Christopher Jones Wealth Management is a leading independent financial services company based in the South of England.

Overview

Christopher Jones Wealth Management has clients across the UK and around the world, and has built an enviable reputation from providing specialised financial advice. The team relies on the ease of use and stability of their IT systems, as they serve has a key component in bringing in the right investments, at the right time.

Client: Christopher Jones Wealth Management
Industry: Financial Services
Services: Microsoft 365 migration, Cloud Services, IT Consultancy

Challenge

For an organisation with no in-house or remote IT support, relocating to a new office and enhancing their current IT infrastructure to accommodate remote working was a challenging task. The project was further compounded by the onset of a global pandemic that not only increased the need to adapt within a very short space of time, but forced Christopher Jones Wealth Management to change the way they operated as a business.

With 14 years of supporting growing businesses around the world, Vissensa was ideally placed to plan and implement a move to Microsoft 365. Utilising SharePoint as the central, secure, collaborative tool for the company, coupled with the power of Microsoft Teams to enable personalised face to face consultations, Christopher Jones Wealth Management experienced minimal business interruption throughout the entire period.

Security Focused IT Support

Security of information is paramount in any industry, particularly in financial services. Vissensa implemented a secure SharePoint site with multi-factor authentication that enabled the highest level of access and collaboration to exist while maintaining a high-security posture.

In addition, Microsoft Teams Business Voice solution was implemented, giving the ability to answer calls from the office, home, or on the mobile using personalised direct numbers familiar to clients.

Microsoft Teams meetings proved extremely popular with their clients throughout the initial lockdown while reducing the usual travel time required to meet with finance company contacts around the UK.

“All businesses rely on IT systems, but we needed a highly skilled and responsive partner to discuss and develop a digital transformation plan that supported the company in the now, but also coincided with our ambitions as to how to operate in the future.

Vissensa transformed our approach to technology adoption with their breadth of expertise combined with a highly consultative, personal approach that is so close to our own company values.”

Eliot Jones – Director | Christopher Jones Wealth Management