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Case Study: Financial Services


A leading provider of retail and commercial financial services with thousands of agents and hundreds of offices across Canada. Excellent, agent-delivered service combined with innovative online service enablement helped propel this organization to the top.

The Problem

Information technology and data centre hosting were entrusted to an outside firm. As time passed, the organization’s demands grew and the infrastructure aged. Problems began to mount. Unfortunately, reliability issues caused outages, frustrating the agents who rely on these services.

Then the situation got worse. Disaster struck and services were brought down by a malicious attacker. This financial services provider decided it was time to rethink its hosting and workload management strategy and partnerships.

F12’s Solution

F12 was brought in to assess the situation and sort out an effective cloud migration strategy. F12 determined that private cloud services would provide the best security, reliability, and agility for this client’s custom workloads. Working closely with the client’s internal IS team, F12 delineated between the development environment and the production platform.  F12 migrated production workloads to F12’s boutique Private Cloud which includes evergreen infrastructure, multiple layers of resiliency, and industry-leading security.

The Result

Agents and customers appreciate reliability. The workloads in the F12 Cloud have consistently exceeded five 9’s of uptime (99.999%). IT and cloud hosting have faded into the background where they belong.

F12’s solution offloaded infrastructure management and capacity planning from the firm’s internal technology development teams. They were free to focus all their time on perfecting their customer experience through superior online service enablement.

Built on a foundation of excellent business management, differentiated services, and a solid cloud migration strategy, this financial services organization surpassed 20% compound annual EBITA growth and doubled annual funded volumes.

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