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Going Global: How Blevins Franks mastered mobilising their workforce for the future

Julia MorrisHead of Business Technology Solutions

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Blevins Franks Group

2.2 million

3.0 million

The leading international tax and wealth management advisers to UK nationals living in Europe

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Blevins Franks GroupCore Business

Advisory

Tax led wealth advisor to UK expatriates moving to/ in France, Monaco, Portugal, Spain, Malta & Cyprus

Tax led wealth advisor to UK expatriates returning to the UK

Trust Company (Malta)

Pension Provider (Malta)

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Blevins Franks Group In Numbers

Advising clients for over 40 years7 countries

22 Offices43 Partners and Private Client Managers

200+ Employees5,100 Families

€2.5 billion Funds Under Advice

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IT Strategy

Our purpose is not to develop IT solutions but to leverage IT for the benefit of our clients

Acquired in 2013 by new management – new IT strategy

Started by moving the wealth (client) platform to a cloud service provider in 2015

Speed of change in IT

Required depth of knowledge

3 people supporting 7 countries + staff numbers increase from 120 to 250

Business continuity

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Business Technology Solutions

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Business Challenges

Challenge Requirement

No permanent on-site IT support in many offices due to size

Simple transition to new services that users do not need a high level of support

Simple remote support model

Time zones, languages Multi-jurisdiction capable

Different local devices on different operating systems and software versions

Device independent Brings everyone onto a single standard versions

Information Security across a diverse estate

Minimum security standards for all sensitive data regardless of device. location, user, etc.

Business Continuity Core data continuity managed externally

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Perception Challenges

I need everything on my local

device to work on a plane

MFA will decrease efficiency

Too dependent on a single partner

What if the internet is

down?

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Partner Selection

Global presence

Multi-jurisdiction experience

Cloud based hosted

Highly configurable by us

Module based

Committed to European not just UK market

Business partner approach not software supplier

Understood the help we would need in understanding the new solutions

Have a wide portfolio we can leverage as future phases

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Our Journey

Review of potential providers

Looking for a partner to hold our hand through the change and beyond

Training in product

Set up and testing

Move users in batches across

All done from Malta with no on-site support in other offices

Training from DaaS specialists

Requirements refining

Testing with a diverse pilot group of users.

Conditional access

Testing with a diverse pilot group of users.

Rollout to all offices in every country

BYOD containerization

First servers to be moved

SQL Email Archives

More servers to cloud

Investigate other services available

SelectionO365 Pilot

O365 Rollout

DaaSPilot

DaaSRollout

Server Hosting (NCD)

Future Options

2018 Q1 2018 Dec 2019 Jan 2019 Feb 2019 Mar 2019 Apr 2019 +++

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Want to know moreVisit Navisite stand P404 by the entrance

Cloud Architecture Theatre

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Thank You

The tax rates, scope and reliefs may change. Any statements concerning taxation are

based upon our understanding of current taxation laws and practices which are subject to

change. Tax information has been summarised; an individual should take personalised

advice. All figures quoted in this presentation are for illustration purposes only.

Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the

Financial Conduct Authority in the UK, reference number 179731. Where advice is

provided outside the UK, via the Insurance Distribution Directive or the Markets in

Financial Instruments Directive II, the applicable regulatory system differs in some

respects from that of the UK. Blevins Franks Trustees Limited is authorised and regulated

by the Malta Financial Services Authority for the administration of trusts and companies.

Blevins Franks Tax Limited provides taxation advice; its advisers are fully qualified tax

specialists. This promotion has been approved and issued by BFFM.

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