How a leading mortgage advisory firm was rescued from rising costs and IT chaos

"Our employees are happier, our technology is modernised but simpler and our costs are now under control."

How a leading mortgage advisory firm was rescued from rising costs and IT chaos

Complex technology built without strategic planning and borne from security fears meant unhappy employees and a chaotic IT environment.

Challenge
A prominent mortgage advisory firm found themselves facing mounting IT costs and a frustrating lack of control over their systems. Their previous IT provider had created an environment where escalating fees and limited service options left the firm feeling trapped. Worse still, attempts to explore alternatives were met with resistance, adding to their frustration.

Their existing setup relied on a clunky and inefficient Azure WVD (Windows Virtual Desktop) environment, which hindered productivity and lacked the flexibility they needed to thrive. The firm needed a solution that would:

  • Regain control of their IT services
  • Reduce spiralling costs
  • Migrate to a modern, efficient working solution
  • Ensure zero disruption to daily operations

Solution
The firm turned to XC360 for expert guidance and practical solutions. Our team worked swiftly to:

✅ Mediate with the previous IT provider – where possible, we facilitated a smooth handover to prevent further disruption.
✅ Take over IT services without downtime – ensuring their team remained fully operational throughout the transition.
✅ Streamline their IT infrastructure – we identified redundant services, consolidated software licensing, and removed unnecessary costs to deliver a simpler, more cost-effective solution.
✅ Migrate to a modern working solution – XC360 moved them away from their outdated Azure WVD setup and introduced a more agile, streamlined system designed to enhance productivity and improve security whilst focussing on the end user experience.

Throughout the process, staff experienced minimal impact on their day-to-day work, with clear communication and user-focused support.

Results
By partnering with XC360, this mortgage advisory firm successfully:
✅ Reduced IT costs
✅ Gained greater control over their technology landscape
✅ Enjoyed improved system performance and security
✅ Achieved a seamless transition without operational downtime

“Working with XC360 has been a breath of fresh air. I won’t hesitate to recommend them every chance I get.”

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