About Forth Financial
Forth Financial is a financial planning services group. They help both individuals and businesses plan for financial success. They specialize in investment management, wealth accumulation, retirement planning and creating cash balance plans. What sets Forth Financial apart from the rest of their commitment to helping others, build the future they've always dreamed of.
Before TeamLogic IT
Forth Financial was like most businesses, driven to get things moving. In a world that is based on efficiency, the company founder looked to technology to enable growth. With growth, however, comes growing pains.
The founder looked to an IT firm that was contracted to handle server support, however, when they experienced difficulty with the CRM or other day-to-day software issues, employees had to scramble to fix errors that were popping up. When they didn't know a solution to the error they called each support line separately, but sat on hold for hours, waiting days to get answers to simple questions, or never hearing back at all.
This left the operations manager and owner in a pinch. Hire an IT guy or find a managed IT services company to end the headaches.
Enter TeamLogic IT
Forth Financial switched to using TeamLogic IT after going under new management. The new owner hired Teamlogic IT of South Charlotte. TeamLogic IT helped to solve those unwanted technical difficulties and even suggest ways to Forth Financial more efficient.
TeamLogic IT knew the strict compliance rules that financial firms need to run smoothly and securely. With everyone on board, Forth Financial was pleased with the changes and the new-founded relationship only grew from there.
Forth Financial Today
Forth Financial is thriving with new technology implemented by TeamLogic IT. After years of progress TeamLogic IT and Forth Financial still work together, frequently. Both IT techs and employees at Forth Financial, are pleased with the communication and the dependability of the service.