Tilney Bestinvest are a rapidly growing Financial Services business based in the UK. With a group total of over £9 billion of assets under management across 30 locations, the Financial Planning team have been named one of Private Client Practitioner’s Top 25 Private Client Financial Planning Companies.
Hayley Grice, Director, Financial Planning Operations discussed the existing systems and explained the businesses requirements. The key requirements for the new platform were to provide: centralised data and application access, security (no local data stored), backup and disaster recovery.
After looking at the applications used by the Financial Planning business, and accessibility across all locations, an agreement was made to run a Remote Desktop solution. This provided centralised data, applications and database services for the business. In addition the security of data only being stored and accessible via a Remote Desktop gave additional reassurance.
Backup and disaster recovery was included by holding no data on any Financial Planning site, while backups run daily, weekly, monthly, 6 monthly and yearly for 7 years. Full support was built into this solution to support the user’s remote desktop system and also local hardware cover. Due to the businesses nature, essential application updates have also been included for the primary line of business app and these updates are handled out of business hours.
What they said… Hayley Grice – Director
The business was expanding and we needed a reliable and robust system to cope with this expansion. The hosted desktop solution allows us to provide a uniform desktop experience for all staff with the same applications and data available wherever they are working from. Coupled with this, we no longer have to worry about local servers, backups and application updates as this is all included in the solution. Disaster recovery is also easier to plan as if we lost a site we can just set a divert on the phones and work from home, or any other of our locations.”
To find out more, please call us on 0845 504 8989, or complete our contact form.