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How Westerra Prioritized Digital Transformation in the Face of Disruption

Disruption came to every organization in 2020, but some were able to bounce back faster than others. In this case study, learn how Westerra Credit Union was able to put its IT modernization plans on hold while dealing with disruption and then pick them right back up again just a few months later.

Client story/20 Apr 2021

Banking Institution Optimizes Contracts for Substantial Savings

The client needed to ensure the best deal during the licensing renewal process for its Microsoft contracts. Learn how our contract optimization team helped.

Client story/26 Jun 2019

5 Ways AI Can Help Financial Services Compliance

When it comes to artificial intelligence, finance — especially regulatory compliance — stands to benefit. Automation can help businesses keep pace with tech.

Article/4 Apr 2019

Global Accounting & Professional Services Firm Optimizes Microsoft Licensing & Support

Learn how a Microsoft EA helped a global accounting firm standardize Microsoft licensing and save 40% over its previous licensing arrangement.

Client story/13 Nov 2018

Financial Institution Transforms Storage and Backup

When a U.S. financial institution needed to update its legacy storage, backup and disaster recovery environments, they turned to Insight’s Cloud + Data Center Transformation team for help. In this case study, learn how we evaluated the client’s aging infrastructure to improve customer experiences and drive growth.

Client story/29 Oct 2018

Financial Institution Cuts Costs Through Licensing Optimization

When a financial institution needed a better way to manage its software licenses and agreements, it selected Insight for our software asset management services and strong Microsoft expertise.

Client story/17 Aug 2018

Artificial Intelligence Enhances Customer Experience

Millennials behave very differently than the previous generation in the ways they choose to communicate with each other and think about money and investing. So when a financial services firm set out to attract that generation and improve customer engagement, it found a chatbot was the solution.

Client story/17 Aug 2018

IT outsourcing best practices for a wealth management company

Mounting economic pressure on wealth managers has many looking to outsource IT roles. Discover these best practices for ensuring a successful transition.

Article/10 Aug 2018

What Are The Most Serious IT Security Risks for Wealth Managers in 2018

The financial services industry has one of the highest cybercrime spending rates, following only the energy/utilities and defence/aerospace sectors.

Article/27 Jul 2018

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Outsourcing IT vs In House IT for Banks

The difficulty for the financial services industry to increase profitable returns on their assets has many firms evaluating outsourcing IT vs in house IT.

Article/2 Jul 2018

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How to Implement an IT Security Plan in Wealth Management

Protect your wealth management firm from cyber threats to client data and transfers with an optimized IT security plan.

Article/1 Jun 2018

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How to Implement an IT Security Plan in Wealth Management

The wealth management industry faces major cybersecurity threats, particularly in terms of the loss or exposure of client data (such as personal identifiable information) and illicit transfers and theft of client wealth.

Article/1 Jun 2018

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Implications for How GDPR will impact the Canadian Financial Services Industry

The GDPR aims to strengthen the data privacy rights of European Union citizens online. Is your business prepared to be compliant?

Article/24 Apr 2018

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Business Outcomes: Modernizing Infrastructure to Run Smarter

A regional financial services company needed to refresh its infrastructure so it could run smarter and prepare for future expansion initiatives. See how Insight’s Cloud + Data Center Transformation experts helped the company achieve its goals.

Client story/20 Feb 2018

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