Mark Dodds's Linkedin Analytics

I’m Mark, Co-owner at Compex IT. We're a small (but perfectly formed) IT support + Strategy, Microsoft 365 and Data Security team based in the West Midlands. ✅ 𝐓𝐫𝐮𝐬𝐭𝐞𝐝 𝐈𝐓 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐚𝐧𝐝 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 𝐟𝐨𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐟𝐢𝐫𝐦𝐬 We work with and help many clients in financial services - financial planners, accountants, wealth management, pension specialists...ranging from 5 to 75 staff to get the best out of their tech whilst keeping their client's information secure. ✅ 𝐖𝐡𝐲 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐟𝐢𝐫𝐦𝐬 𝐜𝐡𝐨𝐨𝐬𝐞 𝐮𝐬 𝐟𝐨𝐫 𝐭𝐡𝐞𝐢𝐫 𝐈𝐓 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 Most of our clients approached us because: ▶ They felt they needed better guidance on 𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐬𝐞𝐧𝐬𝐢𝐭𝐢𝐯𝐞 𝐜𝐥𝐢𝐞𝐧𝐭 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐬𝐚𝐟𝐞 and secure. Ensuring that appropriate IT security measures & risk management processes are in place was critical to protect them from loss of sensitive data, identity theft, financial losses, and damage to the firm's reputation. ▶ They knew 𝐜𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 𝐰𝐢𝐭𝐡 𝐝𝐚𝐭𝐚 𝐩𝐫𝐨𝐭𝐞𝐜𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐩𝐫𝐢𝐯𝐚𝐜𝐲 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐢𝐨𝐧𝐬, as well as regulations around investment advice, financial reporting, and disclosure, is essential. As such, ensuring that the firm's IT systems and processes are compliant is critical. ▶ They were concerned they didn't have a robust business continuity plan in place to 𝐦𝐢𝐧𝐢𝐦𝐢𝐬𝐞 𝐭𝐡𝐞 𝐢𝐦𝐩𝐚𝐜𝐭 𝐨𝐟 𝐚𝐧𝐲 𝐈𝐓 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧𝐬. They wanted to ensure that systems were highly available, reliable and resilient to avoid disrupting client services or affecting employee productivity ▶ They wanted help identifying opportunities to leverage tech to improve operational efficiency and enhance client services. Ensuring that the firm's IT strategy was aligned with their business goals and objectives was critical to achieving these objectives ▶ They needed to ensure that the firm's 𝐈𝐓 𝐬𝐩𝐞𝐧𝐝𝐢𝐧𝐠 𝐰𝐚𝐬 𝐚𝐥𝐢𝐠𝐧𝐞𝐝 𝐰𝐢𝐭𝐡 𝐢𝐭𝐬 𝐛𝐮𝐝𝐠𝐞𝐭 and strategic objectives. ✅ 𝐇𝐨𝐰 𝐰𝐞'𝐯𝐞 𝐛𝐞𝐞𝐧 𝐡𝐞𝐥𝐩𝐢𝐧𝐠 𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 Simply, by giving them complete 360-degree IT peace of mind. We're all about helping them get the most from their tech, no matter how the team uses it (or where they’re located) whilst staying safe and secure. It's also about helping them to use their tech as a competitive advantage. ⏩ 𝐍𝐞𝐱𝐭 𝐬𝐭𝐞𝐩𝐬 Visit us: www.financial-it.co.uk We can also setup a no-obligation chat, here - http://www.financial-it.co.uk/letschat