What are the IT Needs of Your Financial Services Business?

If you’re the owner of an accounting firm or other financial services business (and chances are, if you’re on this page, you probably are), you know that financial services and information technology are pretty inseparable these days.

Financial Services NYC

You don’t keep track of your clients’ important finances and other information with a handwritten ledger anymore – in order to stay competitive and relevant, you’ve got to use the right IT services.

So it’s absolutely vital that you have IT services you can rely on. At GenX, we understand what system downtime can mean for your financial services business:

  • Wasted payroll dollars
  • Reduced employee productivity and morale
  • Potentially missed business opportunities
  • Damaged client relations and overall reputation

So what do you need in order to keep your business protected and at its best? GenX offers customized IT services and solutions for financial service businesses like yours. We’ll meet with you, sit down and learn about your business and what makes it unique, and then find the right solutions that fit your needs. Want to know what we’re ready to do for you? Call us at (844) 436-9832 or send an email to [email protected] today to find out!

While we’ll customize our offering for your business, we understand that every financial services business is going to be concerned about a few key values:

  • Security:
    • Do you need regulation compliance? We offer IT auditing and consulting on regulations and legislation like FISMA, FINRA, SEC, RIA, HIPAA, or PCI, to help keep the auditors off your back.
    • Do you need protection from cybercrime? Anti-virus, anti-spam, firewalls, security consulting – the tools necessary to keep your financial services business protected from any cybercriminal.
    • Do you need peace of mind? We help you backup your IT systems and files and make a plan to react to any level of disaster quickly and easily, so you can be safe from any disaster the future might hold.
  • Strategy:
    • Do you need IT support that prevents problems instead of just fixing them? We’re big believers in getting stuff taken care of before it can become a problem in the first place. We remotely monitor your systems around the clock, so we can catch IT issues before they can drag your productivity down.
    • Do you need advice on your IT investments? We stick around and help you plan for the future of your business’ IT services, and make sure that the services we’re providing actually meet your needs and fit with your way of doing things. We also help you develop your budget and plan for smart investments in the future, so you use the right products the first time, and don’t waste your time and money on stuff that doesn’t meet your needs.
    • Do you need support for your financial services software? We provide support and training for the software you rely on every day, including Sage and QuickBooks.
  • Convenience:
    • Do you need versatility for your business? We offer cloud technology services for streamlined and faster systems, easy access in the office, at home, and on the go, and to improve your productivity and help your staff better collaborate.

What are the needs of YOUR financial services business? We’re here to do more than just provide products and services – we want to be your partner in IT and advise you on the future of your business.

Call GenX today at (844) 436-9832 to set up a free, no-obligation review of all your business systems. We’ll show you what’s working for you, what isn’t, and how we can make it better.