Financial Advisory Firm Replaces Employee Travel with Cartennas On-Demand Onsite IT Support

Industry

Financial services

Business Type

Wealth planning and workplace investment advisory firm

Office Footprint

145+ offices nationwide

Clients Served

1.24 million

Client Assets Managed

$326 billion

Spend Before Cartennas

$980,000 annually

Services Delivered

Onsite IT support

Previous Support Model

Internal employees flown to different states for onsite work

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.

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.