Managed IT Services for Financial Services
Take your financial services firm to the next level with Succurri’s IT solutions, crafted to secure sensitive data, modernize technology infrastructure to support remote work, and drive operational efficiency.
- 24/7 Monitoring & Advanced Cybersecurity
- Fully Certified Team
- Dedicated vCIO
- Unmatched Customer Satisfaction
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Financial solution
Why Choose Succurri for Financial IT Solutions?
- 24/7 Monitoring & Advanced Cybersecurity
Protect client data from breaches with continuous monitoring and advanced security measures.
- Fully Certified Team
Work with experts experienced in the unique challenges of financial services IT.
- Dedicated vCIO
Get strategic IT planning tailored to meet your firm’s business goals.
- Unmatched Customer Satisfaction
Join the many financial institutions that trust Succurri with their IT needs.
Service Details
IT Solutions Tailored for Financial Services Firms
Financial firms face unique challenges in data security, compliance, and scalability. Succurri provides solutions designed specifically to address these needs and enhance your operations.
Cloud Solutions
Seamless migration and management of cloud services to enhance scalability and collaboration.
Cybersecurity
Robust security measures to protect your business from cyber threats and ensure data integrity.
IT Leadership Consulting
Strategic IT planning and consulting to align technology with your business goals
What Our Clients Are Saying
10 BENEFITS OF MANAGED IT SERVICES
FINANCIAL SERVICES SOLUTIONS
Overcoming Common IT Challenges in Financial Services _
Succurri-managed IT services help our financial service firm clients upgrade legacy systems, ensuring customer data privacy, management, and efficiency to achieve better productivity on their projects.
Financial services firms encounter several IT challenges, including improving legacy systems, ensuring customer data privacy, and enhancing cybersecurity. Here are the top three challenges and potential IT solutions for each:
Outdated Legacy Systems:
- Challenge
Legacy systems can slow operations and create vulnerabilities.
- Solution
Modernize your IT infrastructure with integrated financial software and cloud migration.
Data Privacy & Compliance:
- Challenge
Financial data is sensitive and must meet stringent compliance standards.
- Solution
Implement advanced encryption and strict data privacy policies while ensuring compliance with regulations like GDPR and FINRA.
Cybersecurity Threats:
- Challenge
Financial institutions are prime targets for hackers.
- Solution
Deploy advanced cybersecurity measures, train employees, and establish incident response protocols.
Mobile Workforce Optimization:
- Challenge
Remote work requires secure and efficient access to financial systems.
- Solution
Implement remote access solutions and secure mobile device management to enhance workforce productivity.
Meet Succurri
Over a Decade of Supporting Financial Services Firms
Succurri specializes in proactive IT management for financial service firms where we have turned business challenges and problems into solutions with second to none Client services and highly trained and certified IT professionals.
Our mission is to help firms secure their data, enhance productivity, and stay compliant in an ever-changing regulatory landscape.
Technology integrations
Technology Integrations for Financial Firms
Microsoft 365
Comprehensive suite of Office tools for collaboration and efficiency.
Redtail
CRM tailored for financial advisors to deepen client relationships.
eMoney
Simplified credit card processing solutions for financial services.
Intuit
Trusted accounting and tax preparation software.
Orion
Financial software for global accounting and reporting.
Entreda
Analyzes device security for financial firms to enforce best practices.
Smarsh
Unified compliance and e-discovery workflows for digital communications.
Citrix
Virtualization software enabling secure remote work for financial professionals.
What Sets Succurri Apart?
Service Comparison
What makes Succurri different
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Resources
Frequently Asked Questions
1. How is technology used in financial services?
Technology has a wide range of financial service applications. It can help:
- Optimize processes
- Improve the user experience
- Help create a hermetic security system
- Monitor risks and make adjustments accordingly
- Streamline customer relations and improve quality across the board
With that said, it’s necessary to ensure that the technology used is stable, robust, and secure. If not, it’s possible to jeopardize the areas that utilize technology and handle sensitive information.
2. What technology is transforming financial advisory services & how can Succurri help?
Artificial intelligence (AI) is among the biggest influences that are currently transforming the financial advisory services. Simply put, this type of technology allows advisors to create better predictions, personalize their solutions, and provide faster responses. At Succurri, we can upgrade your infrastructure nad manage your stack to ensure that you’re competitive from a technology perspective.
3. How can Succurri help improve your legacy systems?
If you have technology challenges to solve, including legacy systems that are rigid in nature, Succurri is a great alternative. In short, our team can assist in upgrading hardware and migrating your legacy systems. Thanks to our team, you can improve your internal systems and avoid experiencing even a minute of downtime.
4. Can you help us with data privacy?
Succurri offers a comprehensive approach to data security, including encryption techniques, secure cloud storage, and regular system audits to identify vulnerabilities. By upgrading your data protection methods, we ensure that sensitive information remains confidential and compliant with financial regulations.
5. What IT security services do you offer to prevent hacks?
Succurri provides a range of custom IT security services designed to keep your financial institution safe from potential cyber threats. We also offer continuous monitoring and real-time threat detection services to prevent ransomware, malware, and other attacks before they can compromise your operations. Our IT audit services will help identify any weak points in your current setup, so contact us to learn about our solutions.
Ready to Elevate Your Financial Firm with Succurri?
Partner with Succurri for reliable IT support tailored to the unique needs of the financial services industry.