# Modernizing Financial Services Infrastructure

A credit union needed to retire an existing disaster recovery environment while addressing rising VMware costs and an upcoming hardware refresh.

Source: https://expedient.com/knowledgebase/resources/case-study/modernizing-financial-services-infrastructure/

# [Resources](/knowledgebase/resources/) / [Case Studies](/knowledgebase/resources/case-studies/)

## Modernizing Financial Services Infrastructure

 ![Two colleagues reviewing information together on a desktop computer]()

A credit union needed to retire an existing disaster recovery environment while addressing rising VMware costs and an upcoming hardware refresh. With 50+ VMware virtual machines (VMs), Everpure requirements, and continued growth ahead, they needed a path forward without disrupting operations. Expedient Private Cloud for Nutanix enabled the organization to begin its transition while supporting remaining VMware workloads. DRaaS added offsite protection, while Everpure support preserved existing investments. The scalable foundation also created a path toward Nutanix AHV and additional operations capabilities.

### Expedient Services

[Expedient Private Cloud for Nutanix →](/services/private-cloud/)

[Disaster Recovery as a Service (DRaaS) →](/services/disaster-recovery/)

### Industry

[Financial Services →](/solutions/industry/financial-services/)

## Challenges

Broadcom cost increases made 50+ VMware virtual machines (VMs) increasingly costly

Upcoming hardware refresh added urgency to the transition

Legacy VMware disaster recovery (DR) needed replacement with DRaaS

Everpure requirements added to migration complexity

Continued growth required a scalable path forward

## Outcomes

![Check circle icon](https://res.cloudinary.com/dvlpy3tua/image/upload/fl_sanitize/uploads/EXP_Check_Circle_Icon.svg)

Nutanix-based private cloud foundation for scalable growth

![Check circle icon](https://res.cloudinary.com/dvlpy3tua/image/upload/fl_sanitize/uploads/EXP_Check_Circle_Icon.svg)

Offsite disaster recovery protection for greater resilience

![Check circle icon](https://res.cloudinary.com/dvlpy3tua/image/upload/fl_sanitize/uploads/EXP_Check_Circle_Icon.svg)

Nutanix transition for VMware cost control

## More Case Studies

[ 

### Uncovered Hidden Infrastructure Costs to Implement a Full IaaS Transformation

A federal credit union faced a mounting cost burden from VMware licensing, hardware refresh cycles, and facility upgrades, with little visibility into the true total c...

Learn More → 

 ](/knowledgebase/resources/case-study/uncovered-hidden-infrastructure-costs-to-implement-a-full-iaas-transformation/)[ 

### Fast, Cost-Effective Cloud and DR for a Multi-Site Hospitality Company

Following a private equity divestiture, a North American hospitality company with multi-site resort infrastructure faced an asset-sale deadline to migrate all IT off a...

Learn More → 

 ](/knowledgebase/resources/case-study/fast-cost-effective-cloud-and-dr-for-a-multi-site-hospitality-company/)[ 

### Removed AI Adoption Risk & Proved ROI to Support Enterprise Scale

A global wellness company in a highly competitive, low-margin industry needed a cohesive enterprise AI strategy, but unpredictable pricing stalled budget decisions and...

Learn More → 

 ](/knowledgebase/resources/case-study/removed-ai-adoption-risk-and-proved-roi-to-support-enterprise-scale/)

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### VMware

September 29th, 2026 at 1:00 PM ET
## It’s Time to Decide Your VMware Path

[Join us →](https://go.expedient.com/VMWarePath)