Secure IT Solutions for Financial Services Firms

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IT Services for Financial Environments

The high-stakes financial industry constantly faces unique pressures. At the core is the need to secure substantial amounts of sensitive data, such as personally identifiable information and records of taxes and employment. They must also process massive data volumes and comply with a myriad of regulations.

Without the right IT foundation and strategic support, financial companies can suffer serious consequences like operational disruptions and regulatory fines.

But with a reliable partner like Techmedics, you can gain the confidence to mitigate security risks and operate seamlessly.

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25+
Years of Service

Quantifying the Threat Landscape

Financial companies must manage the aforementioned demands while also dealing with serious threats and risks:

$152
million
is the annual cost of downtime for financial services organizations.
Source: Splunk
45%
of financial institutions
experienced critical infrastructure attacks in Q3 2024.
Source: BlackBerry
Malicious Attacks
were the top attack vector in the finance sector in 2024.
Source: IBM
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Comprehensive IT Services for the Financial Industry

Techmedics’ financial services IT solutions help protect personally identifiable information, enhance your organization’s cybersecurity posture, and ensure adherence to industry regulations.

Managed IT Services

Fix slow or malfunctioning systems, address compatibility issues, and set up remote collaboration solutions through our remote and onsite IT support for financial services.
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Co-Managed IT Services

Leverage the expertise of our IT pros while retaining control over select IT areas. This setup is ideal for businesses that have internal IT staff but lack the necessary personnel to handle certain technologies or tasks.
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Cybersecurity

Our financial services cybersecurity solutions keep your company protected from various threats through 24/7 threat monitoring, network security solutions, and managed detection and response.
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Cloud Computing

Leverage secure remote access to data and applications, easily scale resources up or down based on demand, and ensure resilience during outages or cyber incidents by embracing the cloud.
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IT Consulting

Need help with strategic technology planning or cost optimization? Our IT consulting services can improve your IT operations while driving business growth.
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Physical Security

Control building access, monitor activity, and protect your people and assets through badge systems and biometric scanners to surveillance cameras and motion detectors.
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Backup & Disaster Recovery

Protect your data and keep operations moving with automated backups and reliable disaster recovery. Avoid costly downtime through business continuity solutions that keep your systems accessible.
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Private Cloud

Retain control and security over your data and IT environment without managing the underlying cloud technology yourself. This mitigates the risk of data breaches and simplifies regulatory compliance.
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Regulatory Compliance

We help your business meet regulations like SOX, GDPR, and PCI DSS by performing risk assessments and gap analyses, developing policies, and providing continuous auditing and monitoring.

Specialized IT Services for the Financial Industry

Techmedics isn’t just another managed IT services provider. We are your technology partner who
understands the distinct IT needs and regulatory pressures of each finance sector. 

Banks and Credit Unions

These sectors require robust and reliable IT systems like complete security for ATMs and banking platforms, along with a scalable infrastructure to support growth. They also face stringent regulations like the Bank Secrecy Act, GLBA, and state-level regulations.

Techmedics offers business continuity services and cybersecurity solutions for banks and credit unions that protect them from security incidents while ensuring compliance with regulatory requirements.

banking-atm

Accounting

With the shift to digital record-keeping, accounting firms need a strong cloud infrastructure, document management systems, and a high level of data integrity. The accounting sector must also follow regulations like SOX and AML.

These organizations can leverage Techmedics’ IT support for accountants, which includes cloud infrastructure support and cybersecurity solutions. Additionally, they can take advantage of more advanced and comprehensive security services to meet industry standards.

accounting-desk

Insurance

Insurance companies need dependable IT to manage vast amounts of data like personally identifiable information (PII), protected health information (PHI), policy and claim data, financial records, and more. Many insurance companies are challenged with upgrading outdated technology platforms that don’t meet modern business or customer needs.

That’s why Techmedics offers IT consulting for insurance companies, helping carriers and agencies audit existing systems, transition legacy platforms to the cloud, and replace outdated hardware. We also provide managed IT services for insurance companies looking to stabilize their IT infrastructure and support their end-users with day-to-day IT support.

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Financial Advisory

Financial advisors require secure platforms when managing client portfolios, dealing with sensitive information, and planning investments. They also need secure communication channels and specialized software for portfolio management and compliance tracking. This technology relies on a highly available and secure infrastructure.

Techmedics offers financial services IT consulting through cloud and digital transformation, including migrating to secure cloud platforms and enabling remote access for remote workers. With managed IT services for financial firms, Techmedics manages proactive monitoring and maintenance, cybersecurity and helpdesk support.

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Payment Services

The payment services sector demands high availability and performance. Cybersecurity and financial fraud are a major concern as well, with cybercriminals committing DDoS attacks, card skimming, credential theft and account takeover.

Techmedics managed IT services for the payment services sector helps solve these challenges through 24/7 monitoring, incident response, disaster recovery, and managed detection and response. Our IT consulting services can also assist with compliance readiness, audits, and infrastructure modernization.

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Wealth Management

Wealth management firms constantly handle the sensitive data of high-net-worth individuals (HNWI), making them high-value targets for cybercriminals. In addition, the industry is subject to strict regulations from FINRA and the SEC, including GLBA, SOX, and GDPR/CCPA.

Techmedics’ advanced endpoint protection, network management services and comprehensive compliance audits help secure client data from a wide range of cyberthreats while our managed IT solutions help create a seamless and modern experience for your clients.

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Financial Technology

Fintech businesses need scalable IT infrastructure to ensure efficient system performance and handle massive real-time data without latency. Fintech companies operate in a highly innovative but heavily regulated space, where Managed IT Services and IT Consulting can help balance cybersecurity, compliance, scalability, and agility.

