A nationwide investment advisory firm, needed dependable IT support to keep more than 100 employees productive and secure. As the company grew, Bit by Bit became their trusted partner for managing systems, supporting staff, and maintaining stability across all locations.
“Bit by Bit delivers on their promise of being a true partner, they’re invested in our success. Their team is responsive, capable, and always ready to help us reach our goals.”
— COOFinancial Group
The Challenge
As the firm expanded nationwide, the firm needed a partner who could manage all parts of its IT operations. They wanted secure systems, clear communication between offices, and fast responses when issues came up. Leadership aimed to reduce downtime, stay compliant, and keep technology from interrupting client service.
The Turning Point
A former company leader had worked with Bit by Bit and recommended them as a reliable partner. From the start, the leadership team valued Bit by Bit’s responsiveness, communication, and commitment to long term support. What began as a single infrastructure project grew into a full managed IT partnership.
The Transformation
Bit by Bit now manages their entire IT environment across four offices.
- Infrastructure Oversight: Manages servers, hardware, and phone systems across all locations.
- Help Desk Support: Provides same day assistance through a ticketing system that logs each request.
- Strategic Consulting: Bids on new projects, designs site layouts, and advises on technology upgrades.
- Responsive Service: Maintained fast communication and clear project updates at every stage.
- Dedicated Team: Assigns a consistent account manager, primary engineer, and founder level support.
- Collaboration and Transparency: Works closely with internal teams and consultants to align IT with business goals.
The Results
The firm now has stable systems, faster support, and stronger communication across every office.
- Minimal Downtime: Continuous monitoring prevents interruptions.
- Improved Efficiency: Advisors spend more time serving clients.
- Clear Communication: Ticketing system provides accountability and visibility.
- Scalable Support: Bit by Bit handles daily requests and large infrastructure projects
- Long Term Partnership: A decade of reliable service and support.
- 5.0 Client Rating: Perfect scores for quality, cost, and willingness to refer.