We serve the Financial Profession by identifying, tracking and managing tangible assets, by providing Continuity of Operations Planning, and by ensuring the highest degree of data integrity.

Many of our clients are Financial Services firms that had previously failed to track tangible assets, often resulting in a poor understanding of them. This frequently resulted in duplicative and costly redundant purchases or leases, high Personal Property taxes, and often inadequate or excessive insurance coverage. We serve these clients by helping them to get a full understanding of these assets. We’ve even found that just by knowing what assets they have that can be re-deployed, our clients can save a great amount of funds by simply avoiding the cost of redundant purchases.

In addition, many of these same clients had rudimentary Continuity of Operations plans, leaving them at great risk in the event of any form of disruption caused by either natural or man-made event. We serve these clients by developing, enhancing and auditing these plans to ensure that all aspects of their operations are recoverable in the event of a business disruption. And the cost of even a brief business interruption for these firms can be very high.

Also, many Financial Services firms have mailing lists of clients and potential clients that must be maintained with accuracy and integrity. Among the many reasons for ensuring the accuracy of this kind of data is to comply with various regulations, such as the CAN-SPAM Act, and to help ensure that communications with its clients is kept confidential and tailored.

Furthermore, as these Financial Services firms serve their clients, we also can provide these kinds of services to their clients on their behalf, for the same reasons. They enhance their value to their clients by offering these services, engaging E-ISG to perform them.