Our managed IT and cybersecurity solutions help fintech companies leverage scalable and resilient IT environments. And through IT consulting, we can help develop a secure cloud strategy and implement solutions that can integrate with each other.

financial-technology-showing-in-screen

Managed Detection & Response

A secure IT environment keeps your business competitive and builds long-term client relationships. Here’s how Techmedics helps:

Data Protection

Your data’s security is our priority. That’s why we implement solutions like encryption, access controls, secure storage, and dark web monitoring to prevent unauthorized access to financial records and transaction data.

Email & Phishing Security

Reduce the risk of financial fraud by blocking phishing attempts and business email compromise through advanced threat detection, phishing simulations, and multifactor authentication.

Secure Remote Access

Implementing hybrid work? Our team keeps your operations safe while ensuring productivity through secure collaboration tools, VPNs, identity management systems, and security access training.
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IT Support Built Around Your Operations

Financial organizations like yours can’t rely on reactive IT support. At Techmedics, your business can benefit from proactive support designed to enhance uptime and address issues before they become outages.

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Industry-specific IT Expertise

Our support teams are trained in accounting, banking, and insurance processes and familiar with software like QuickBooks, Sage, SAP, Fiserv, and others. We’re also knowledgeable about your uptime, data sensitivity, and compliance needs.

Rapid Response, Minimized Downtime

When operations are fully optimized and supported, your employees remain productive, and your customers are happy. We regularly conduct proactive system monitoring and prioritize time-sensitive issues like tax deadlines and end-of-day (EOD) closings.

Reliable Application & System Support

We’re always here if something goes wrong with your IT environment. Our team promptly troubleshoots and resolves hardware and software issues, integrates existing systems, and configures critical financial tools based on your needs.

Remote & Hybrid Workforce Enablement

Techmedics supports remote and hybrid work environments through remote monitoring and management, including streamlined staff onboarding/offboarding, and financial services technology consulting.

Cloud and Infrastructure Services

As part of an industry with high and unique demands for security, performance, and compliance, financial firms need a robust IT backbone that’s both secure and scalable. Here’s how Techmedics’ finance cloud services deliver:

Secure Client File Access

Sensitive data is always protected through client portals configured with multifactor authentication, role-based access controls, audit trails, session timeouts, and end-to-end encryption.

Flexible Data Availability

Need seamless data access across offices or remote teams? Our cloud-based IT environments let you access data anytime, anywhere from any internet-connected device.

Reliable Business Continuity

Never worry about outages again with automated backups and disaster recovery. Our engineers can create a business continuity strategy that enables you to seamlessly switch operations if your primary systems go down.

Resilient Scalability

Thanks to our cloud-based solutions, your financial firm can easily scale resources as you grow without buying new equipment or hiring new teams. Plus, our IT environments can adapt to fluctuating workloads.

Compliance and Risk Management

Techmedics isn’t just your typical IT provider. We are also your strategic compliance enablers that help you adhere to industry standards and reduce operational risk.

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Audit Readiness & Documentation Support

Our team maintains detailed audit trails to easily track access, usage, and changes. Workflow documentation and version control are also provided to ensure accountability and transparency.

Data Loss Prevention

Prevent unauthorized access, centralize files, and enforce retention policies through document management systems. We also enable secure remote collaboration with encrypted file sharing.

Regulatory Alignment & Compliance

Ensure your IT environment’s compliance with regulatory requirements like SOX, GLBA, PCI DSS, FINRA, and GDPR through policy enforcement, data integrity checks, and access logging.

Operational Risk Reduction

With vulnerability assessments and gap analyses, compliance risks are quickly identified and resolved. Staff training and secure onboarding/offboarding processes also help mitigate human error.
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Trusted Expertise with a Local Presence

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Why Financial Leaders Trust Techmedics

Are you constantly worried about keeping your financial firm protected from cyberthreats and compliant with regulatory requirements? Techmedics is here to assist.

We are a team of highly skilled IT experts providing managed IT services to financial firms of all sizes in the following areas:  

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Compliance-ready Solutions

With us, you can benefit from continuous threat detection and vulnerability scanning, security settings aligned with various frameworks, and scalable architecture that adapts to changing regulations.

Quick Response Times

Suffered a ransomware attack or data breach? Techmedics resolves support tickets during your first call. As a result, we have a 70% first-call resolution rate and a 98% customer satisfaction score. 

Thorough Understanding of Financial Risks

Techmedics helps you meet regulations through customized compliance solutions. In addition, our cybersecurity services are designed for financial-grade protection, ensuring robust data security.

Proactive, Not Reactive 

Your company’s IT issues must always be resolved quickly. That’s why we leverage proactive solutions like scheduled maintenance and 24/7 monitoring that identify problems before they result in downtime.

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Let Techmedics take the hassle out of implementing and managing IT solutions for your financial firm. Talk to our experts today for a risk-free consultation.

Pasadena, CA

45 S. Arroyo Pkwy. Ste. 104 Pasadena, CA 91105

Dallas, TX

2451 W. Grapevine Mills Cir. #541 Grapevine, TX 76051

Denver, CO

383 Corona St. Ste. 100 Denver, CO 80218
877.832.4180
info@techmedics.com
Most reviewed Managed Service Provider in Dallas from The Manifest
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IT Services for Financial Industry: FAQs

What’s the Difference Between General IT Support and Finance-specific IT Solutions?

Can Techmedics Customize IT Solutions to Fit Our Firm’s Specific Workflows?

Do Techmedics’ IT Solutions Support Remote Access for Financial Professionals?

How Do You Help Minimize Downtime for Financial Systems?

What Cybersecurity Protections Do You Offer for Financial Data?

How Can Techmedics’ IT Solutions Help with Compliance in the Financial Industry?

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