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“Don and his team at i-systems have done a tremendous job managing this project. They have been dedicated to ensure a properly designed, installed and supported network system. This level of dedication coupled with the team’s responsiveness has been key to the project success.”



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Financial Advisors

Customer Profile
Madison Financial Advisors, located in Cincinnati, Ohio provides investment services to high net-worth individuals and non-profits. They assist with portfolio management as well as estate planning.

Business Challenge
Madison Financial Advisors was in need of a well-designed, reliable network that would provide fast Internet access. “It is imperative that we provide superior service levels to our clients. Fast, reliable access to the Internet is critical for our business as a means of stock trading. We cannot afford downtime in this business” said Cern Basher, CFA, Madison Financial Advisors’ Chief Investment Officer.

It was necessary to find a vendor that would be willing to spend the time to understand the business goals and ensure careful planning. “Only after understanding Madison Financial Advisors’ business and their customer's needs could we determine their networking needs” said Don Neumann of i-systems. “By listening and asking questions, we gain first hand knowledge of our client's company-wide strategy and specific objectives”.

During the course of several discussions with Madison Financial Advisors, i-systems corporation gathered substantial information and compiled a needs analysis. The essential requirements were:

  • Installation of a Local Area Network that would provide secure, concurrent Internet usage for multiple simultaneous users
  • Email access from within the network as well as the Internet
  • Sharing of multiple printers throughout the office
  • Remote access capabilities for multiple users

The Solution
i-systems provided a completely integrated solution based on Microsoft Back Office Small Business Server and Windows 2000 Professional, which was tailored to the needs of Madison Financial Advisors.

With integrated e-mail, shared corporate internet connectivity, Remote Access Service, a data protection & recovery solution and anti-virus protection, Madison Financial Advisors is able to meet and exceed client needs. “Our clients have been very impressed with our IT equipment,” said Cern Basher. “Our clients want to know that we have access to up-to-the minute information and cutting edge technology. They need to have a comfort level that they are dealing with the best.”

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