Managed IT Services Provider 1-800-949-6592info@geniusfixers.com
Genius Fixers
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Industries we serve

IT services for financial services firms

Secure, compliant and always available. We keep advisory firms, lenders, accountants and credit unions running so you can focus on clients, not servers.

24/7/365 help desk15-minute responsePCI DSS-readyEncrypted backups
Financial services IT support

Financial services IT support built around trust and uptime

Financial services firms run on data that must stay accurate, private and available every minute the market is open. Our managed IT services for financial services give you 24/7/365 help desk support, proactive monitoring, managed firewalls and encrypted backups, so trading platforms, client portals and accounting systems stay online and protected.

We work with wealth managers, accounting firms, mortgage lenders, insurance agencies and community credit unions across Virginia, Maryland and nationwide. Every engagement starts with an IT assessment that maps your systems against the standards your regulators and auditors expect, then we close the gaps in priority order.

IT services for financial services firms
What we do for financial services

Business Solutions For Financial Services

01

Comprehensive IT Support

Our remote and on-site support services keep financial institutions running smoothly, ensuring minimal disruption and maximum productivity.

02

Customized Business Continuity Solutions

Our disaster recovery solutions protect critical financial data and systems, maintaining operational continuity in the face of any disruption.

03

Expert IT Consultation

Our IT assessment services guide financial institutions in meeting industry standards and regulatory requirements set by financial authorities.

04

Digital Marketing Services

We’re your digital transformation partner. With a deep understanding of the financial services industry, we provide tailored digital marketing solutions to help you attract, engage, and retain customers.

Challenges

Challenges we solve for financial firms

The problems that cost financial firms money, and the controls we put in place for each.

01

Audit and examination readiness

Examiners ask for access logs, patch history and backup evidence. We keep that documentation current so audits become a file hand-off, not a scramble.

02

Phishing and wire fraud

Finance teams are the top target for business email compromise. We layer MFA, email security and phishing prevention training to stop fraudulent transfer requests before money moves.

03

Downtime during market hours

A frozen workstation at 9:30 a.m. costs real money. Network monitoring, workstation and server management and a 15-minute response target keep your team trading and advising.

04

Secure remote and hybrid work

Advisors work from home offices and client sites. We set up secure access, managed devices and cloud file sharing so client data never leaves a controlled environment.

Services

Managed IT services for financial services

The services financial firms use most. Each links to its own page.

01

24/7 Help Desk Support

Real technicians answering finance teams around the clock, with a 15-minute response target.

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02

Backup & Disaster Recovery

Encrypted, tested backups and a recovery plan sized to your recovery time objectives.

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03

Multi-Factor Authentication Management

MFA on every account that touches client or payment data, managed and monitored.

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04

Phishing Prevention Training

Ongoing simulations and training that teach staff to spot wire-fraud attempts.

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05

IT Assessment Services

A documented review of your environment against the standards your regulators expect.

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06

Managed Cloud Security

Threat monitoring, encryption and access control for cloud-hosted financial data.

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Compliance & security

Compliance-aware IT for regulated finance

We build controls that map to the frameworks your firm answers to, and we keep the evidence ready.

PCI DSS

Card data handling, network segmentation and vulnerability testing aligned to PCI DSS requirements.

GLBA and FTC Safeguards

Written information security program support, access controls and encryption for customer financial data.

SEC and FINRA expectations

Data retention, email archiving and incident response planning that stand up to examiner review.

Audit evidence

Monitoring logs, patch reports and backup tests documented monthly, ready for auditors and cyber insurers.

FAQ

Financial services IT questions, answered

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Other industries

We also serve

All industries
FintechLaw firmsHealthcare
Let's talk

Get ahead of the curve & team up with Genius Fixers

Achieve your goals with our dedicated services, tailored from financial planning to strategic guidance.

Book a Free IT Discovery Call
1-800-949-6592info@geniusfixers.com9300 Forest Point Cir, Suite 165, Manassas, VA 20110