IT Solutions for Financial Services
When downtime and data breaches damage decades of client trust, your IT infrastructure is everything. And when clients depend on you for secure data and accessible accounts, you can’t treat technology as an afterthought.
Your financial organization needs IT solutions that deliver security, compliance, innovation, and reliable uptime. Here’s what you need to know about Xantrion’s specialized IT solutions for financial services businesses.
Why Financial Firms Need Specialized IT Support
Financial services operate where the margin for error is virtually zero. Your IT infrastructure must defend against cyber threats, meet strict regulations, and maintain uptime. And if you don’t? You risk losing client trust, facing regulatory penalties, and watching competitors gain the upper hand.
Data breaches cost financial services companies an average of $6.08 million, which is 22% higher than the average for most other industries. When your client portal goes down or CRM software crashes, clients lose confidence, and business grinds to a halt. Standard IT support can’t handle these specialized demands, which is why you need a dedicated financial services IT partner.
Our Core IT Services for Financial Institutions
24/7 Managed IT Support
IT issues when traveling or holding a client meeting impair productivity and reduce client trust. Our managed IT support delivers comprehensive help desk services, remote troubleshooting, and on-site support built for financial organizations.
We prioritize lightning-fast issue resolution across all your devices and platforms. Whether your team uses desktop computers, mobile devices, or specialized software, we ensure problems get resolved quickly with minimal disruption. Our proactive monitoring and maintenance result in fewer unexpected system failures that disrupt your operations.
Cybersecurity & Compliance
Financial institutions are subject to regulatory requirements that demand sophisticated cybersecurity measures and compliance support. Xantrion’s security services include vulnerability management, Mobile Device Management (MDM), and security awareness training. Our incident detection and response services are designed to meet even the most stringent financial services requirements, such as assessing the level of harm due to unauthorized data or system access.
We support compliance with numerous industry standards, including SEC and FINRA. Our financial IT services include risk assessments as well as documentation and audit support.
Infrastructure & Cloud Services
Your financial firm needs technology that can grow with your business. It needs to adapt to changes while maintaining system security and ensuring smooth operation. Xantrion’s cloud migration services help financial firms transition from legacy systems to modern cloud architectures without disrupting daily operations.
We design hybrid cloud solutions that provide the flexibility and scalability your organization needs while maintaining the security controls that regulatory frameworks demand. Our infrastructure solutions future-proof your technology investments, providing the foundation for continued growth and innovation.
Network & Monitoring Services
Nobody wants a small network hiccup to turn into a full-blown crisis that brings your entire operation to a standstill. Xantrion’s continuous network monitoring and proactive maintenance focus on identifying and resolving problems before they impact your clients. Our 24/7 monitoring services provide real-time alerts and automated responses to potential issues, keeping your systems running smoothly around the clock.
IT Project Execution & Strategic Consulting
Xantrion provides the guidance you need to make smart technology decisions. Need help evaluating a new system or AI tool from a cybersecurity and compliance perspective? We’ll walk you through the options. Concerned about SharePoint or Teams implementation timelines? We’ll create a realistic plan that fits your schedule and budget. Growing rapidly or restructuring? We’ll handle the technical complexities so you can focus on serving clients.
USE CASES
What We Help Financial Firms Solve
Xantrion’s finance IT solutions address real-world challenges that financial institutions face:
Enhance cybersecurity compliance for investment advisors:
We conducted a comprehensive risk assessment and implemented managed firewalls and encryption protocols, while also providing cybersecurity training to ensure a Bay Area RIA met all regulatory requirements.
Modernize infrastructure
Xantrion helped a Silicon Valley firm transition from outdated systems to a modern cloud-based environment, dramatically improving application performance and eliminating data silos.
Strengthen security posture for wealth management firms:
We provided comprehensive managed security services and coordinated third-party penetration testing for a 60-employee San Francisco Bay area wealth management firm, resulting in strong security ratings.
What Sets Us Apart from Other IT Providers
Your financial services business requires an IT partner who understands the unique demands of your industry. Our service level objectives include 1-hour issue resolution times, ensuring that critical issues receive immediate attention, regardless of the day or time.
Our team brings extensive experience working with Registered Investment Advisors (RIAs), Broker Dealers, Investment Bankers, and Private Equity firms. Even though we’re headquartered in the Bay Area, we have people in major metro areas, such as New York, Boston, DC, Houston, and Orlando, providing on-site support when needed. We offer co-managed IT options that augment your existing teams, and every client works with a named account manager who provides personalized service.
Partnering With a Managed IT Services Provider
Think of our financial services IT consulting as a strategic investment that improves your operations and gives you a competitive edge, not just another budget expense. When you partner with an experienced MSP, you can redirect your internal resources toward growth. That includes improving client service and expanding your business. With our support, your team can stop spending time on network issues and start focusing on what moves the needle for your firm.
Xantrion’s fixed monthly pricing model eliminates the guesswork from IT budgeting. You know precisely what you’ll pay each month while getting IT support that scales with your needs. No more surprise bills when something breaks, or wondering if you should hire another IT person or try to handle everything with your current team.
AI & Future-Ready Innovation
Xantrion’s managed IT services for financial services firms aren’t just about fixing problems — we support AI initiatives with AI readiness assessments and use AI-powered monitoring and security systems that prevent issues before they disrupt your operations.
What’s coming next in financial services? Things like RegTech solutions that automate compliance tasks, and new regulations like the SEC’s S-P amendments. Xantrion can help you prepare for what’s next so you’re ready when they arrive, not scrambling to catch up.
FAQs About IT Services for Financial Firms
How much do managed IT services cost for financial services firms?
How much do managed IT services cost for financial services firms?
It depends on the size of your organization, the specific services you need, and your current infrastructure.
It depends on the size of your organization, the specific services you need, and your current infrastructure.
How do you help with compliance audits?
Xantrion’s finance IT support services include comprehensive documentation, regular compliance assessments, and audit preparation services. We maintain detailed records of all security measures and can provide the necessary documentation to meet auditors’ requirements.
Can you work with our existing IT team?
Absolutely. We can augment your internal team’s capabilities by handling specialized tasks or specific projects and providing after-hours support, allowing your team to focus on strategic initiatives.
How quickly can you respond to incidents?
Fast. Our managed IT solution for financial services firms ensures critical issues receive immediate attention, with initial response within minutes for the most urgent problems.