Financial Services
IT360 Secure

Enhancing Digital Employee Experience for a Multi-Office Wealth Management Firm

Challenge

A national wealth management firm with over 500 employees across multiple offices faced mounting challenges in delivering a consistent, productive digital experience. As the organization shifted to a hybrid workforce, employees encountered slow IT response times, inconsistent access to critical tools, and fragmented support. These issues led to frustration, reduced productivity, and risk to compliance—particularly concerning in a tightly regulated industry. They needed a modern, proactive solution to improve their digital workplace experience and ensure secure, seamless employee interactions. IT360 Secure bundled managed services fit the bill.

Industry

Financial Services

Company Size

SMB

Service/Solution

IT360 Secure

Engagement Model

Managed Services

20% Productivity increase from digital tool optimization

40% Faster response times and 35% faster resolutions

64% Of service requests resolved via AI-enabled automation

Why Silver Tree

The firm selected Silver Tree for its proven track record in modernizing digital employee experience (DEX), particularly in highly regulated industries. Silver Tree’s IT360 Secure solution offered a comprehensive approach that integrated support, security, analytics, and continuous improvement—centered around employee needs, while providing security and support that aligned with employee expectations and regulatory requirements.

‍

Delivering Beyond Digital Employee Experience​

While IT360 Secure significantly elevated the digital employee experience, it also laid a stronger technical foundation by standardizing and optimizing the firm’s desktop environment and deploying robust endpoint security.

Actions Taken

  • 24/7 Agile Service Desk: Implemented multi-channel support (phone, email, chat) to deliver rapid and consistent IT assistance, enabling internal teams to focus on more strategic initiatives.
  • DEX Analytics and Reporting: Introduced real-time employee experience analytics to track satisfaction, system performance, and usage trends—providing actionable insights for ongoing optimization.
  • Employee-Centric Tool Optimization: Personalized digital tools based on employee feedback and usage behavior. Introduced a continuous improvement plan to iterate on tools and processes that best supported hybrid work.

‍

Challenge

A national wealth management firm with over 500 employees across multiple offices faced mounting challenges in delivering a consistent, productive digital experience. As the organization shifted to a hybrid workforce, employees encountered slow IT response times, inconsistent access to critical tools, and fragmented support. These issues led to frustration, reduced productivity, and risk to compliance—particularly concerning in a tightly regulated industry. They needed a modern, proactive solution to improve their digital workplace experience and ensure secure, seamless employee interactions. IT360 Secure bundled managed services fit the bill.

Why Silver Tree

Actions Taken

  • 24/7 Agile Service Desk: Implemented multi-channel support (phone, email, chat) to deliver rapid and consistent IT assistance, enabling internal teams to focus on more strategic initiatives.
  • DEX Analytics and Reporting: Introduced real-time employee experience analytics to track satisfaction, system performance, and usage trends—providing actionable insights for ongoing optimization.
  • Employee-Centric Tool Optimization: Personalized digital tools based on employee feedback and usage behavior. Introduced a continuous improvement plan to iterate on tools and processes that best supported hybrid work.

‍

Outcomes

Productivity increase from digital tool optimization

While IT360 Secure significantly elevated the digital employee experience, it also laid a stronger technical foundation by standardizing and optimizing the firm’s desktop environment and deploying robust endpoint security.

Delivering Beyond Digital Employee Experience

About Silver Tree

Founded in 2014 by Richard Ricks, Silver Tree Consulting & Services began with a vision to transform the business of IT and empower organizations to thrive in an evolving digital world.

Today, Silver Tree delivers a comprehensive suite of IT solutions and services across five key areas: workforce solutions, managed infrastructure (cloud and SaaS), managed security, application modernization, and data modernization. Backed by decades of experience and a proven global operating model, we help businesses innovate, enhance productivity, and drive sustainable growth.

Learn more
Non-Profit

Adapting to Client Needs: From Staff Augmentation to Application Support and Managed Services

Legal

Strategic OCM Leadership for ​ Global Professional Services Firm

When a global law firm faced persistent inefficiencies and low adoption during major technology and organizational transformation, they turned to Silver Tree to provide seasoned OCM leaders who aligned stakeholders, drove adoption, and sustained change across the enterprise

View All Case Studies
GET STARTED

Ready to get started on your journey?

See the results our clients have achieved—and discover what’s possible for your organization. Start with an assessment of your IT operations to uncover your biggest opportunities, address critical risks, and maximize impact.

Start with an Assessment

Industry Insights At A Glance

Explore our latest thinking on how managed security is redefining the protection and resiliency of modern businesses.

View All Insights
IT Operations

STCS President Tony Doye: How Nonprofits Can Overcome Their 5 Biggest IT Challenges

Modernization

Operational Efficiencies that are Pivotal for Business Transformation

Company News

Silver Tree and Innominds Announce Joint Partnership