Financial Services

Helping Financial Services Organizations Drive Compliance and Achieve Measurable Growth

Financial Services organizations looking to keep pace and keep the loyalty of their customers need high availability of their services and information, safeguard against cyber security attacks, and ensure compliance with the ever-growing regulatory environment. They also need to be able to support the secure collection and distribution of transactional, regulatory, customer and market data to keep pace with their competitors. Fortunately, today, Financial Services organizations understand that technology, when correctly applied, can provide a valuable market differentiator. And that’s where Synoptek can help!

Synoptek’s services for Financial organizations can safeguard data against unauthorized access, capture relevant data, prevent modification, and set retention policies to comply with regulatory guidelines. Through a combination of advanced digital engagement and credibility gained from offering industry-leading expertise along every step of their customer journey and every transaction, we have what it takes to address the specific needs of financial services firms.

Though each client has specific requirements, we achieve these through a business advisory, consultative approach, business application and custom development selection and management process and a combination of cloud services and highly-available data networks, servers, and telephony will ensure that services are available 99.9+% of the time. So, whether you’re looking to maximize productivity with secure access to critical information for your financial team, ensure seamless messaging and secure IM, or build a powerful CRM to manage sales and deal flow better, Synoptek’s financial services industry team will ensure you have the tools you need to achieve all this and more.

Through a comprehensive, IT consulting assessment process, we identify key business and IT criteria and collaborate with you to develop a strategy to simplify your information technology environment -leading the way to a more cost-effective and reliable IT infrastructure. Our progressive solutions have enabled Financial Services companies to grow their businesses, improve profitability and provide better customer services.

By outsourcing the monitoring and maintenance of your IT infrastructure to Synoptek Managed Services, you can not only reduce IT-related expenditures, but also improve your IT system performance. More importantly, we will help you in meeting the expectations of your customers at every touchpoint.

Synoptek can manage your entire IT environment, including managing your vendors. We can help you build an IT infrastructure that is designed to diagnose and remediate problems quickly and efficiently. Our experienced IT team has the capability to seamlessly integrate new IT infrastructure with legacy systems while constantly focusing on improving IT operations.

Synoptek’s Managed Services model optimizes IT system performance and reliability while creating a predictable and sustainable IT environment that proves cost-effective for our clients in the Financial Services industry. Through our established practices in using Infrastructure Security Management Services and our advanced IT Service Management Framework that is specifically designed to manage a diverse IT environment, we will continuously improve your IT infrastructure design and help you drive value. We serve as a trusted advisor to our clients offering value, innovation, assurance, and integrity in every customer interaction.

Problems We Solve

Case Studies

Featured case study

IT Consulting Services Help a Venture Capital Firm Improve Infrastructure Performance and Minimize Maintenance Expenses

Market leading financial services firm needed to improve IT infrastructure and reduce ongoing IT maintenance and operations expenses.

Read More

Why Choose Us?

Synoptek provides comprehensive suite of modern IT services for the Financial Services Industry.

  • Our experienced senior level resources understand the financial services sector and build solutions that are modern, tailored, and scalable.
  • We manage companies with one site, multiple sites, or a team of distributed financial professionals on the road.
  • We leverage a solid stable Microsoft stack with solutions for infrastructure, security and applications to help manage and guide your company as well as business intelligence.
  • We address software requirements for custom development, application maintenance or support, quality assurance, and testing and strengthen client experience.
  • Our compliance solutions assist you in remaining compliant with the data protection and retention requirements of your industry.