Financial Services IT Solutions

{"options":"Everett,Kalispell,Mesa,Great Falls,Evergreen,Bigfork,Columbia,Missoula,Somers,Phoenix,Arlington,Marysville,Seattle","extra-data":"%5B%7B%22fields%22%3A%7B%22countryCode%22%3A%22US%22%2C%22countryName%22%3A%22United%20States%22%2C%22stateProv%22%3A%22Washington%22%7D%7D%2C%7B%22fields%22%3A%7B%22countryCode%22%3A%2259901%22%2C%22countryName%22%3A%2259901%22%7D%7D%2C%7B%22fields%22%3A%7B%22countryCode%22%3A%22US%22%2C%22countryName%22%3A%22United%20States%22%2C%22stateProv%22%3A%22Arizona%22%7D%7D%2C%7B%22fields%22%3A%7B%22countryCode%22%3A%22US%22%2C%22countryName%22%3A%22United%20States%22%2C%22stateProv%22%3A%22Montana%22%7D%7D%2C%7B%22fields%22%3A%7B%22countryCode%22%3A%2280439%22%2C%22countryName%22%3A%2280439%22%7D%7D%2C%7B%22fields%22%3A%7B%22countryCode%22%3A%2259911%22%2C%22countryName%22%3A%2259911%22%7D%7D%2C%7B%22fields%22%3A%7B%22countryCode%22%3A%22US%22%2C%22countryName%22%3A%22United%20States%22%2C%22stateProv%22%3A%22South%20Carolina%22%7D%7D%2C%7B%22fields%22%3A%7B%22countryCode%22%3A%22US%22%2C%22countryName%22%3A%22United%20States%22%2C%22stateProv%22%3A%22Montana%22%7D%7D%2C%7B%22fields%22%3A%7B%22countryCode%22%3A%22US%22%2C%22countryName%22%3A%22United%20States%22%2C%22stateProv%22%3A%22Montana%22%7D%7D%2C%7B%22fields%22%3A%7B%22countryCode%22%3A%2265770%22%2C%22countryName%22%3A%2265770%22%7D%7D%2C%7B%22fields%22%3A%7B%22countryCode%22%3A%2285322%22%2C%22countryName%22%3A%2285322%22%7D%7D%2C%7B%22fields%22%3A%7B%22countryCode%22%3A%22US%22%2C%22countryName%22%3A%22United%20States%22%2C%22stateProv%22%3A%22Washington%22%7D%7D%2C%7B%22fields%22%3A%7B%22countryCode%22%3A%22US%22%2C%22countryName%22%3A%22United%20States%22%2C%22stateProv%22%3A%22Washington%22%7D%7D%5D","autodetect-location":"yes","geo-type":"city","show-flags":"yes","classname":"default-location-override","self_select_form_type":"geo"}
The best IT company ever is available to do whatever you want as fast as you want, but it won’t come for free.

Upgrade legacy systems, and ensure customer data privacy and cybersecurity _

IT strategies, solutions, and support for challenges financial service firms face

Succurri-managed IT services help our financial service firm clients upgrade legacy systems, ensuring customer data privacy, management, and efficiency to achieve better productivity on their projects.

Financial services firms encounter several IT challenges, including improving legacy systems, ensuring customer data privacy, and enhancing cybersecurity. Here are the top three challenges and potential IT solutions for each:

Upgrading Legacy Systems:

Many financial services firms rely on outdated legacy systems that can be inefficient and challenging to maintain.
System Modernization: Gradually replace or upgrade legacy systems with modern, integrated financial software solutions, including core banking systems, customer relationship management (CRM) tools, and accounting software.Cloud Migration: Consider migrating to cloud-based solutions for scalability, flexibility, and cost-efficiency. This allows for easier integration of new technology and can help streamline operations.

Customer Data Privacy:

Financial firms handle sensitive customer data, including personal and financial information. Ensuring the privacy and security of this data is crucial.
Data Encryption: Implement encryption for sensitive customer data both in transit and at rest to protect it from unauthorized access. Ensure that data stored in databases is secure. Data Privacy Policies: Develop and enforce strict data privacy policies and practices. Educate employees on data protection and compliance with relevant regulations.


Financial services firms are prime targets for cyberattacks due to the valuable data they possess, making cybersecurity a top priority.

Robust Cybersecurity Measures: Invest in advanced cybersecurity measures, including intrusion detection systems, firewalls, multi-factor authentication, and endpoint security solutions. Regularly update and patch software to address vulnerabilities.

Employee Training: Provide cybersecurity training to employees to enhance their awareness and help prevent cyber threats. Develop an incident response plan to address and recover from cybersecurity incidents promptly.

Financial services firms may also encounter issues related to regulatory compliance, digital transformation, and evolving customer expectations. Solutions often involve a combination of technology adoption, policy development, and employee training

Donna D.


As a financial advisor, IT security is of the upmost importance to us. Not only does Succurri make our network secure, they also make it seemless for us to work anywhere we need to. Grant even gave a talk to our clients about personal IT security as a benefit to us, it was great!

Donna D.


