TechxRev Whitepapers

Whitepaper | AuguSt 12, 2025

Reducing A Financial Services Firm’s IT Costs by 50%

How We Cut Server Count by 88%, Boosted Security, and Slashed Cloud Costs

Executive Summary

A growing financial services firm had embraced the cloud—but not in the most efficient way.

Over time, their Amazon Web Services (AWS) environment had ballooned to 59 servers, costing them over $60,000 per month. This sprawling infrastructure was complex, expensive, and exposed the company to unnecessary cybersecurity risks.

They needed someone who could help them untangle the mess, control costs, and modernize their operations—without disrupting daily business.

The Challenge

Excessive server sprawl: Decentralized decisions over time had led to a tangle of overlapping servers and services.

High costs: The company was spending more on AWS than on many other core business functions.

Security risks: More servers meant more potential attack surfaces for ransomware, data breaches, and misconfigurations.

Operational inefficiency: Managing backups, monitoring performance, and troubleshooting issues took valuable time away from their core mission.


Our Approach

Infrastructure Audit – Conduct a deep analysis of every server and workload to identify duplication, underutilization, and non-critical resources.

Data Consolidation – Reorganize and centralized data storage, eliminating redundant repositories and streamlining backup processes.

Server Reduction Plan – Using a phased approach, carefully migrate workloads / files and shut down unnecessary servers, ensuring zero downtime.

Security Optimization – Fewer servers meant a smaller threat surface. The smaller environment was layered with industry-leading security tools—Endpoint Detection & Response (EDR), and 24/7 threat hunting—to protect critical assets.

Cost Optimization – Redesign the AWS environment for performance and scalability, not excess, cutting waste without sacrificing capabilities.


The Results

MetricBeforeAfterImprovement
Server Count59788% reduction
Monthly AWS Costs$60,000+$30,000+50% cost savings
Backup Management EffortHighLowSignificantly reduced
Security Exposure PointsHighLowDramatically reduced


Why It Worked

The success of this project came down to more than just technical changes—it was about aligning IT with business success.

By combining cloud expertise with a commitment to operational efficiency and cost control, controls were put in place that delivered measurable results, and huge cost savings, quickly.

We believe IT should empower growth, not drain resources. In this case, modernizing the infrastructure didn’t just save money—it gave the business the agility and security it needed to move forward confidently.


About TechxRev – the MSP that’s not like other MSPs

We are a business-centric MSP, focused on driving operational-efficiency into your company.

We use technology solutions that are more modern and more advanced, allowing your business to operate more efficiently.

And we provide customer service that goes well beyond what you’ve experienced in the past.