Tailored IT support crafted to meet the distinct needs and regulatory demands of financial institutions
Secure, compliant, always-on technology for financial firms.
Financial services firms are facing unprecedented pressure. On top of market volatility and evolving client expectations, a rising tide of cyber threats and regulatory scrutiny makes choosing the right technology partner more important than ever. IT Solutions Technology Partners gives financial institutions an IT foundation that protects client data, keeps operations running, and turns compliance from a burden into a point of trust.
Tackling IT Challenges in Financial Services.
Financial firms operate under intense regulatory scrutiny, constant
cyber threat, and pressure to keep operations running without interruption.
We help financial services firms:
Meet Overlapping Regulatory Demands:
Align controls and documentation to SSAE 18, SOC 2 Type II, PCI-DSS, and SEC and FINRA expectations, with compliance and vulnerability assessments that surface gaps before an examiner does.
Defend Against the Sector's Top Threat:
Financial services is among the most-targeted industries for cyberattacks. Layered defenses, Zero Trust access, and 24/7 monitoring with AI-driven analytics detect and contain threats early.
Protect Sensitive Client and Financial Data:
Guard against data loss and unauthorized access with data loss prevention, real-time monitoring, and custom security controls tailored to your risk profile.
Keep Operations Always-On:
Maintain uptime for trading, banking, and client-facing platforms with resilient infrastructure, secure hosting, and proactive disaster recovery planning.
Enable Secure Mobility:
Give advisors and staff fast, secure access to financial data in the office, at home, or on the move, backed by 24/7 support.
Support Audit and Examiner Readiness:
Keep documentation and evidence in order with internal audit support and compliance reporting, so reviews and examinations are less disruptive.
Moving Your Business Forward
Our expertise spans the diverse needs of financial institutions, delivering IT support tailored to how care actually gets delivered.
Financial Consulting Firm Chooses IT Solutions for Advanced Security & Compliance Support
Strategic Banking Partners sought an IT partner with an off-site hosting solution and dedicated team for ongoing support. Our private cloud solution with Office 365 proved to meet their strict security and compliance needs and offered the scalability to sustain their growing business portfolio.
Total IT Financial Services is the managed IT program that IT Solutions Technology Partners built for financial firms. It combines infrastructure and endpoint management, cybersecurity, a financial services-experienced service desk team and Strategic Advisor, and rapid support in one program, available fully managed or co-managed.
Total IT Financial Services – SEC includes everything in Total IT Financial Services, plus enhanced cybersecurity governance, risk management, and SEC-focused compliance services designed for Registered Investment Advisers (RIAs), wealth management firms, broker-dealers, private equity organizations, and other SEC-regulated firms. By combining managed IT with SEC-focused governance and advisory, firms gain the operational support and regulatory alignment needed to manage risk with confidence. Available fully managed or co-managed.
Financial institutions are a top target, and regulators expect proof of protection, not promises. We combine layered defenses with compliance built around SSAE 18, SOC 2 Type II, PCI-DSS, and FINRA, so your firm can protect client trust and satisfy examiners at the same time.
Downtime in financial services means lost transactions and lost trust. Our managed IT keeps the platforms your firm runs on available and supported, with a responsive service desk and transparent, predictable pricing.
Get more from the cloud with IT Solutions Technology Partners’ end-to-end cloud services, built to improve efficiency, security, and scalability. Whether you are assessing cloud readiness, migrating workloads, or managing cloud infrastructure, our collaborative approach makes for a secure transition tailored to your cloud journey.
Financial services firms are moving quickly to adopt AI to improve productivity and client service, but success requires more than selecting the right tools. Our AI Governance & Enablement Practice helps you securely adopt, govern, and manage AI across your organization, so you can realize its value while maintaining control over risk, security, and regulatory requirements.
Technology is a competitive advantage in financial services, not just an operating cost. As an ITS client, you get a designated Strategic Advisor and virtual Chief Information Security Officer (vCISO) guidance to reduce technical debt, strengthen security, and align IT investments with your growth and regulatory obligations.
Migrating platforms, opening an office, or modernizing legacy systems calls for careful project work in a regulated environment. Our Professional Services team plans and delivers these projects with a client-first process, so the work gets done without disrupting operations or compliance.
How Our Managed IT Solutions Support Financial Services Organizations
Secure, resilient, and compliant IT built for financial institutions.
Resilient Infrastructure
Financial services organizations need high-performance, always-available IT. Whether you run on-premises, hybrid, or full-cloud infrastructure, our secure hosting and private cloud options provide fast, secure access to financial platforms and keep operations continuous. Data backups and proactive disaster recovery planning support business continuity, so trading, banking, and client-facing platforms stay available and you can focus on your bottom line.
