Case Studies

Wealth Management Firm

With three locations and four distinct lines of business that each have specific regulatory requirements, this 60-employee wealth management firm has technology needs more complex than many larger organizations. That’s why they have trusted Xantrion’s Managed Security service to safeguard their infrastructure for several years.

Biotechnology Firm

Doubling in size in less than a year left this biotechnology firm struggling to provide consistent, reliable IT services to all of its employees. Maintaining an in-house IT team wasn’t practical for a company with a laboratory and office in California, a manufacturing facility in Kansas, and a remote sales team scattered throughout the country.

Registered Investment Advisor

Registered investment advisors (RIAs) can’t just rent an office and start taking customers. They also have to comply with a variety of stringent US Securities and Exchange Commission (SEC) regulations that protect investors’ money and personal information.

Medical Device Company

This medical device manufacturer is small, but far-flung. More than a third of its employees are clinical specialists who work entirely remotely, traveling across the US and Europe.

Financial Advisory Firm

This financial advisory firm, with 15 offices nationwide, was the first of Xantrion’s clients to be chosen for a 2016 Securities and Exchange Commission cybersecurity audit.

Law Firm

A growing law firm was expanding its client base to include industries who are highly regulated and cybersecurity-conscious. The firm needed to minimize its own IT security risks.

Wealth Management Firm

This wealth management firm needed reliable access to back-office systems and customer files spread across 12 remote offices in six other states.

Community Expansion Financier

A non-profit that helps low-income communities finance and build community development projects, this organization needed to replace its outdated infrastructure and find reliable technology support. Xantrion repaired existing systems, migrated to more stable platforms, and eliminated security vulnerabilities.

Supportive Housing Nonprofit

This supportive housing nonprofit works to end homelessness in the Bay Area by providing support services, employment training, and quality affordable housing at 14 buildings it owns throughout San Francisco. Persistent connectivity problems with its legacy client-server version of Microsoft Exchange meant staff members’ email periodically stopped working, even internally.

Research & Consulting Firm

This research and consulting firm helps nonprofits and government agencies plan programs and allocate resources more effectively. As it expanded from San Francisco to Davis, San Diego, and Los Angeles, it struggled to make applications function uniformly across all four locations.

Real Estate Management Firm

Growth required the firm to improve employee access to crucial line-of-business applications while protecting company data, the firm asked Xantrion to overhaul its network.

Investment Management Firm

This San Francisco Bay Area investment management firm’s previous IT vendor was no longer delivering the same level of service. Today, the IT infrastructure is hosted almost entirely by Xantrion. The firm also enjoys the peace of mind of knowing its backups are easy to recover and compliant with all relevant regulations.

Investment Advisory Firm

Every investment firm needs to protect its clients’ sensitive financial data. When your clients are household names and multi-millionaires, you have to go several steps farther. Because this San Francisco firm handles every aspect of its clients’ financial lives, from investments to employee management, it’s committed to absolute discretion.

Financial Planning Firm

This financial planning firm was increasingly concerned about the risks and inconveniences of maintaining decades of confidential client financial data onsite. Its unreliable remote access solution also prevented the staff from working efficiently on their frequent travels.

Environmental Nonprofit

This San Francisco based environmental non-profit needed a network that was more reliable to use, easier to support, and less expensive to maintain.

Case Studies

Wealth Management Firm

With three locations and four distinct lines of business that each have specific regulatory requirements, this 60-employee wealth management firm has technology needs more complex than many larger organizations. That’s why they have trusted Xantrion’s Managed Security service to safeguard their infrastructure for several years.

Biotechnology Firm

Doubling in size in less than a year left this biotechnology firm struggling to provide consistent, reliable IT services to all of its employees. Maintaining an in-house IT team wasn’t practical for a company with a laboratory and office in California, a manufacturing facility in Kansas, and a remote sales team scattered throughout the country.

Wealth Management Firm

In Silicon Valley, people who seek out wealth management services have expectations of technology that are as high as their net worth. This wealth management firm needed to keep up with those expectations while protecting the privacy of sensitive financial and personal information of their clients.

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Registered Investment Advisor

Registered investment advisors (RIAs) can’t just rent an office and start taking customers. They also have to comply with a variety of stringent US Securities and Exchange Commission (SEC) regulations that protect investors’ money and personal information.

Medical Device Company

This medical device manufacturer is small, but far-flung. More than a third of its employees are clinical specialists who work entirely remotely, traveling across the US and Europe.

Financial Advisory Firm

This financial advisory firm, with 15 offices nationwide, was the first of Xantrion’s clients to be chosen for a 2016 Securities and Exchange Commission cybersecurity audit.

Law Firm

A growing law firm was expanding its client base to include industries who are highly regulated and cybersecurity-conscious. The firm needed to minimize its own IT security risks.

Wealth Management Firm

This wealth management firm needed reliable access to back-office systems and customer files spread across 12 remote offices in six other states.

Community Expansion Financier

A non-profit that helps low-income communities finance and build community development projects, this organization needed to replace its outdated infrastructure and find reliable technology support. Xantrion repaired existing systems, migrated to more stable platforms, and eliminated security vulnerabilities.

Supportive Housing Nonprofit

This supportive housing nonprofit works to end homelessness in the Bay Area by providing support services, employment training, and quality affordable housing at 14 buildings it owns throughout San Francisco. Persistent connectivity problems with its legacy client-server version of Microsoft Exchange meant staff members’ email periodically stopped working, even internally.

Research & Consulting Firm

This research and consulting firm helps nonprofits and government agencies plan programs and allocate resources more effectively. As it expanded from San Francisco to Davis, San Diego, and Los Angeles, it struggled to make applications function uniformly across all four locations.

Real Estate Management Firm

Growth required the firm to improve employee access to crucial line-of-business applications while protecting company data, the firm asked Xantrion to overhaul its network.

Investment Management Firm

This San Francisco Bay Area investment management firm’s previous IT vendor was no longer delivering the same level of service. Today, the IT infrastructure is hosted almost entirely by Xantrion. The firm also enjoys the peace of mind of knowing its backups are easy to recover and compliant with all relevant regulations.

Investment Advisory Firm

Every investment firm needs to protect its clients’ sensitive financial data. When your clients are household names and multi-millionaires, you have to go several steps farther. Because this San Francisco firm handles every aspect of its clients’ financial lives, from investments to employee management, it’s committed to absolute discretion.

Financial Planning Firm

This financial planning firm was increasingly concerned about the risks and inconveniences of maintaining decades of confidential client financial data onsite. Its unreliable remote access solution also prevented the staff from working efficiently on their frequent travels.

Environmental Nonprofit

This San Francisco based environmental non-profit needed a network that was more reliable to use, easier to support, and less expensive to maintain.
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