CFA Society United Kingdom

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Security
Security

 

CFA UK is a professional membership body representing 12,000 investment professionals in the UK - dedicated to educating, inspiring and connecting the investment community to build a sustainable future.

As a fast growing organisation, CFA UK needed a new a infrastructure that could underpin its increasingly complex IT needs.

Challenge

CFA UK initially began its new journey with Firstserv through a complex re-deployment of critical business applications. Firstserv had worked closely with the CFA UK team to create a solution that was flexible and had a consistently high quality of service, fixed pricing, and which helped to drive CFA’ UK growth and objectives.

CFA UK was looking for a true technology partner to provide advice and support to guide them through a complex IT landscape and create bespoke solutions suited to its requirements.

CFA Society was continuing its strategic IT investment program, replacing legacy systems, updating productivity and collaboration services, and modernising its infrastructure. The company knew it needed to upgrade the whole infrastructure to support the rollout of new technology.

Martin Davies, Head of IT, explains: “As our company had grown, our IT needs had become increasingly complex and our reliance on high levels of web hosting infrastructure had increased. We knew we needed to update our infrastructure and find the right provider to help us do this.” 

Solution

CFA UK sought Firstserv' expert advice on a best way to host Online Shop application.

Martin Davies comments, “We have a long-standing relationship with Firstserv, who initially provided our cloud hosting solution. With our launch of new CFA Online Shop, we conducted thorough and in-depth research into the optimum hosting solution and they offered a fantastic solution that had everything we were looking for.”

CFA  UK and Firstserv decided that hosting CFA Online Shop in the cloud would provide customers with improved mix and match capabilities, as a cloud-based solution would allow simultaneous log-in to one centralised platform. Firstserv, therefore, hosts CFA Online Shop in a centralised cloud platform, providing both CFA UK and its candidates/members application with 24/7/365 accessibility. Also, a full disaster recovery and business continuity plan was put in place.

Outcome

Firstserv' cloud solution ensures all of CFA UK’s clients’ data is safe and secure.

Martin Davies explains, “Dealing with the kind of sensitive data we do on a daily basis requires our clients to put a great deal of trust in us, and therefore by implication, our suppliers must also be entirely reliable. Our staff are given their own access server to our environment and are connected via a secure VPN connection and benefit from Firstserv' technical support, giving them peace of mind. We are completely confident in Firstserv to host CFA Online Shop, as with their expertise and experience of the industry come the desired credentials and accreditations. They are our trusted advisors in the deployment of our web based solutions.” 

Results

“Working with Firstserv was an easy choice for us as our experience had proven they would work with us as a valued partner, rather than just a provider,” concludes Martin Davies.