Skip to main content
Get Started ↗
FINANCIAL SERVICES AND INSURANCE

Invest in Your Firm's Security
WITH MANAGED IT

When your industry requires advanced cybersecurity as a standard, you need a provider you can trust to get the job done.

  • 24/7 IT SUPPORT
  • 12 US MARKETS
  • FREE CONSULTATION
Get a Free Network Assessment ↗ Schedule a Meeting ↗
OUTDATED IT CAN CAUSE

Keep Sensitive Information Where It Should Be

In a field that values privacy and security above all, outdated IT can cause a massive impact on your business, such as:

  • High risk of cyber attacks and data breaches
  • Loss of customer trust
  • Regulatory compliance issues
  • Financial loss and theft
  • Diminished reputation

Advisory firms, insurance agencies, trust companies and lenders all hold the same thing: a client's money and the record of it. That is what an attacker wants and what an examiner asks about.

MANAGED IT SERVICES

Secure your digital infrastructure with Managed IT for finance and insurance

Let ITS apply multiple layers of security to your data so you can focus on building your clients' trust.

Cybersecurity
Layered protection for client account data, wire instructions and email, the three things an attacker goes after first in an advisory or agency practice.
Managed IT
Day to day management of the systems your advisers, producers and back office run on, so a portfolio review is never held up by a workstation.
Co-Managed IT
Extra hands and specialist depth alongside the one or two people who already run IT at your firm, including during an examination.
Cloud Computing
Hosted infrastructure and file storage that keeps client records where you can control access to them, with the logs to show who opened what.
Compliance
Support for the IT side of FTC Safeguards, Reg S-P and examination requests: documented controls, evidence you can hand over, and someone to answer the technical questions.
VoIP Phone Systems
Recorded, routed and archived calls for a practice where a client conversation is part of the file, not just a phone call.
Data Analytics
Reporting on the operational data you already hold, so you can see book growth, service load and renewal patterns without exporting to a spreadsheet.
Business Internet
Circuits and failover for an office where a dropped connection during market hours is not an inconvenience, it is a trade you did not place.

Two neighbours worth knowing about: FINRA compliance owns broker-dealer obligations and FTC Safeguards owns the rule for non-bank financial institutions. For the long-form version of this page's subject, read the ultimate guide to managed IT for financial institutions.

MANAGED IT DELIVERS

Protect What Matters Most With Managed IT

When your business relies on trust, you need a managed service provider you can count on. Managed IT can help you build that trust and keep it:

  • Client Communication
    Keep your communication lines open and secure so you can address client concerns quickly and effectively.
  • Secure Access Anywhere
    Access data any time and anywhere in the world, securely.
  • Threat Monitoring
    Protect sensitive information and customer data at all times with 24/7 threat monitoring, detection and response.
  • Data Analytics
    Make smart, data-driven decisions to grow your business' value.
  • Infrastructure Management
    Keep your IT infrastructure running smoothly and securely.
  • Regulatory Demands
    Meet the strict compliance demands of your industry with the help of managed cybersecurity.
SATISFIED CLIENT TESTIMONIAL

Hear It From Firms Like Yours

“Business owners need to focus on generating revenue and what they do best. When you hire someone like ITS, it allows you to focus on your business and staying profitable.”

Jeff Hoekstra Greenleaf Trust
IT RESOURCES

IT Resources for the Finance and Insurance Industry

Browse the Learning Center to find out how Managed IT services can help secure financial and insurance data.

The Ultimate Guide to Managed IT for Financial Institutions cover

The Ultimate Guide to Managed IT for Financial Institutions

The critical need for robust Managed IT in the finance sector, how technological advances have introduced new threats, and what Managed IT delivers: security, operational efficiency and compliance support.

See the Guide
Cost of hiring an MSP for financial institutions article cover

How Much Does It Cost to Hire an MSP for Financial Institutions?

Why IT spending is a necessity rather than a choice given the rules and the threats, a clear range for what to budget for Managed IT, and the factors that move the number.

Read More
Investment Counsel Company success story cover

Why an Investment Consulting Firm Trusts ITS for 10 Years and Counting

For a decade The Investment Counsel Company has trusted ITS with its IT. This success story shows how personalised, round the clock service let ICC focus on managing client assets with confidence.

Read the Success Story
FAQ

Finance and Insurance IT Questions, Answered

4. What locations does Intelligent Technical Solutions serve?

ITS serves businesses across the United States. With a strong presence in key locations, you can easily connect with a local team to discuss your technology needs. Our main service areas include Chicago, Detroit, Las Vegas, Los Angeles, Oakland, Olympia, Phoenix, Portland, Reno, Sacramento, San Francisco and Seattle. No matter where you are located in the US, ITS can provide the expertise you need to grow your business.

2. How do I reach support when something is down?

You can pick up the phone and reach a service coordinator, or open a ticket. If the issue is urgent we connect you with the next available technician, and a user or a system being down moves the request to the front of the queue. Support runs 24/7 for all our clients. You can also call us on 888-969-3636.

3. Do you work with examiners, or only with our IT?

We work with your IT, and we produce what your examiners ask for. When an SEC or FINRA examination or an FTC Safeguards review reaches your technology, the questions are about controls: who has access to client records, how that access is logged, how data is backed up and how you would keep operating. ITS runs those controls and keeps the evidence current so you can hand it over. We are not your compliance consultancy and we do not write your policies or advise on the rules themselves. If you want the long version before you talk to anyone, our ultimate guide to managed IT for financial institutions covers it, and FINRA compliance covers broker-dealer obligations specifically.

Invest in Securing Your IT Infrastructure Today

Let the experts focus on your IT needs, so you can focus on building your clients' trust. Schedule a free consultation and get answers to your most pressing network and security questions.

Get a Free Network Assessment ↗ Schedule a Meeting ↗