Managed IT Suite for Financial Consulting Firm - Case Study

The Challenge

Like many growing financial firms, this Austin-based client found themselves increasingly hampered by a lack of reliable IT support. Everyday technical issues—from software glitches to connectivity concerns—were slowing operations and creating frustration.

“Our company was struggling without day-to-day IT support,” shared Genevieve Singer, Executive Assistant at the firm.

They needed a responsive partner who could step in quickly, handle requests smoothly, and ensure nothing fell through the cracks.

IT GOAT Insight: Financial firms experience, on average, six tech-related disruptions per week, costing mid-sized businesses over $1.2 million annually in lost productivity and client trust, according to a survey by LogicMonitor. Without dedicated IT support, even routine issues can escalate into compliance risks and downtime, especially for firms handling sensitive financial data.

How IT GOAT Became the IT Partner for a Financial Consulting Firm

Client: Torch Capital – Financial Consulting Firm
Engagement Type: Outsourced IT Support
Duration: Since May 2022 – Ongoing
Budget: Under $10,000
Industry: Financial Services

Executive assistant at a financial firm smiling while submitting an IT support ticket.

Why They Chose IT GOAT

Responsiveness and transparency set IT GOAT apart from the start.

“I selected IT GOAT because I liked how responsive, informative, and accommodating they were,” Genevieve explained.

From the first contact with a local sales rep to a follow-up with the company owner to clarify a billing question, IT GOAT demonstrated a strong commitment to communication and alignment.

A 2023 report from Deloitte emphasized that digital infrastructure resilience is now a key differentiator in financial services, particularly for small firms navigating growth. Firms with proactive IT support models saw 33% faster response times and 40% fewer compliance lapses compared to peers relying on reactive or ad-hoc support.

Our Approach

Once engaged, IT GOAT became the firm’s virtual IT department—resolving daily tech issues and ensuring business continuity. Communication is managed through a ticketing system, which the client’s team is gradually adapting to.

“They go the extra mile to resolve problems in a timely and satisfactory manner,” said Genevieve.

Implementing a structured ticketing system, as IT GOAT did, streamlines issue resolution and enhances accountability. Such systems provide clear communication channels and tracking, leading to faster response times and improved client satisfaction.

The support included:

  • Daily troubleshooting and issue resolution

  • Clear and honest updates on progress

  • Escalation to leadership when needed for fast resolution

The Results

Since partnering with IT GOAT, the firm has experienced a dramatic reduction in IT disruptions. Team members no longer worry about security lapses or who to call when systems act up.

“Knowing that we don’t have to worry about our security and always have an expert who can help when needed has been a great comfort.”

The client gave IT GOAT a perfect 5.0 rating across the board—for quality, cost, schedule, and willingness to refer.

Outsourcing IT support enables small financial firms to access enterprise-level tools and expertise without the overhead of an in-house team. This approach allows for scalable solutions tailored to the firm’s specific needs, ensuring efficient and cost-effective IT management.

Client Reflections

What impressed the client most was IT GOAT’s commitment to understanding their needs and following through.

“They take the time to communicate effectively and timely,” Genevieve noted.

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