Case Study: Powering Scalability through iCorps' Encompass Program

This New York-based retirement firm* is an industry specialist in personalized investment advisory and consulting services. They have additional offices in Massachusetts and Kentucky, and serve Corporate, Healthcare, Higher Education, Non-Profit, and Public Sector clients. However, their IT infrastructure was inhibiting long-term scalability and security. With digital transformation on the horizon, their Director of Technology reached out to iCorps.  

*Client name has been redacted for privacy

Here's How iCorps Helped the Firm

The Encompass Program

This firm signed on as an iCorps' Encompass Program client, with benefits including maintenance from mid-level consultants, IT monitoring of all systems and servers, IT leadership from a senior consultant, and procurement and account management. After doing so, they began their digital transformation, migrating to Office 365 to improve employee workflows, data organization, and more.  


The firm was also looking for a security strategy that could adapt to changing industry compliance standards put forth by the Financial Industry Regulation Authority (FINRA) and the Securities and Exchange Commission (SEC). They wanted to be an early adaptor of New York State's 23 NYCRR 500, a sweeping cybersecurity regulation going into effect in 2019. Through strategic security initiatives, their company is now poised for a seamless journey through the changing compliance landscape. 

TIP: Security risks are growing all the time. Find out why the financial industry is the #1 target for cybercriminals.

For the past 20 years, iCorps has been refining outsourced and hybridized IT strategies for companies across the Northeast. If you are interested in learning how cloud-based IT solutions can support and drive change within your business, contact an iCorps expert.

Contact for a Free Consultation