Financial Services Resource Center

Managed IT for Financial Services Firms

An IT and cybersecurity compliance program managed by experts

Criminals target financial service firms because that’s where the money is. And like so many firms, they often lack the resources and in-house experience to deal with sophisticated threats and increasing regulatory scrutiny. Xantrion is here to implement and support your modern workplace environment so you can focus on everything else. Work with us to pass SEC and FINRA audits, as well as be protected from cyberattacks. Why choose us to design, implement and support your modern workplace environment?

Our Promise

Navigating a More Active Regulatory Environment on the Security, Privacy and ESG Fronts

Financial Services Firms are Vulnerable

San Francisco Bay Area IT services and support

Financial services are 300x more likely to be attacked (Source: Boston Consulting Group)

The average cost of a data breach was $3.86 million in 2020. (Source: Ponemon Institute)

It takes 280 days to identify and contain a data breach. (Source: Ponemon Institute)

Financial Services Firms Offerings

Our managed service packages are tailored to provide the proper direction and resources you’ll need on your journey to a secure and compliant IT environment.
IT Roadmap
Firms of 12 – 25 people

The first step on your journey to a modern workplace environment can be daunting, especially if you are unsure where to invest and make changes. Our IT Roadmap quickly charts your course. It not only provides guidance on the best way to leverage Microsoft 365 to improve security, engagement and collaboration, it also includes a timeline and budget that will point your IT investment in the right direction for years to come.

managed it services, support and cybersecurity
Managed IT
Firms of 12 – 25 people

The next step on your IT journey is implementing your modern workplace environment as well as processes and procedures that manage costs and improve productivity. Your environment and procedures include round-the-clock system and user support as well as data loss prevention so you can unlock the full potential of Microsoft 365. They also include a streamlined security program that protects you from cyberattacks and lays the groundwork for passing audits and meeting regulatory requirements.

Bay Area IT and cybersecurity support for finance firms
Managed IT+
Firms of 26 – 250 people

The final step on your IT journey is compliance and state-of-the-art security. At this stage, we implement the advanced features of Microsoft 365 that allow you to comply with regulatory and audit requirements. In addition, these features, along with our quarterly reports, penetration tests and program certifications, make it easy for auditors to confirm compliance. This program has been so effective, on the off chance you are breached, we promise to recover and re-secure your IT environment for free.

Invest and perform IT vendor due diligence sooner
Avoid higher costs and headaches later

We prefer Microsoft 365 for financial services firms
  • Security policies are managed across ALL devices
  • Protection follows data, even to business partners and third-party systems
The cost to migrate from Google Workspace and other apps increases significantly over time
  • $20,000 to perform just a Workspace migration for 30 people
  • May need to migrate from other apps that aren’t certified to meet regulatory requirements
Change is difficult, and the more people and things that need to change, the greater the challenge
  • Once people get used to using an app or following certain procedures, it is difficult to adopt new solutions

“The breadth of their offerings showed that they understood both the regulations and the risks of the environment that we work in.”
– COO, Investment Management Firm