Case Studies / MRK Financial Solutions, Inc.

Building a Predictable and Proactive IT Strategy

About MRK Financials

MRK Financial Solutions was founded in 1989, by Michael R. Kobs, who envisioned helping others attain their life goals through personalized financial planning. From the very beginning, Michael believed you cannot approach finances with a one size fits all mentality. It is this approach that has enabled the firm to emerge as a leader in offering financial solutions to individuals throughout the country for nearly 25 years.

During this time, MRK Financial Solutions has helped countless families attain their financial dreams by implementing and maintaining sound financial plans based upon their distinct circumstances and goals. The strength of the firm lies in its unique client centric model, and in its ability to provide best-in-class services.

Through its affiliation with HD Vest Investment Services℠, one of the leading independent broker/dealers in the nation, MRK Financial Solutions provides innovative strategies for implementing financial plans.

For more than two decades, MRK Financial Solutions has maintained its founding principal to provide customized, holistic financial planning.

(Source: mrkfinancial.com)

The Needs

Before transitioning to Cyber Advisors, MRK Financial didn’t have the IT support they would have liked from a previous provider. There was high turnover in their on-site engineer team, which meant taking time to acclimate new engineers. They also lacked a proactive IT strategy which would have provided a “big picture” view of IT. The company also experienced issues with unpredictable billing, along with downtime lasting up to a day or longer. Being the leader in financial solutions, it was important to MRK Financial to find the support needed to avoid these issues in the future.

The Project

Cyber Advisors’ first step was to provide MRK a predictable and proactive IT strategy. This enabled MRK to have a grasp on their existing environment, contain IT-related costs in future upgrades, and understand how their money is spent on technology moving forward. The strategy also involved installing a better backup solution, with both onsite and cloud storage, at no additional monthly cost than the previous solution owned. MRK now has a reliable & robust IT environment, a predictable ongoing IT strategy, and a dependable provider with the response levels required to enable their employees’ productivity.

Project Highlights

Improved Backup Solution

Both onsite and cloud storage.

Proactive IT Strategy

Predictable and ongoing.