Financial IT Services

Financial IT Services in Charlotte, NC

As a business within the financial services industry, you specialize in working with money, personal information, and many other valuable assets. Because you work with such high-stakes valuables, your business will become the focal point of external threats stemming from cyber criminals and other hackers looking to siphon off important information from your company as well as clients. 

Due to this threat, one of the top-selling points for your firm, beyond your ability to handle money, is how well you protect your client’s information. FDIC and other insurance offerings only go so far. And even then, if your firm experiences a data breach, there is a strong possibility current clients will begin to look elsewhere for their financial services, while future customers might avoid your business altogether.

All of this can be avoided with the help of IT for financial services offered by our company here at Charlotte IT Solutions. We are a locally run and operated IT firm dedicated to providing you with the highest level of financial IT services around.

WE CAN PROVIDE IT FOR YOUR FINANCIAL SERVICES WITH THE FOLLOWING:

financial IT services
THE LATEST SECURITY YOUR BUSINESS NEEDS
KEEPING YOUR TEAM AT PEAK PERFORMANCE
IT for financial services charlotte nc
TOP-RATED CUSTOMER SERVICE

GET YOUR FREE IT CONSULTATION

We would love to show you how we can become your IT solutions business partner and customize a package for your IT needs.

OUR IT EXPERTISE

MANAGED IT FOR FINANCIAL SERVICES

Responsive and proactive ongoing management of your entire network to keep financial services companies up and running.

MANAGED IT SECURITY

Ongoing protection and security monitoring for the latest threats and hackers targeting the financial services industry.

STRATEGIC IT PROJECTS

We sit with you to strategically plan your technology and deploy your projects to make you more competitive in the financial sector.

NETWORK MANAGEMENT

We become your trusted technology management partner so you can focus on running your financial services company.

SECURITY & COMPLIANCE

We provide expert cybersecurity protection, industry compliance, and regulation assistance that meets cyber insurance standards for the financial services sector.

DEVICE & INVENTORY MANAGEMENT

Our team provides detailed asset management and proactively reports on device health.

REMOTE IT HELPDESK SUPPORT

Our team can handle your challenges quickly through remote support directly with your team to limit downtime and handle risk management.

IT NETWORK MONITORING

Ongoing reporting and strategic calls will provide an executive summary of our performance.

ONSITE IT SUPPORT

Our technicians work for us and are spread throughout the Carolinas for fast onsite support if needed.

OUR COMMITMENT TO THE FINANCIAL SERVICES INDUSTRY

Our team at Charlotte IT Solutions has been working with many clients in the financial services industry and built long-lasting relationships. Through this experience, we have insights into the individual needs that different financial firms have. 

There are vast regulatory differences from the insurance to the banking industry, and it’s important that you don’t waste time, effort, and money on solutions that don’t protect your critical data and systems in the best possible way. 

We will make a full assessment of your current systems using advanced analytics and do a full risk assessment of cyber attacksWith that level of detail, you can then review what your most critical investments are through a tailored solution.

DEDICATED IT SUPPORT FOR FINANCIAL SERVICES COMPANIES

Even with the best planning and largest budgets in the world, financial institutions in general and digital banking specifically are some of the most targeted areas for cybercrime. And when you add in the fact that hardware and software systems can fail at the worst possible time, financial firms need the confidence that comes with a dedicated support team. 

At Charlotte IT Solutions, we have technicians and engineers available 24/7/365 to deal with all types of IT problems. We will analyze, diagnose and aim to remotely fix as many problems as possible. And when an on-site visit is necessary, then we have people ready to help out. This ensures that you suffer the shortest possible downtime.

ADVANTAGES OF OUR MANAGED IT SERVICES

ONE SINGLE SERVICE PROVIDER

Many financial companies that we have partnered with ended up juggling multiple service providers for all the different requirements they had. Some of this is due to highly specialized requirements that might not be applicable to all financial firms. 

Because we don’t take the one-size-fits-all approach, you can gain the advantage of having all your IT needs managed and supported by one company. 

Not only does that make your own processes a lot more efficient, but this also reduces the costs significantly. And gaining efficiency with reduced costs will always make financial companies more competitive.

MAINTAIN REGULATORY COMPLIANCE

Banks, broker-dealers, financial planners, and many other financial institutions all have very diverse regulatory requirements when it comes to the data they store. 

And with growing digital transformation happening in financial services, there is an increasing need for having an experienced IT service provider to help you navigate those regulations. 

As a business owner, you need to be aware of those regulations, but it would be a major distraction from your day-to-day operations and priorities to try and manage them yourself. 

