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IT Services for Financial Industry

Managed IT Services for Accounting Firms & Financial Institutions

In the fast-paced and highly regulated world of accounting and financial services, businesses face unique IT challenges and cybersecurity risks. These challenges range from maintaining strict regulatory compliance and securing a remote workforce to managing aggressive cybersecurity threats and protecting sensitive financial information. 

XPERTECHS understands the complexities of today’s rapidly evolving financial landscape and offers sophisticated, specialized financial IT services and consulting. We provide industry-leading technology and expertise that addresses these critical issues and transforms them into opportunities for your firm to stay ahead in the game.

More Know-How

Gain access to unparalleled IT expertise tailored for the financial sector, ensuring your firm is always on the cutting edge.

More Ideas

Benefit from innovative solutions that leverage technology to address unique industry problems, enhancing efficiency and security

More Commitment

Experience a partnership beyond the traditional client-vendor relationship with a team dedicated to your firm’s IT success.

XperCARE IT Support for Financial Services

Microsoft Modern Workplace

Seamless integration of Microsoft modern workplace solutions to enhance collaboration and productivity.

Cybersecurity & Cyber Liability

Robust protection measures to guard against cyber threats and manage liabilities effectively.

Regulatory Compliance

Expert guidance to ensure your IT infrastructure is compliant with industry regulations.

Cloud Solutions

Advanced cloud solutions offering software integration and efficient and secure data management.

Proactive IT Management & 24/7 Monitoring

Ensure your IT systems are always running optimally with round-the-clock monitoring.

Help Desk

Access to a US-based service team equipped to provide your employees with immediate assistance and support.


Streamline processes like financial reporting and secure data collection through intelligent automation. 

Data Backup & Disaster Recovery

Comprehensive strategies to safeguard your data and ensure business continuity. 

“We made the switch to XPERTECHS based on recommendations of other companies. They came up with a strategic adjustment plan for us that’s executable, and it’s not going to break the bank.”

“We face the same challenges as larger companies, but we don’t have a big IT staff or extensive development resources. I have enjoyed a 18 year association with XPERTECHS and have found them to provide superior technical support with HP and Microsoft systems.”

“I want to be at pace or ahead of the pace of the market in terms of technology,” said Bill. “In order to maintain that, you need somebody like XPERTECHS in your corner because you can’t rely on the knowledge of one or two IT people to keep you up to date.”

“What we liked about XPERTECHS was their ability to describe technical things to non-technical people in a way we could understand,” said Danielle. “I want to be able to understand what it does, but I don’t have to understand the way it works.”

“We talk with IT support a lot less and that in itself is a reason why everyone in the office and on our jobsites rave about them. They’re thrilled to be working with XPERTECHS.”

Financial IT Regulatory Compliance

Industries such as financial services must adhere to strict regulations like FINRA, FISMA, SOX, and PCI DSS. The complexity of these requirements often means companies only meet the bare minimum, neglecting thorough security measures. Let us help you achieve both full compliance and enhanced security!

Up Your Game With Financial IT Solutions from XPERTECHS

When you work with a team that brings more know-how, ideas, and commitment, you can overcome every IT challenge. XPERTECHS provides IT solutions for various industries, such as healthcare, AEC, manufacturing, and more. Contact us today to help solve your technology problems and set your firm up for success.