IT Support for Financial Services
Optimising IT is a B Corp Certified IT provider with bespoke, scalable services for financial companies. We have been involved in IT support for financial services for over 10 years, approaching every partnership with honest, proactive and scalable solutions that are tailored to each organisation.
Where We Can Help
IT Challenges Facing Financial Services Businesses
We understand how the financial sector requires data to be secure, uptime to be consistent, support to be responsive and for systems to maintain compliance with FCA standards.
Whether you need fully managed IT support, leading consultancy, enhanced cyber security or assistance with solutions like cloud migrations, our team is here to work alongside your business and internal IT teams to ensure your infrastructure is monitored 24/7, business and client data is secure, disaster recovery strategies are in place and scale solutions to meet your organisation’s evolving requirements.
Managed IT Services for Financial Services
Proactive IT Support & Monitoring
The proactive solution to identifying issues before they cause disruption. Our managed IT support covers both remote and on-site solutions, management of licenses, IT procurement, network and infrastructure support, and options for co-managed support, which reduces risk of cyber attacks, minimises downtime and scales along with your budget.
Cyber Security
We integrate cyber security into every bespoke service plan, so you can ensure your organisation can operate with all necessary solutions in place that safeguard your data. We can help you achieve Cyber Essentials compliance, proactively monitor your systems to detect and respond to threats, offer security awareness training and continually assess your systems to ensure your business’s compliance and security is upheld to the highest standards.
Microsoft 365 & Cloud Services
IT support for financial companies should include full cloud services, whether it’s a migration, optimising existing setups or enhancing data security with cloud backup services. We offer the ideal cloud services that offer the accessibility and security your organisation needs.
Backup & Disaster Recovery
Financial services businesses rely on continuous access to important systems and data. Our cloud backup services protect your business-critical data and give you a reliable route to recovery following data loss, outages, cyber incidents or other disruption. With the right backup and disaster recovery strategy in place, your organisation can restore access to essential systems and minimise the operational impact on your teams and clients.
IT Strategy & Consultancy
Technology shouldn’t stand still while your organisation moves forward. Our IT consultancy gives you expert guidance on your infrastructure, technology risks, future priorities and IT investment. We can develop a practical technology roadmap around your business plans and support you as security, regulatory and technology requirements evolve.
Prevent Cyber Attacks
Cyber Security for Financial Services
Phishing, ransomware, credential theft and other cyber threats can put your data at risk and cause significant disruption if the right safeguards aren’t in place. Our managed cyber security services provide layered protection for the financial services sector. We combine proactive monitoring and threat detection with preventative controls, response planning and recovery measures to build security around the way your organisation operates.
Need a clearer picture of your existing risks? Our cyber security consultancy can assess your current environment, identify vulnerabilities and help you prioritise improvements.
Services
Supporting Compliance & Operational Resilience
Regulatory requirements place considerable responsibility on financial services businesses to manage technology and cyber risk. Your IT environment needs appropriate systems and controls, but it also needs to support the continued delivery of important business services when disruption occurs.
Optimising IT works alongside your organisation to strengthen operational resilience through proactive IT management, cyber incident planning, backup and recovery, as well as management of technology risks. Our cyber security consultants can also help you understand weaknesses within your existing environment and determine where improvements should be prioritised.
Protecting Financial & Customer Data
Keeping financial and customer information secure requires protection at every point where your employees access, store or share data. A compromised account, poorly managed permissions, or an unsecured device can expose information even when the rest of your infrastructure is protected.
We take a layered approach to data security. This can include multi-factor authentication, carefully managed user permissions, secure cloud environments, endpoint protection and reliable data backups. Employee security awareness also adds another line of defence by helping your people recognise suspicious activity and avoid common cyber threats.
Who we work with
IT Support for Different Financial Services Businesses
Financial Advisers & Wealth Management
Financial Advisers & Wealth Management
Client relationships depend on having secure and reliable access to the information your teams need. We support financial advisers and wealth management businesses with managed IT services that protect client data, keep systems available and give employees secure access when working remotely or across different locations.
Insurance Businesses
From customer records to policy information, insurance teams need dependable access to business-critical systems throughout the working day. We can manage and monitor your IT environment, strengthen security and put appropriate continuity measures in place, with responsive support available when your employees need assistance.
Fintech & Growing Financial Businesses
Growth can quickly put new demands on your technology. We help fintech and expanding financial services enterprises build scalable IT infrastructure, manage Microsoft and cloud environments and strengthen security as teams, systems and technology requirements develop.
UK-Wide Support
Supporting Remote & Hybrid Financial Services Teams
Your employees need secure access to systems and information wherever they are working. Our remote IT support gives teams access to responsive technical assistance while we manage the devices, endpoints and infrastructure supporting day-to-day operations.
We can also configure and manage Microsoft 365 to support secure email, file sharing, Teams and cloud collaboration across your organisation.
With support available across multiple UK locations, Optimising IT can provide a consistent managed service for businesses with employees working remotely, from the office or across several sites. Our IT support for financial services is available in:
Your New IT Partner
Why Choose Optimising IT for Financial Services IT Support?
Optimising IT takes a cyber-first, proactive approach that combines day-to-day support with long-term technology planning, security and resilience.
Our experienced team works alongside your organisation to understand how you operate, where your technology risks lie and what you need from IT as the business develops. With dedicated IT management and cyber security expertise, you get practical support built around your organisation rather than an off-the-shelf package.
We are a B Corp Certified IT provider, Cyber Essentials Certification Body, a Microsoft Solutions Partner Designation and ISO accredited provider that delivers straightforward advice, clear communication and IT decisions based on what’s right for your business.
Reviews
Don't Just Take Our Word for It
Contact UsSpeak to Our Financial Services IT Team
Need to improve your existing IT setup, strengthen cyber security or find a managed IT provider that understands the demands placed on the financial services sector?
We’ll take the time to understand your current technology, security and resilience requirements before recommending the right level of IT support. This could mean fully managing your IT environment or working alongside your existing team to provide additional expertise and resources.
Contact Optimising IT to discuss your requirements and find out how we can support your financial services business.
Contact Us
Ready for Faster,
Safer, Smarter IT Support?
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Financial Services IT Support FAQs
How can IT support help financial services businesses with compliance?
IT support can help financial services businesses put appropriate technology, security controls and processes in place to support their wider compliance responsibilities. This can include access management, data protection measures, cyber security, backup and recovery, and technology that supports operational resilience.
Compliance remains the responsibility of the regulated firm, but an experienced IT provider, like Optimising IT, can help you manage the technology and cyber risks that form part of that responsibility.
