Case Study: Transforming Innate Wealth with a Secure and Mobile Azure Cloud Platform

Executive Summary

Innate Financial Services Group, an accounting and wealth management firm, needed a more flexible and mobile technology environment after acquiring another practice. With a traditional on site server nearing end of life and staff working across multiple locations, the organisation required a secure and modern platform that could support growth and improve operational efficiency.

Zynet delivered a complete public cloud environment in Microsoft Azure that enabled secure remote access, improved resilience and provided a stable foundation for continued expansion. The project was completed with minimal disruption and resulted in a more mobile, secure and future ready business.

Client Snapshot

Organisation: Innate Financial Services Group
Industry: Wealth management
Engagement: Design, migration and modernisation in Microsoft Azure

Context

Following the acquisition of another firm, Innate Wealth faced the opportunity to modernise its technology environment. The leadership team wanted a platform that supported mobility, improved visibility and future proofed the business. Their existing server approach lacked flexibility and created risks related to uptime, maintenance and continuity.

The Challenge

Innate Wealth needed a technology environment that matched the pace of a growing financial services business. The legacy setup created several limitations:

• A traditional server environment nearing a replacement decision

• Limited mobility for staff working across offices and client locations

• Concerns around cloud readiness and the security of moving away from physical servers

• A need for transparent communication and a trusted modernisation pathway

The organisation required a partner who could design, migrate and support a cloud platform that was secure, stable and aligned with how the business operates.

Objectives

Innate Wealth needed a solution that would:

• Provide mobility for staff to access systems securely from any location

• Improve resilience and security through modern identity and cloud controls

• Maintain continuity throughout the migration with no disruption to client work

• Create a scalable platform that supports long term growth and expansion

• Give leadership clarity, confidence and visibility throughout the entire process

Zynet’s Approach

Zynet partnered closely with the directors to understand the operational needs of the business and design a cloud environment aligned to productivity, security and long term growth.

Our approach included:

Consultation and planning
Deep discovery to understand business processes, requirements and user needs.

Design of a modern Azure environment
A purpose built public cloud platform to host applications and data securely.

Low risk migration and staging
A structured plan that maintained continuity, addressed issues early and ensured smooth cutover.

Prevention first operating model
Monitoring, communication and support that safeguarded the environment throughout the project.

Solution Overview

Zynet delivered a modern and resilient cloud environment, including:

• A complete Microsoft Azure platform for core applications and data

• Secure access for remote and mobile workforces

• Removal of on site physical servers and reduction of operational overhead

• Integration with identity services to strengthen security posture

• Clear communication at every stage, ensuring confidence across the team

Outcomes

The engagement produced significant improvements across mobility, productivity and operational resilience:

• Minimal disruption throughout the migration with business as usual maintained

• A mobile workforce with secure access to systems from any location

• Improved performance and stability across applications and data

• A strong security foundation aligned with cloud best practice

• Confidence to scale the business, grow the team and expand into new regions

Customer Perspective

“Zynet listened to what we were trying to achieve and offered solutions that aligned with our goals.”
Shane Nicholas, Director

“We felt the advice from Zynet always had our best interests at heart.”
Mirko Cugura, Director

“There was never a challenge left hanging. It was challenge, solution, fix. The communication was clear and consistent.”
Shane Nicholas, Director

“If clients cannot get to us, we can go to them with everything we need. That is a real benefit for our business.”
Shane Nicholas, Director

Why This Worked

• A business aligned design focused on mobility, security and continuity

• Clear communication that kept directors informed at every stage

• A prevention first model that removed reliance on on site servers

• A flexible and scalable cloud platform that supports long term growth

At a Glance

• Scope: Cloud design, migration, optimisation and prevention first operations
  Focus: Mobility, security, stability and communication
  Benefits: Stronger resilience, minimal disruption, increased flexibility and confidence to expand

Bringing It All Together

Innate Financial Services Group has significantly improved the way its team works through a secure, mobile and scalable cloud platform. With modernised systems, improved visibility and a prevention first operating model, the firm is well positioned for growth across Australia and beyond.

Zynet continues to support financial services organisations with modern cloud platforms, proactive IT management and ongoing advisory capability. Explore Zynet’s Proactive IT Management Services to see how we can support your cloud and modernisation journey.