Financial Services Technology Consulting

Make Information Technology Your Competitive Advantage

Financial Services Organizations are Now Technology Providers

Information technology is the crucial enabler for financial services companies.  IT is no longer a “support” or just a “maintenance” item on the budget.  It is now the critical part of servicing customers, protecting customer data, and gaining a competitive advantage.  An IT Consultant, like Synoptek, understands that technology is more than just infrastructure and devices.


Synoptek considers technology as a “tool” used to reach business goals and objectives.  However, this “tool” has multiple interdependencies and dozens of moving parts and is continually changing.  Information Technology requires constant monitoring, governance, patching, upgrading, and evaluating.  Synoptek’s 500 employees and 20 years experience will help simplify information technology for you.

The Most Important Goal for the Financial Services IT TeamSynoptek Cyber Security for Financial Services Companies

The primary objective for IT departments in Financial Services firms is to support the “service goals” of the organization.  This means providing an IT environment that supports multiple types of devices in a secure and responsive IT framework.

The 5 Key Components of a successful IT Department in a Financial Services Organization:

  1. Meeting client service demands by providing ways to share information securely and reliably.
  2. Meeting user service demands by using services such as Microsoft Office 365 to promote multi-location productivity and collaboration.
  3. Maintaining the Organizations professional image through the use of leading-edge technology solutions.
  4. Promoting the use of a comprehensive set of security services exuding confidence that all customer data is secure.  Including use of filtering, anti-virus, malware, firewalls, cloud-security tools, network anomaly detection,  mobile device management, malware detection, and security monitoring services.
  5. Staying current with technology changes, service updates, IT training, IT staffing, and new security threats.

Your Expertise is Financial Services, Not Information Technology

At Synoptek Managed Services we have the skilled staff with the experience in the financial services industry to be able to re-engineer your IT infrastructure and free up your IT staff in order to complete your priority business projects while at the same time reducing your IT budget.

IT Consulting Services for your Financial Services Organization

Synoptek IT Consulting does not make its consulting recommendations based on relationships with various technology providers. We provide recommendations aligning with the technology best fitting your applications, performance criteria, budget, or existing IT infrastructure.

Through a comprehensive, IT consulting assessment process (see below) 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.


Synoptek Cloud Migration Journey



Our IT consultants will leave you informed and ready to make the right choices at a cost that fits your budget.

Technology Consulting:AWS Resources by Synoptek

  • IT performance improvement
  • Business process improvement
  • Virtual CIO (VCIO) Services
  • Technology planning and budgeting
  • Remediation, troubleshooting, and repair
  • IT infrastructure design and architecture
  • Microsoft Exchange support
  • Microsoft Office 365 migrations and management
  • Backup and Disaster Recovery

Strategic IT Planning and Consulting:

  • Aligning your business objectives to your IT infrastructure
  • Change management
  • Analyzing the ROI on your IT investments
  • Outsourcing cost analysis

Cloud Consulting:

  • Migration
  • Performance
  • Security
  • 24×7 managementCloud Hybrid Case Study by Synoptek
  • Azure, AWS, design, configuration, and 24×7 support
  • Virtualization migration and hosting

IT Security Consulting:

  • Cloud Security
  • Regulatory and Compliance Management (FISMA, SOC2, GDPR, PCI)
  • Backup and disaster recovery plans
  • Virus Prevention, Response, Quarantine & Removal
  • Active intrusion protection and detection
  • Security monitoring

Managed IT Services

    • 24/7 Monitoring and Management of users and devices
    • Deployment and management of advanced IT management tools
    • Email and SPAM Protection
    • Server and workstation patching
    • Router and firewall governance
    • Backup and Disaster Recovery
    • Network administration
    • Onsite and remote 24×7  Helpdesk Services
    • Preventative maintenance

IT Consulting Services Driving Performance, Security, and Value

IT infrastructure is probably more important to the financial services industry than any other.  Government regulations, compliance, risk management analysis, and profits are generated and managed by having an efficient and effective IT operation.  Complex regulatory changes, new product launches along with mergers and acquisitions have left many financial services organizations with a complex legacy IT infrastructure resulting in a poor performing back office environment.

As much as it may be needed, most financial services organizations do not have the staff, time, or skills to keep up and manage all of the components of their IT infrastructure.

CFO’s and CIO’s in the financial services industry are seeing the compelling cost savings they can realize using cloud storage, remote monitoring and management and Help Desk Services they are beginning to re-evaluate their IT infrastructure improvement projects.  And to do this they are looking towards managed services companies like Synoptek to provide the answers.

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Contact Us now, and one of our Solution Architects will call you back shortly to answer any questions you may have.

Cloud Strategy by Synoptek

Understand Synoptek's Better Approach to: Managed IT Services, Cloud Hosting, IT Consulting and IT Security Services