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Free guide | 23 pages | Instant PDF

Cisco Meraki MX SD-WAN for Financial Services

A multi-site network modernization guide for CFOs, CIOs, COOs, IT directors, and compliance officers, including an FTC Safeguards Rule readiness checklist and an MPLS vs. SD-WAN comparison.

Instant PDF download. No form required.

How BTI drives operational uptime, security, and a compliance-ready multi-site network. 30 minutes with a BTI advisor.

Cover of BTI's Cisco Meraki MX SD-WAN for Financial Services
23 pagesSD-WAN guide
Free PDFNo form required
ChecklistFTC Safeguards readiness
40 years40 Years in Business
24/7NOC/SOC team
What’s inside

What’s Inside the Guide

Executive summary and key takeaways (pp. 2-3)

Who the guide is for and the main points for leadership.

What Meraki MX SD-WAN is (p. 4)

A cloud-managed WAN platform that replaces legacy routers and MPLS-only designs.

Use cases and stakes (pp. 5-7)

Operational, security, and compliance needs for financial services offices, and why legacy networks struggle.

The Meraki MX transformation and security architecture (pp. 8-9)

How SD-WAN, next-generation firewall, and cloud management work together.

PII protection and FTC Safeguards readiness (pp. 10-11)

How MX helps align technical controls with the Safeguards Rule, plus a practical self-check checklist.

WAN cost comparison (pp. 13-14)

How to compare MPLS and Meraki SD-WAN, and a side-by-side evaluation for multi-site firms.

Why BTI and delivery models (pp. 15-17)

Managed services structured around your IT organization.

Deployment and ongoing management (pp. 18-19)

BTI’s deployment methodology and long-term dashboard visibility.

FAQ and next steps (pp. 20-23)

Common questions and how to request a no-cost multi-site assessment.

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Who it’s for

Who Should Read This Guide

CFOs and COOs weighing WAN costs, downtime risk, and modernization.

CIOs and IT directors managing multiple office connections.

Compliance officers and CISOs preparing for FTC Safeguards Rule reviews.

Tax, accounting, insurance, and lending firms with distributed offices.

Operations leaders adding or consolidating locations.

Why BTI

Why Work With BTI

Cisco Select partner and SMB Black Belt.

Meraki design, installation, and managed services from one partner across CA, AZ, and IL.

Infrastructure-led managed IT.

Fully managed or co-managed options, so the network keeps working after go-live.

Security-first.

Backed by our 24/7 NOC/SOC team. Our NOC/SOC is SOC 2 certified, and our practices are ISO 27001 compliant.

40 years of local support.

Offices in Los Angeles (Santa Fe Springs), Phoenix, and the Chicago area, with support for multi-state operations.

A reply within one business day.

Request a conversation and a BTI advisor will reach out within one business day.

FAQ

Meraki MX SD-WAN for Financial Services FAQ

Do I need to fill out a form to get the guide?

No. The guide is a free, instant PDF download. The form on this page is only for booking an executive conversation with BTI.

Does SD-WAN make us FTC Safeguards compliant?

No network does on its own. The guide explains how Meraki MX helps align technical controls with the Safeguards Rule and includes a readiness checklist on page 11.

Should we replace MPLS with SD-WAN?

The guide walks through a cost comparison and side-by-side evaluation on pages 13-14 so you can decide based on your sites and requirements.

Who monitors the network?

BTI’s 24/7 NOC/SOC team can manage and monitor it, fully or alongside your IT team.

Can we start with a few offices?

Yes. BTI’s deployment methodology supports phased rollouts.

Executive conversation

Schedule an Executive Conversation: How BTI drives operational uptime, security, and a compliance-ready multi-site network

Tell us what you’re planning. A BTI advisor will reach out within one business day.

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