, which Venn's dedicated 24/7 support team continues to maintain.

Atlanta Consulting Group

Gary Schafer

Chief Operating Officer