IT Solutions for Financial Service Firms
Enjoy Seamless Operations, Secure Transactions, and Unshakable Client Trust
Technology That Makes Business Easy
for You and Your Clients
Your operations are complex. You’re delivering professional services to hundreds, if not thousands of clients. And they expect a lot. They demand ease of doing business, airtight security, and reliable transactions. A single mistake could cost you a loyal customer or lead to devastating reputational damage if it stems from a cyberattack. How can you provide a secure, simple experience for you and your customers?
At Leverage IT, we understand that as your business grows, managing your operations becomes harder. Collaboration among your staff can become disjointed, which is why you need the right tools to help them work efficiently. That’s where we come in. Leverage IT can help you select and implement the right technology to manage your business with ease, while meeting your security and compliance needs. That way your customers, regulators, and business can feel safe and confident—always.
Do You Have These Concerns?
Do our clients find it easy and secure to do business with us?
Are we compliant with all regulatory requirements, including WISP and NIST?
Could a data breach lead to regulatory fines, legal troubles, and reputational damage?
Is our technology capable of scaling with our operations as we grow?
Can our IT infrastructure handle the challenges of working with hundreds of clients?
Have we outgrown our applications, causing our productivity to drop?
Solutions That Raise Customer Confidence and Your Peace of Mind
Maintain the Trust of Your Clients with Bulletproof Security
As a financial services firm, you manage countless applications, many of which connect with external organizations. It’s a complex environment. And each app is a potential target for a hacker to burrow into your business and exploit the financial assets of you and your customers. The problem is, trying to secure every application is a monumental task. Leverage IT can help.
Not only do we help you collaborate with clients securely, but we can also consolidate your back end business applications, ensuring each one is fully protected. To safeguard your future applications, we help you select the right technology and management solutions that provide the highest level of security for you and your clients’ data.
Keep Your Firm Running Always, Even When Disaster Strikes
In the financial services industry, data is everything. Whether it’s your clients’ portfolios, transaction histories, or sensitive personal information, data loss could have devastating consequences—like massive downtime and reputational damage. How can you ensure your firm keeps running, even in the face of unexpected disasters?
Our Business Continuity service has you covered. We offer reliable, automated backup solutions and disaster recovery plans tailored to your unique needs. If a system failure, cyberattack, or even natural disaster strikes, your critical data stays protected and your business can recover in minutes, not hours.
Focus on Your Business without Compliance Hassles Weighing You Down
Regulatory compliance is non-negotiable, and the penalties for mistakes are harsh. Lawsuits, audits, fines…the list goes on. And that doesn’t even account for the damage to customer trust caused by data breaches or security failures. But navigating the ever-evolving landscape of regulatory requirements can be overwhelming.
At Leverage IT, we take the guesswork out of compliance. We help you implement robust processes that align with WISP, NIST, and other critical regulations—ensuring your business meets the highest security standards. From drafting required documentation to monitoring ongoing adherence, we help you manage the complexities of compliance so you can stay focused on what matters most: growing your business.
IT Services Tailored to Financial Service Firms
IT Strategy and Consulting
As your organization grows, it can become harder to manage your technology. How do you ensure you have the right applications for smooth collaboration? Or know your technology is optimized for security and performance? With our strategy and consulting services, we’ll create a roadmap that aligns your technology with your business goals, ensures your IT scales with your company, and adapts to the increasing complexity of your operations. The result? Instead of your technology acting as a means to simply keep the lights on, it will become a force for growth and a key source of ROI.
Software Selection and Implementation
Choosing the right application is crucial to your firm’s growth. Outdated or inefficient software can hurt staff productivity company wide, not to mention the customer experience. And if an application suffers a breach due to weak security? Your organization could face costly fines and years of lost profits due to reputational damage. Don’t leave the selection process to chance. With our decades of experience in IT for financial service firms, we’ll ensure you choose the ideal software, implement it seamlessly, and train your staff to use it effectively.
What Our Clients Say
Free Consultation
Are our financial IT services right for you? Have questions about tackling IT challenges or security issues?
Schedule your free, no-obligation consultation to discover how we can help simplify your technology and increase your profits.
FAQs
If you ever have an issue, our team gets an engineer working on your service request fast. Our support hours are 6am-10pm, and our average response time for critical or high priority issues is under 8 minutes.
It all comes down to being proactive. Unlike other IT providers, we anticipate and prevent service outages by constantly monitoring your applications and hardware for potential issues. Our proactive IT management allows you to focus on growing your business, without the stress of IT disruptions.
We take a holistic approach when implementing new technologies for your business, handling everything from start to finish. When you work with us, you tap into decades of experience from our IT professionals who stay at the forefront of technology solutions through ongoing learning and industry events. These experts will guide you through the IT selection process to find the perfect fit for your needs.
Once we’ve found your ideal solution, we negotiate with vendors on your behalf to secure the best deal, and then start the implementation process soon after. Once your new technology is set up, we train your staff on how to use it and provide ongoing support as it’s integrated into your daily operations. See our article Business software selection: How to choose, negotiate, and implement the best solution for a more detailed explanation of this process.
Planning and strategy is a key part of our service. We can help you assess your current technology, create a customized roadmap to reach your goals, and then adjust as needed to stay on target. For more details on how this process works, check out our article A Step-by-Step Guide to Conducting a Business Process Improvement Review.
The truth is, not every financial service company does. If your in-house IT team keeps your technology running smoothly, prevents downtime, and increases your profits, you’re probably doing just fine. However, if your IT is disjointed, causing frequent disruptions and serving as a cost center rather than a source of ROI, we can help.
While we strive to offer clear pricing details, it’s difficult for us to do so without knowing more about your business and technology challenges. We don’t offer out-of-the-box solutions. Pricing depends on your specific needs and the project scope, and can vary based on your business size, the amount of consulting required, the problems you need guidance with, and other factors.
Absolutely. We work with you to assess your current IT needs and develop a scalable plan to accommodate future growth. Whether building out your network infrastructure, adding new applications, or upgrading hardware, we plan and strategize with you to transform your goals into a reality.