Case Study

Optimyze Transforms Global Operations for Guardian Global Wealth


Client Background:

Guardian Global Wealth is a leading financial advisory firm with a global footprint, offering comprehensive wealth management solutions to clients worldwide. With consultants stationed across multiple international locations, Guardian Global Wealth faced the challenge of efficiently onboarding consultants while ensuring the security and compliance of their IT systems.







Guardian Global Wealth's expansion into global markets presented several key challenges:

  • Consultant Onboarding: Onboarding consultants across various global locations posed logistical challenges, including ensuring consistent processes and security standards.
  • Security and Compliance: With sensitive financial data at stake, Guardian Global Wealth needed robust security measures to safeguard client information and ensure compliance with industry regulations.
  • Efficiency and Scalability: Managing operations across multiple locations required streamlined processes and scalable IT infrastructure to support Guardian Global Wealth's growth trajectory.


Solution: Optimyze Managed IT Services

Optimyze, a trusted Managed Service Provider (MSP) specializing in tailored IT solutions, partnered with Guardian Global Wealth to address its IT challenges and support its global operations:

  • Microsoft Management Tools Implementation: Optimyze leveraged the latest Microsoft management tools, including Intune, SharePoint, and OneDrive file sharing technologies, to streamline computer security and data management processes across Guardian Global Wealth's global network. By utilizing these tools, Optimyze ensured that all devices were encrypted and compliant with security protocols.
  • Automated Onboarding Process: Optimyze implemented Microsoft Autopilot to automate the onboarding process for consultants, enabling remote onboarding at various global locations. This automated approach streamlined the setup of new devices, user accounts, and access permissions, reducing manual intervention and minimizing the time required for deployment.
  • Efficiency Optimization: Optimyze optimized Guardian Global Wealth's IT infrastructure to operate efficiently and securely across multiple locations. By implementing scalable solutions and standardized processes, Optimyze ensured consistent performance and reliability, regardless of geographic boundaries.


Through its partnership with Optimyze, Guardian Global Wealth achieved significant improvements in its global operations:

  • Streamlined Onboarding Process: The implementation of Microsoft Autopilot and other automation tools enabled Guardian Global Wealth to onboard consultants quickly and efficiently, reducing deployment times and enhancing productivity.
  • Enhanced Security and Compliance: Optimyze's utilization of Microsoft management tools and encryption options strengthened Guardian Global Wealth's security posture, ensuring the protection of client data and compliance with industry regulations.
  • Improved Efficiency and Scalability: Optimyze's optimization of Guardian Global Wealth's IT infrastructure enabled seamless operations across multiple global locations, supporting the company's growth trajectory without sacrificing performance or security.


Optimyze's partnership with Guardian Global Wealth exemplifies the transformative impact of tailored managed IT services in enabling efficient and secure global operations. By leveraging cutting-edge technologies and automation tools, Optimyze empowered Guardian Global Wealth to streamline consultant onboarding, enhance security and compliance, and operate efficiently across multiple international locations. As a result, Guardian Global Wealth is well-positioned to continue its growth and deliver exceptional financial advisory services to clients worldwide.

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