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    Financial servicesRotterdam

    Hypotheekplatform case study: secure IT and custom software for independent mortgage advice

    Rotterdam-based Hypotheekplatform provides independent mortgage advice. TRON Group handles the web hosting, web security, Microsoft 365, endpoint management and the custom software behind the platform.

    What TRON takes care of here

    TRON delivers: Support & management, Cybersecurity, Cloud & workplace, Network & telephony, Software & web

    Mortgage adviser in Rotterdam guiding a client through their mortgage while TRON Group looks after secure IT

    At a glance

    • TRON Group looks after all of Hypotheekplatform's IT: hosting, security, Microsoft 365, endpoints, connectivity and custom software.
    • Sensitive client financial data is protected with web security, endpoint security and conditional access.
    • Custom software fits the way independent mortgage advice actually works, rather than the other way round.
    • One dedicated IT partner for the entire technology landscape, so the team can focus on advice.

    For most people, taking out a mortgage is the biggest financial decision of their lives. Rotterdam-based Hypotheekplatform helps with independent advice: the company is not tied to any bank or lender, compares more than forty lenders and guides clients all the way from their first enquiry to the notary. That includes situations that are a little more complex, such as freelancers, business owners, owner-directors (DGAs), expats and people using schemes such as Koopgarant, Koopcomfort and Koopstart. Behind that advice sits a lot of technology. Clients calculate their maximum mortgage online, compare monthly costs and submit sensitive financial information. Payslips, tax assessments, bank details: exactly the kind of data that must never leak. At the same time, the Hypotheekplatform team wants to focus on what it does best, which is giving advice, not keeping servers running or fixing laptop problems. That is why Hypotheekplatform works with TRON Group. We look after all the IT behind the platform: web hosting and web security, management and security of every endpoint, the complete Microsoft 365 environment with conditional access, the office internet connection and the custom software that keeps the mortgage platform running. So the team in Rotterdam can concentrate fully on its clients, while the technology works reliably and securely in the background.

    Starting point

    The challenge

    Hypotheekplatform is a financial services provider, and that places high demands on its IT. Every day, the platform handles clients' privacy-sensitive information: income details, bank statements, identity documents and complete mortgage files. A data breach would not just be a technical problem; it would directly damage the trust clients place in their adviser. And trust is the very heart of independent advice. The challenge played out on several layers at once. The website had to be available, fast and secure at all times, because it is often the first point of contact, where people calculate their maximum mortgage or compare monthly costs. The devices advisers work on had to be centrally managed and secured, so that a lost or stolen laptop would not become an open door to client data. Access to email and documents in Microsoft 365 could not simply be open from any location or any device. And the software behind the platform had to fit the specific way Hypotheekplatform gives advice, rather than squeezing the team into an off-the-shelf package. There was a practical point too: the team did not want to deal with separate suppliers for hosting, software, email and workstations, each pointing at the other as soon as something stopped working. What it needed was one party that sees the whole picture, safeguards how everything fits together and can be held accountable for all of it. That keeps the attention where it belongs: on the client and the advice.

    How we tackled it

    Our approach

    1. Mapping the entire IT landscape

      We started by listening carefully and mapping everything out. What is running, which data flows where, and where are the risks? Because this is financial services, we focused in particular on the points where client data comes in, is stored and is processed: the website, the workstations and the platform itself. From that overview, we set priorities together, with security and continuity first.

    2. Setting up web hosting and web security

      For Hypotheekplatform, the website is the digital front door. We set up the web hosting for reliability and speed, and added a layer of web security on top. That keeps the platform available to people calculating their mortgage or getting in touch, and the connections and forms used to submit data are well protected against misuse.

    3. Microsoft 365 with conditional access and central management

      Email, calendars and documents run in a Microsoft 365 environment that we manage. We set up conditional access, so access depends on who you are, which device you are using and under what conditions. On top of that come modern authentication and security policies, so only trusted users on approved devices can reach sensitive files. Management is centralised, which means new employees can get started quickly and securely.

    4. Endpoint management and security

      Every laptop and workstation is centrally managed and secured. We roll out updates, security settings and policies from one place, so every device meets the same standard. If a device goes missing, the impact is limited because access and data are locked down. For the advisers it simply works: what they mainly notice is that their workstation runs smoothly and is secure, without having to think about it themselves.

    5. Custom software and connectivity

      For the mortgage platform itself, we developed custom software that fits the way Hypotheekplatform works. Not a generic package, but functionality that supports the advice process. Finally, we take care of the internet connection and connectivity at the office, so the team stays reliably online. Hosting, software, email, workstations and connectivity come together as one working, secure whole.

    The big picture

    The solution

    The result is a cohesive IT environment in which every part connects to the next. The website runs on reliable web hosting with an active security layer, so the first point of contact with clients is always available and secure. Microsoft 365 is the foundation for email, documents and collaboration, with conditional access and central management ensuring that sensitive mortgage files are accessible only to the right people on trusted devices. The advisers' workstations are centrally managed and secured, so security policies and updates are applied consistently everywhere. The custom software fits Hypotheekplatform's advice process and supports the work rather than limiting it. And with a stable internet connection at the office, the team is simply always online. Just as important: Hypotheekplatform has one dedicated point of contact for all its IT. Whether it is the website, a workstation, the Microsoft 365 environment or the software, it all sits with TRON Group. That means short lines of communication, no suppliers pointing at each other, and a partner who thinks ahead about the next step. The technology matches the company's own core values: reliable, transparent and client-first.

    What it delivers

    The results

    Client data protected with web security, endpoint security and conditional access
    Secured
    Software developed around the mortgage advice process
    Custom-built
    One IT partner for hosting, Microsoft 365, workstations and connectivity
    Centralised

    For Hypotheekplatform, working with TRON Group above all means peace of mind and focus. Clients' sensitive financial data is protected on several layers: web security on the website, secured and centrally managed workstations, and conditional access on the Microsoft 365 environment. This greatly reduces the risk of unauthorised access and means the IT lives up to the trust clients expect from an independent mortgage adviser. The team in Rotterdam can concentrate on what it does best: giving advice and guiding people through their mortgage journey. The technology works in the background: the website is available, email and documents are securely accessible, the workstations run smoothly and the platform runs on custom software that fits the way the team works. Because everything sits with one partner, lines are short and it is clear who to turn to when something comes up. TRON Group continues to manage the whole environment and look for improvements, so Hypotheekplatform's IT grows with the business and with the requirements placed on financial services.

    FAQ

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