By having one dedicated managed IT provider, you’ll have the peace of mind that you remain fully compliant without all the distractions that come with managing an in-house team.

ADAPT FAST TO CHANGES

Any financial institution that fails to keep up with technological advances like cloud and artificial intelligence solutions won’t remain competitive for very long. But more importantly, emerging technology is also available to hackers and cybercriminals. 

And if your systems are open to attack, then they will become the prime target for such criminal activity. Our team at Charlotte IT Solutions invests a lot of time and effort into training and upskilling for emerging technologies. 

As a result, you’ll always have the opportunity to stay one step ahead of criminals. And by staying at the cutting edge of technology, you’ll be in a much better position to effectively and efficiently run your business processes.

GAIN RELIABILITY AND REDUCE DOWNTIME

Security risks exist in every industry, but they can be particularly devastating in the financial sector. Beyond the risks of losing confidential and structured data, businesses can also encounter system disruptions that impact the most important processes. And with a digital transformation comes an increased reliance on IT systems for practically every business process. 

With our team at Charlotte IT Solutions, you’ll have the peace of mind that your systems will be more robust and reliable, making them less likely to fail. And even if the inevitable happens, you’ll have a support team to ensure you’re back up and running in no time. 

That will significantly impact your customer satisfaction rate and ability to remain competitive.

Take Network Security Seriously

Cybercriminals are always looking for quick scores and easy ways to steal information from unsuspecting victims. However, they will look to target businesses such as your own simply because of the kind of information you work with. 

Cybercriminals can access names, email addresses, phone numbers, and even credit card data from just about any business out there. With yours, there are extra incentives for them to target you, which is why you need to do whatever you can to enhance network security. Here at Charlotte IT Solutions, we fully understand your network security is only as good as the weakest link. 

This is why we will perform a complete network audit, pinpoint where the weak spots are, and focus on improving not just the obvious security access points but these weak links that are often brushed to the side. Our team at Charlotte IT Solutions fully understands the regulatory and overall risk requirements of financial institutions.

it for financial services

CLOUD ENHANCEMENTS FOR FINANCIAL INSTITUTIONS

financial it services

There are times when you need to access financial records at a moment’s notice. Whether a trade is imminent or assets need to be unloaded in a timely fashion, when time is critical, your business has to be able to rely on the cloud.

But not all cloud services are suitable for all kinds of businesses. There are certain cloud service providers that will function more efficiently with a financial firm than a medical facility or a manufacturing company. 

Nothing is ever one-size-fits-all for us. We not only can help identify the optimal cloud services for financial institutions, but we will assist in managing the account as well.

NETWORK UPGRADES FOR FINANCIAL FIRMS

There are enough applications and hardware to consider to make your head spin. You have so much else to focus on in the financial services sector that it isn’t possible to stay up to date on all the latest and great software titles and pieces of hardware designed to enhance your firm’s productivity and user experience. 

Thankfully, when partnering with Charlotte IT Solutions, you don’t have to worry about pinpointing the best applications and equipment for your financial services firm. We are able to do that for you. And with the extensive experience we’ve built through long-lasting relationships with financial firms, we’re in the best possible position to advise you on what will work best for your company. 

On top of working with network upgrades and bringing in the most optimal applications to your business, we will also stay on top of real-time updates. Letting your current applications and hardware lapse on updates can put your firm in harm’s way from cyber criminals. 

All it takes is one out-of-date piece of hardware or application that hasn’t been optimized for your network to leave just enough of a gap for cyber crooks to strike. We’ll make sure that gap is taken care of.

Secure Your Firm's IT Department With The Aid Of Charlotte IT Solutions

When it comes to the financial services you offer clients, you don’t want to fret about external threats or cyber hacks. You have other things to focus on to be able to compete with other financial firms. 

That is why you need to let the professionals here at Charlotte IT Solutions take care of all your IT service needs. 

From network security to making sure you can always access your financial data wherever you are in the world, all while providing you with 24-hour-a-day, 7-days-a-week tech support, we are here for you.

CALL US FOR A FREE CONSULTATION

To learn more about the kind of services our team can provide your financial firm, and to discover just how important it is to partner with an IT provider that designs infrastructures specifically for your needs, so it fits like a glove, give our friendly customer service staff here at Charlotte IT Solutions a call or send us an email at your earliest convenience.

You can take full advantage of our free consultation, where you will learn exactly how efficient and effective it can be to outsource your IT requirements.

FRUSTRATED WITH YOUR CURRENT IT PROVIDER? LET’S TALK.