RiseIT® was engaged as a new preferred IT staffing partner for a client who is a leading national financial services firm and one of the largest wealth and retirement services institutions in the USA. Within one year, and against seven other large legacy suppliers, RiseIT® established itself as one of the client’s top-tiered vendors.

Case Study

Business Type



One of the largest financial services companies was looking for partners with a national footprint that could meet their high standards for technology projects and talent. The company was evaluating its technology talent partners while simultaneously considering a small number of new vendors. The client undergoes an evaluation process at least once every three years to ensure their supplier base is made up of the best-in-class vendors and that their contingent workforce consists of only the top talent. 

The client required a partner with a national footprint to place talent and complete projects across the United States. At the time, the vendor base consisted of six national vendors. The client also saw the upcoming demand for various technology services based on both organic and acquisition growth and wanted to prepare for their future needs.


RiseIT® leveraged its extensive financial industry experience, national footprint, and ability to customize a dedicated delivery model to satisfy the client’s high expectations. RiseIT® was approached to participate in a rigorous evaluation as one of the potential new vendors on the program.

With offices located across the US along with offshore capabilities, we positioned ourselves to meet their requirements. Utilizing years of financial services experience to understand the client’s needs and industry regulations fully, RiseIT® undertook an intensive internal evaluation and developed a customized resource allocation process for the client.


Within only one year and against a field of top legacy suppliers, RiseIT® was able to establish itself as one of the top-tiered ranked vendors on the program.

After being awarded preferred vendor status, RiseIT® was able to provide expertise and resource candidates that covered contract and contract to hire placements for all needs of the business including Operations, Application IT, Infrastructure IT, Finance and Call Center environments.

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