The Challenge
Cameron Harrison is a wealth management firm whose advisers and support staff handle sensitive client financial information every day. Like many firms in financial services, it needed three things that are usually bought from three different vendors: dependable day-to-day IT support, a proper home for documents, and a system to manage client relationships. Running those separately means finger-pointing when something breaks and gaps where no one owns the problem. The firm wanted a single accountable partner across the lot, with the security and reliability the industry demands.
What Evocate Delivered
Evocate delivered it as one bundled engagement rather than a series of disconnected projects:
- Onboarding: an assessment of the existing environment
- Managed services: a helpdesk operating to a defined SLA
- SharePoint: document management and team collaboration
- Dynamics 365: clients and relationships tracked in one place
- Configuration and support: user training and ongoing support across all three
Because Evocate owns the whole stack, the helpdesk, the document platform and the CRM are supported by the same team that set them up.
Outcomes
Staff now reach a responsive helpdesk that answers to an agreed SLA rather than best-effort support. Documents are managed in SharePoint instead of local drives and email. Client relationships are tracked in Dynamics 365, giving advisers a consistent view. There is one partner accountable for the environment end to end.
Why This Matters
Financial services firms carry a heavy load of compliance, confidentiality and client expectation, usually without a large internal IT team. Cameron Harrison shows Evocate can wrap managed services, collaboration and CRM into a single engagement so a firm gets a coherent platform and one number to call. For wealth managers and professional services firms weighing up multiple vendors, the lesson is that bundling support with the platforms it supports removes the seams where things go wrong.