Advanced Security & Compliance
Financial institutions are a leading target for cyber threats, which makes security and compliance non-negotiable. Our approach combines layered defenses with 24/7 monitoring with AI-driven analytics to detect and neutralize emerging threats, data loss prevention with real-time monitoring for unauthorized or suspicious activity, and custom security controls tailored to your firm’s risk profile. It all aligns with SSAE 18, SOC 2 Type II, PCI-DSS, and FINRA, providing the protection and peace of mind you need to focus on growth and client trust.
Flexible Access & Secure Mobility
We give professionals secure, fast access to critical financial data in the office, at home, or on the move. Our scalable hosting keeps connectivity uninterrupted, backed by 24/7 expert support so your operations keep running anywhere, anytime.
Compliance & Examiner Readiness
Meeting regulatory obligations is easier when the evidence is already in order. Compliance and vulnerability assessments scan for gaps against FINRA, SEC, SSAE 18, and PCI-DSS, and internal audit support helps with compliance reporting and security readiness, so examinations and audits go more smoothly. Behind it all is deep experience in financial services, regulatory compliance, and risk management.
IT Strategy & Business Advisory
Technology is a competitive advantage, not just an operational necessity. Our Strategic Advisors and vCISOs help firms reduce technical debt, prepare for what is next, strengthen security, and align IT investments with business goals to drive sustainable growth.
Compliance with SSAE 18 validates that ITS meets high standards for security, confidentiality, and operational reliability. Our infrastructure and internal controls help financial firms operate within strict regulatory guidelines while keeping sensitive data secure
PCI Compliance
ITS secures payment processing and financial data handling with end-to-end encryption, access controls, and proactive monitoring to help prevent fraud and data breaches.
SOC 2 Type II Compliance
Our SOC 2 Type II compliance confirms that IT Solutions Technology Partners meets rigorous security, availability, and confidentiality standards to protect sensitive client data. This independent validation assures financial firms that we are a dependable IT partner.
Certified Microsoft Solutions Partner for Modern Work
Recognized by Microsoft for expertise in secure, scalable cloud solutions, ITS helps organizations get the most from Microsoft 365, Azure, and hybrid cloud. From migrations to advanced security and compliance, we provide strategic guidance to support productivity, collaboration, and growth.
Exceeding expectations every time.
“All the network infrastructure and system improvements have put us well ahead of the curve compared to most other accounting firms. Everything works better and faster. Downtime is practically non-existent. Most importantly, we are comfortable with IT Solutions and are confident that they have enough depth to do whatever we need. We look at IT Solutions as our partner in IT.”
David B
Partner CPA Firm
“IT Solutions has been amazing. They’re true partners who understand our business, our team, and our budget. They’ve stabilized our systems in a cost-effective way, often going beyond our expectations.”
Jason Meyer
CEO Synergy Billing
“The ITS team is very skilled and diligent. They worked very hard to come up with a solution for us. I believe their skill set is far superior to our previous provider.”
Anna Mauti
The Hull Group
Your Security and Efficiency Shouldn't Be a Gamble
From regulatory readiness to always-on operations to defending against the sector’s top threats, our financial services IT team keeps your firm secure, compliant, and running. Let’s talk about what your firm needs.
A: ITS provides managed IT, cybersecurity and compliance, AI governance and enablement, strategy, and professional services for financial firms, along with industry-specific solutions. This includes secure hosting and private cloud, 24/7 monitoring with AI-driven analytics, data loss prevention, disaster recovery, compliance and vulnerability assessments, and a Financial Services-designated Strategic Advisor and service desk team.
A: Total IT Financial Services provides managed IT, cybersecurity, regulatory alignment, and strategic technology support tailored for financial firms. Total IT Financial Services – SEC includes everything in that program, plus a designated vCISO, cybersecurity governance and risk management services, SEC-focused readiness workshops, and regulatory alignment guidance for firms subject to SEC requirements. If your organization is SEC-regulated, Total IT Financial Services SEC is typically the better fit.
A: ITS aligns with SSAE 18, SOC 2 Type II, and PCI-DSS, and supports FINRA and SEC expectations. Compliance and vulnerability assessments scan for gaps against these standards, and internal audit support helps with compliance reporting and examiner readiness.
A: ITS helps firms build the monitoring, detection, and documentation needed to respond quickly to incidents. This matters because financial firms face strict reporting obligations. Under the SEC’s cybersecurity rules, public companies must disclose a material cybersecurity incident on Form 8-K within four business days of determining it is material, alongside FINRA and state requirements such as New York DFS.
A: ITS uses layered security including Zero Trust architecture, data loss prevention with real-time monitoring, 24/7 threat detection with AI-driven analytics, and custom security controls tailored to your firm’s risk profile, reducing the risk of unauthorized access and data loss.
A: Yes. ITS provides resilient, high-availability infrastructure and secure hosting with private cloud, hybrid, and on-premises options, plus secure mobility so advisors and staff can access financial data safely from anywhere, backed by 24/7 support.
A: Yes. ITS offers fully managed and co-managed support and tailors solutions to the size and regulatory profile of the firm, from community banks and advisory practices to larger institutions.
