Nexus Financial leverage technology to drive scalable growth through partnering with Optimyze
Wellington-based financial advisory firm Nexus Financial was growing rapidly — but their IT infrastructure was struggling to keep pace, creating onboarding delays, compliance gaps, and increasing support burden on senior staff.
40%
Reduction in IT support tickets
3 wks
New staff onboarding time cut to
100%
Remote work enablement for all staff
The challenge
Rapid growth exposing the limits of ad-hoc IT
Nexus Financial had grown from 8 to 34 staff in under three years, adding new advisers, compliance officers, and support staff at pace. The firm's IT had grown with it in a haphazard way — different laptop configurations, inconsistent Microsoft 365 setups, no centralised device management, and a patchwork of shared drives and manual processes.
New starters were taking up to three weeks to become fully productive, IT issues were regularly escalating to the partners, and the firm's compliance team had flagged concerns about data access controls and audit trail gaps ahead of an FMA review.
- Inconsistent device configurations across the adviser team
- New staff taking up to 3 weeks to become fully productive
- No centralised device management or visibility
- FMA compliance gaps identified by internal compliance review
- No formal IT support — issues escalated to partners
The solution
A standardised, scalable, compliant IT environment built for growth
Optimyze began by standardising the entire Nexus Financial environment — retiring non-compliant configurations, deploying Microsoft Intune for centralised device management, and restructuring the Microsoft 365 tenant with proper role-based access controls and audit logging.
An automated onboarding process was implemented so new starters receive a fully configured, security-enrolled device ready on day one. Monthly compliance reporting was established to provide the firm's compliance team with the evidence trail required for regulatory reviews.
- Microsoft 365 tenant restructure with role-based access controls
- Microsoft Intune for centralised device enrolment and management
- Automated onboarding workflow for new starters
- SentinelOne endpoint protection across all devices
- Email security and anti-phishing controls via Defender for Office 365
- FMA-aligned access controls, audit logging, and data retention policies
- Monthly compliance reporting and evidence trail management
"Before Optimyze, onboarding a new adviser was a two-week headache. Now it's one day, fully automated. Our compliance team has the audit trail they need, and our partners can focus on clients — not IT."
The results
A scalable technology foundation ready for the next phase of growth
40% fewer IT tickets
A standardised, well-managed environment dramatically reduced support incidents — freeing up partners' time and reducing operational friction.
1-day onboarding
New starters receive a fully configured, security-enrolled device and access to all required systems on their first day — down from 3 weeks.
FMA-ready compliance
Documented access controls, audit logs, and data retention policies satisfy FMA requirements — with monthly compliance reports for the compliance team.
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