Financial Services Case Study
A national financial advisory firm with 145+ offices nationwide needed a better way to handle onsite IT support across its branch footprint. Instead of relying on local technician coverage, the company had been flying internal employees to different states for onsite work. That approach drove up cost, slowed response, and pulled internal staff away from higher-value work. Cartennas replaced that travel-heavy model with on-demand local onsite IT support, reducing annual onsite support spend from $980,000 to $362,600 and generating $617,400 in annual savings.
Key Outcomes
- Annual onsite support spend reduced by 63%
- $617,400 in annual savings
- Annual onsite support cost reduced from $980,000 to $362,600
- Less internal employee time lost to airfare, hotels, and travel days
- Faster onsite support through local technician dispatch
- A more scalable support model across a 145+ office national footprint
Customer Snapshot
The Challenge
The company needed to support a large national office network, but its onsite IT support model depended on sending internal employees across state lines whenever in-person work was needed.
That structure created more than labor cost. Every onsite request carried airfare, hotel expense, travel coordination, and employee time lost to transit. The result was a support model that was expensive, slow to deploy, and difficult to justify at scale.
For a financial advisory firm with 145+ offices nationwide, onsite issues affect branch operations, advisor productivity, and day-to-day client service. Leadership needed a better operating model that could reduce cost and improve responsiveness without relying on employee travel.
Why the Previous Model Was Not Working
Travel inflated the real cost
The company was paying for more than technical labor. It was also paying for flights, hotels, travel coordination, and employee time spent getting to and from branch locations.
Response was slower than it should have been
When onsite support depends on moving internal employees between states, response speed becomes tied to travel logistics instead of local availability.
Internal productivity was diluted
Employees who could have been focused on higher-value internal work were instead spending time in airports, hotels, and transit.
Scale made the problem worse
A travel-based support model becomes less practical as office count grows. Across 145+ offices, the company was dealing with a structural cost problem, not isolated travel events.
The Cartennas Solution
Cartennas replaced the employee-travel model with on-demand local onsite IT support. Instead of flying internal employees across the country, the company could dispatch local technician coverage where it was actually needed.
Local onsite response
Support no longer depended on moving employees across state lines. Offices could get local onsite help faster.
Lower support cost
Replacing employee travel with local field coverage removed a major layer of avoidable expense from the support model.
Better use of internal staff
Internal employees could stay focused on higher-value work instead of being used as a travel-based field support resource.
A model built for national scale
Cartennas gave the company a support structure better suited to a large distributed office network.
Business Impact
The most visible result was financial. Annual onsite support spend dropped from $980,000 to $362,600.
$980,000 - $362,600 = $617,400 in annual savings
$617,400 / $980,000 = 63% reduction
Lower annual spend
The company cut annual onsite support cost by 63%, turning a travel-heavy support model into a far more efficient operating structure.
Better use of employee time
Internal staff no longer had to lose as much time to flights, hotels, and travel days.
Faster support across states
By using local dispatch instead of cross-country employee travel, the company improved its ability to get onsite help where it was needed faster.
More scalable branch support
Cartennas gave the firm a practical support model for a national office footprint without tying onsite execution to employee travel.
What Changed
Before Cartennas, the company’s onsite IT support model depended on flying internal employees to different states for onsite work. That approach created high airfare, hotel, travel-time, and productivity costs while also slowing response.
With Cartennas in place, the company moved to a more flexible support structure built around local on-demand onsite coverage. Instead of spending $980,000 annually on a travel-heavy model, the company reduced annual spend to $362,600 and saved $617,400 while improving responsiveness across its branch network.
About the Customer
This customer is a national financial advisory firm with 145+ offices nationwide, serving 1.24 million clients and managing $326 billion in client assets. Its size and branch footprint make it a strong example of how travel-based onsite support becomes expensive and inefficient when a company operates across many states.