COMPANY OVERVIEW

RTD Financial — Achieving IT Excellence in Financial Services

Since 1983, RTD Financial has been an advisor for individuals, business owners, and organizations offering Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management. Known for their commitment to fiduciary principles, RTD Financial emphasizes understanding their clients’ goals, aspirations, and challenges to provide objective and transparent advice.

CHALLENGES

RTD Financial’s MSP Struggles and Search for Change

RTD Financial sought a new IT solutions provider familiar with their industry and capable of providing both strategic and technical direction for the firm. Thus began the search for a new technology partner.

RTD Financial focused on improving their IT service experience – addressing lingering pain points such as unresolved support requests and delayed ticket response time. They sought a partner who could become intimately familiar with their specific environment, the needs of the financial sector, and solutions that decreased incident recurrence and user headache.

Familiar with Managed Service Providers from past IT partnerships, RTD Financial sought an MSP that understood the need for high availability, responsiveness, and adequate support. Skills that sat atop the list of expectations included effective communication, subject matter expertise, and industry knowledge. The goal was to align with a partner who allowed them to focus less on IT issues and far more on broadening their business.

OUTCOMES

Transitioning with Confidence: RTD Financial’s Successful Partnership with CBIZ CompuData

The search for a new partner led RTD Financial through an extensive RFP process, interviewing around 15 different MSPs before choosing CBIZ CompuData. They were impressed with CBIZ CompuData’s exceptional customer service and support times, making this a key factor in their decision. It was evident that CBIZ CompuData excelled in technical expertise, financial services knowledge, and personalized support. From the beginning, the CBIZ CompuData team showed a deep commitment to making the transition smooth and efficient for RTD Financial.

Despite challenges during RTD Financial’s service transition, the CBIZ CompuData team ensured a seamless onboarding process, successfully navigating obstacles along the way. CBIZ CompuData collaborated closely with RTD Financial to gather essential information and configure systems, ensuring that the transition did not disrupt RTD’s daily operations.

CBIZ CompuData’s proactive managed services have empowered RTD to significantly elevate their IT experience giving leadership more time to focus on core business functions. Throughout the transition, CBIZ CompuData maintained clear and transparent communication by keeping RTD updated on both risks and progress at each project milestone.

“Our partnership with CBIZ CompuData has truly been a game changer. It’s allowed us to focus on our strengths—financial planning and client service—without the worry of IT needs. The team’s expertise and unparalleled support have provided us with complete insight into our IT environment. We have full faith and confidence in the CBIZ CompuData team to handle this aspect of our business.”

Kevin Cremi, Chief Compliance Officer/Director of Operations at RTD Financial.

RESULTS

Enhanced IT Operations and Business Efficiency with CBIZ CompuData’s Managed Services

The partnership with CBIZ CompuData has led to substantial enhancements for RTD Financial including improved user experience, scalable infrastructure, a hardened security posture, and greater transparency across all IT services for the business. CBIZ CompuData remains proactive scheduling strategic discussions to align RTD’s technology roadmap with their changing business needs. With the business technology stack safely managed by an expert provider, RTD and its staff can breathe easier knowing technology will not be a center for frustration, delays, or lost productivity.

Some of the key results and benefits include:

• Increased Productivity: RTD Financial experienced a significant productivity boost with quicker response times and efficient issue resolution from CBIZ CompuData. Employees can now focus on core tasks without IT issues, leading to a more efficient workflow.
• Unmatched Customer Service and Support: RTD’s culture shifted from reluctance to engage with IT support to active participation, confident that their issues would be promptly resolved. This positive change fostered a collaborative environment where IT and user teams work together to ensure smooth operations. Users gained confidence in the IT environment, feeling comfortable reaching out to support without fearing delays or inadequate responses.
• Stable IT Environment: Operating seamlessly in CBIZ CompuData’s Azure cloud, RTD Financial ensures that business processes run smoothly without interruptions, crucial for maintaining productivity and consistent client services. Key issues, like PDF performance problems, are promptly resolved, ensuring a stable and reliable IT environment.
• Enhanced Endpoint Management: CBIZ CompuData effectively manages RTD’s endpoints, ensuring security through monitoring, patching, endpoint detection response (EDR), antivirus, and web filter services.
• Proactive Issue Management and Problem-Solving: CBIZ CompuData identifies and resolves issues often before RTD is aware of them, minimizing downtime and preventing minor issues from escalating. Tasks like setting up Teams Calling and building out servers are promptly and effectively handled.