Financial Services Managed IT

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 design, implement, and support your online collaboration environment so you can focus on everything else. Work with us to pass SEC and FINRA audits, as well as be protected from cyberattacks.

Our Promise

Best Practices for Complying with the New Cyber Rule (NCR)

Greater likelihood of financial services firms being attacked (Source: Boston Consulting Group)

Average time to identify a data breach (Source: IBM Cost of a Data Breach Report 2023)

Average cost of a data breach for SMBs (Source: IBM Cost of a Data Breach Report 2023)

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 cloud computing environment.

IT Roadmap
Firms of 25+ people

The first step on your journey to a cloud computing 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 25 – 99 people

The next step on your journey is implementing your environment as well as procedures that scale, manage costs and improve security. Our Managed IT services include round-the-clock technical support as well as a turnkey cybersecurity program that not only protect you from cyberattacks, but also ensure you meet evolving regulatory requirements. Your cybersecurity program reports in conjunction with Xantrion’s SOC 2 Certification make it easy for auditors to confirm compliance.

Supplemental IT
Firms of 100+ people

The final step on your IT journey is maintaining state-of-the-art security while managing cost by taking day-to-day system and user support in-house. At this stage, we provide a fractional vCISO and 24/7 cybersecurity team, that update and manage your layered, zero-trust cybersecurity program.  We also augment your in-house IT team as needed with certified project resources, a 24/7 technical escalation team and an IT thought partner that acts as a sounding board for your IT and business leaders.

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

Make an Incident Response Plan for Your Financial Firm

When it comes to IT security, it’s easy to fear the worst: a security breach, compromised data, recovery costs. Prepare your financial firm now so you know exactly how to mitigate the effects of ransomware. Download our Incident Response Planning Checklist, customized for funds and advisors, today.

“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

powered by Google