IT support for financial services firms
Keep client work moving
Slow systems and missing files interrupt client meetings, reporting and time-sensitive work. Your team needs reliable access to information, whether they are in the office or working remotely.
We bring IT support, Microsoft 365 and recovery planning together around the systems your firm uses. We set out who handles support, software supplier queries and planned changes.
Plan IT changes around your firm
An office move, a growing team or ageing systems can put pressure on IT. We help you plan the work, understand its impact and give staff a clear route to support.
Strategic Solutions Financial Services credits CIS with supporting its office relocation and improving its IT capabilities. For firms with their own IT team, co-managed support adds skills and capacity where needed.
Support for your firm
IT services for financial services firms
Keep everyday support, secure access, Microsoft 365 and recovery planning connected. Choose the services your firm needs below.
A leading national provider of reliable Managed IT Solutions. With 35 years of expertise, we excel in delivering cutting-edge cloud infrastructure, robust cybersecurity protection, and top-tier support services to build long-lasting business partnerships.
AI Consultancy & Automation
Practical AI advice, Microsoft Copilot and workflow automation, with clear priorities, data controls and measurable outcomes.
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Cyber Essentials Support
Cyber Essentials and Cyber Essentials Plus preparation, remediation and evidence support for your business.
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Co-managed IT Support
Additional IT skills and capacity alongside your internal team, with clear responsibilities and shared priorities.
View serviceBusiness Phones & Connectivity
Business phone systems and connectivity that keep office, remote and multi-site teams connected.
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Microsoft 365 & Cloud
Reliable cloud tools and secure remote access to support flexible working and efficient communication within your team.
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Backup & Disaster Recovery
Backup and recovery for business data and critical systems, supported by recovery planning and restore testing.
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Proactive monitoring & maintenance
Proactive monitoring and maintenance to identify issues early and keep business-critical systems running reliably.
View serviceCyber Security
Layered cyber security to protect business data, manage access and reduce exposure to threats across your organisation.
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Managed IT Support
Responsive IT support for your people, with clear ownership of issues and practical help to keep your business working.
View serviceProtect client information
Client records, reports and correspondence need controlled access and recoverable copies. We help you review device security, user permissions, email protection and backup arrangements.
Technical controls support your firm’s wider information governance. We document the systems we manage and the actions needed to improve their security.
Systems your team relies on
Business applications
Support for the IT that runs your practice and portfolio tools, with specialist software suppliers involved where needed.
Client documents
Access to statements, reports and correspondence, with permissions that reflect each person’s role.
Microsoft 365
Email, Teams, SharePoint and OneDrive for communication and file sharing.
Office and remote access
Devices, connectivity and access arrangements that fit where your people work.
What to expect from CIS
A defined support service
Clear coverage, support hours and escalation routes, so staff know where to get help.
Attention to recurring issues
Monitoring and maintenance backed by follow-up on problems that keep interrupting work.
Security and recovery planning
Practical actions to protect client information and prepare for disruption.
Help with planned changes
Technical support for office moves, system upgrades and changes to how your team works.
Contact us for personalised support
Tell us what you need help with and a member of the CIS team will come back to you.
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