As a financial advisor, IT security is of the upmost importance to us. Not only does Succurri make our network secure, they also make it seemless for us to work anywhere we need to. Grant even gave a talk to our clients about personal IT security as a benefit to us, it was great!

10 Benefits of managed IT services


Succurri highlights the top 10 benefits of managed IT services for businesses.

The Powder of Good IT

Like other industries, the finance industry is experiencing a period of extreme fluctuation. Two of the most prominent challenges are:

Finance companies are struggling to integrate new tech systems into their IT infrastructure. Additionally, many don’t know which technologies are the best fit for their increasingly mobile employees.

Exacerbating the situation, your team now needs to have access to company data from anywhere, anytime, every time. Your files need remote access, which also means they need secure connections. And if your connections are going to be compliant, then you need better security.

As you can imagine, for small financial companies, this is a lot of change to handle all at once. So many businesses continue using legacy systems because they’ve “worked well enough so far.”

This is a dangerous position to put your business in. Today’s workforce is increasingly transient, so if you don’t have the capability to move at the speed of your salespeople, then you’re going to watch them leave. It doesn’t need to be this way though. There are powerful IT opportunities available that you should be taking advantage of! And that doesn’t just mean updating your tech. There are IT firms, like Succurri, that offer management services where expert technicians can take over and optimize your existing infrastructure. By partnering with a reputable IT firm, you can go back to focusing on what you do best and leave your IT problems to be resolved by our IT experts. What kind of finance IT problems do we solve on a daily basis? Let’s look at a few examples in the next section.

The Most Common Problems Facing The Finance Industry Today

From large banks to small banks, broker-dealers, mortgage dealers, credit unions, and financial advisors — everyone in the financial industry is facing the consequences of rapidly evolving technology. Some of the most frequent issues that clients approach us with include:
Here at Succurri, we make sure that problems like these go away on the first round and never return. How do we make that happen? By executing a fine-tuned IT process that can be summed up in our slogan: problems first, technology second. This means that we never recommend a tech system or solution until first we’ve mastered the ins and outs of your company’s IT problems. How does Succurri use this process to solve your IT troubles? Below, let’s explore some of the solutions we’ve developed!

An IT Company That Understands The Unique Demands Of The Finance Industry

We have spent decades serving the financial industry, studying its IT problems, and developing powerful solutions that keep technology issues from recurring.

Our commitment to the “problem first, technology second” process has enabled us to create IT packages and systems that empower your company. To give you examples of how we meet the unique needs of the financial industry, here are three of the IT systems we’ve developed:

IT Security For Financial Organizations

First and foremost, we pride ourselves on always staying two steps ahead of cybercriminals. We believe that the best defense is one that is always improving, so our data protection services are not only robust, they also have our team constantly working to optimize and grow your cybersecurity.

Secure Cloud Solutions

Another major concern for financial companies is ensuring that your cloud-based servers are secure. At Succurri, we help you rest easy by offering our very own, state-of-the-art cloud solution. Our secure data center gives you the ability to host applications, email, backups, and your entire IT infrastructure in the cloud.

Network Management And Consulting

A unique disadvantage of the financial industry is that financial companies have a higher rate of targeted cyberattacks. In this kind of environment, having expert IT support on standby is vital. We provide this support through our network management services. These include IT consulting, remote monitoring, and other support systems, giving you a comprehensive IT solution.

Mihai Vlasceanu Building

Superior IT Services For The Finance Industry

Here at Succurri, we have worked with numerous financial organizations, both large and small, and have the expertise necessary to protect your data in the quickly evolving world of IT. We offer a wide range of services that can be customized to your unique needs, providing you with bulletproof data security, enhanced network performance, 24/7 IT support, and remote monitoring which enables us to prevent IT problems in your network before they even arise. To hear more about what we can do for your financial company, or to share your IT problems with us, contact our team of experts today.
Technology integrations

We integrate with your technology

Here are the things that we do within the broader category of IT support.

Microsoft 365

Microsoft 365 combines the full Office suite of Microsoft Office 365 apps.


Redtail helps advisors and firms drive new business and deepen client relationships.


eMoney offers businesses cost-effective credit card processing solutions.


Intuit’s platform helps you achieve financial confidence with a number of solutions.


Orion Software develops accounting and financial software products for the global market.


Entreda’s software analyzes devices & networks that financial firms use to enforce security best practices.


Smarsh provides unified compliance & e-discovery workflow across a range of digital communications.


Citrix offers virtualization software that enables users to work from remote locations
Service Comparison

What makes Succurri different

We have a great process that makes you feel really good about hiring us.




Remote Patching
24/7 Monitoring & Alerting
Basic Security Coverage
Client Portal
Dedicated Virtual CIO
Infrastructure Support (Servers & Network)
Microsoft 365 Support
Remote & Onsite Service Desk Support
Strategic Business Review & Technology Roadmapping
Backup and Disaster Recovery
Best in Class Advanced Security
Computer Setup
Life-Cycle Management
Real-Time Systems Dashboard
Vendor Management

Submit a new Support Ticket