Skip to the main content.

3 min read

Who Offers IT Services To Small Financial Service Firms In San Francisco?

Having reliable and knowledgeable financial services IT support is a vital component of ensuring that your business runs smoothly and your customers are satisfied. Unfortunately small business do not often have the luxury of an in-house IT support staff, so they rely on services from outside IT service companies to keep them in compliance, maintain their security, and create as much uptime is possible.

Since IT is such an integral part of how your business operates, choosing the right IT company for financial service organizations in San Francisco is of the utmost importance.

Why Your Small Financial Services Firm Needs IT Services?

Having proper IT support for your financial services company is vital as your customers entrust you with personal information that can cause devastation if lost, or if it falls into the wrong hands. While you may see IT support as something you need when things go wrong, there are many benefits that you could be missing out on. Your company needs a solid and dependable IT support company to:

Reduce Your Company and Your Client's Risk

The financial services industry is all about building trust, and your customers are trusting you with both their personal and financial information. A reliable IT company can help you in the event of cyber threats, natural disasters, or even employee error allowing you to provide your clients with the peace of mind that their information is safe in your hands. IT companies take a proactive approach by making sure your antivirus, malware, ransomware, and firewalls are up-to-date and working properly. They can also anticipate threats and determine possible vulnerabilities that should be addressed before they become a problem.

Maintain Company Compliance

As a financial service company, you are required to maintain strict compliance to protect your customer's private information. Failing to comply can lead to fines, fees, and other possible repercussions. A knowledgeable IT company knows the regulations of your industry and has the tools to ensure your company maintains strict compliance at all times.

Develop and IT Strategy to Fit Your Company

Your IT company will be familiar with your technology infrastructure and no how to align your technology with your specific business needs and goals. They can also provide you with guidance on what available technology your company can benefit from and how to implement them with your current system.

What to Look for in Financial Services IT Services Company

To ensure that your company needs are properly met, you will need to choose an IT company that can provide you with the services that can benefit your small financial business. Your IT company should:

Have a Backup and Disaster Recovery Plan

Since data and information are so crucial to your company, you will want to choose an IT company that can provide you with a solid backup system that protects your data offsite in the event a disaster occurs in the building or a server was to crash. Along with an appropriate backup program, you will want your company to have a robust recovery plan that can get your systems back online and allow you to recover your needed data quickly and easily, providing you with the shortest amount of downtime possible.

Have the Ability to Work With the Programs You Already Use

Your company already has current software programs in place, and you need to choose an IT company that has the knowledge of your current programs and knows how to not only service them but provide you with other applications. Popular applications such as CCH, Targetik, Oracle + Netsuite, and budget software are all popular programs now utilized in the financial services industry. Your IT company should know how to work with them and integrate them into your current system so you can provide your staff and your customers with the products and services they need.

Find the Right IT Service Company for Your San Francisco Small Financial Services Firm

Don't wait until a disaster occurs to find an IT company for your financial services firm. By having an IT support system in place, your company can stave off disaster and build trust with your customers by letting them know that their vital personal and financial information is important to you and safe in your hands. Not all IT companies are the same. Make sure your IT company can provide you with the support you need, when and where you need it and provides proactive solutions to ensure your uptime far outweighs your downtime.

4 Reasons Your San Francisco Business Needs Co-Managed IT Service

IT serves as the backbone of your San Francisco business no matter the industry or area you specialize in. From small businesses to large...

Read More