Financial IT Service

You Manage the Money. We’ll Take on the Tech.

Financial service organizations of every size benefit from proper financial IT support when the right mix of software, servers and services supports their business. Customer satisfaction improves, internal and regulatory compliance increases, human error shrinks, and profit grows. The challenge is: who plans, implements and supports all that technology? Who keeps the servers running, the software upgraded, the users supported and trained? There’s no “one answer fits all” here. In some cases, that “who” is your internal IT support team. In other cases, it’s an outsourced IT services partner, managing hardware, software and networks. In either case – to strengthen in-house capabilities and lower costs or establish a fully outsourced infrastructure – companies turn to CCPlus for financial IT services support.

We help financial services firms slash the cost of buying and managing technology. We offer Managed Services that range from strategy and planning to complete outsourced management.

Financial IT Challenges

The IT profile of financial service providers is unique. It ranges from retail banking IT services to private wealth management IT support and from CPA IT management to investment advisory firm IT support. CCPlus provides the experienced, committed expertise to establish the right mix of hardware, software and networks.

Staying Connected

The velocity of data, the need to be connected to online business feeds, and the demand for unbreakable security and backup require a level of scalability and performance few other businesses share.

Escalating Costs

Operational budgets related to supporting IT infrastructure grow right alongside your business. The chronic need for increased storage, upgraded systems and continually increasing processing power can have a constant, significant impact on OPEX.

Keep Everything Updated

System administration is the hidden enemy behind every in-house infrastructure. That extends from the team that monitors your systems to the people that help you analyze and act on the large amount of data you collect.

Keep Customers Happy

Maintaining customer satisfaction is always the prime concern for financial services providers. When your technology comes face to face with your customers, it has to be running at peak performance at all times.

Benefits of Our Financial IT Support

Increase government regulations compliance

Prevent system failures

Perform backups

Software updates

Email encryption

Helpdesk support & assistance

Manage firewalls

IT strategy

Strengthen security to avoid data loss

Reduce overall IT costs

Provide frequent reports & process reviews

Desktop encryption

Accounting Applications We Support

  • Citrix
  • Lacert
  • Microsoft Dynamics/Great Plains/Solomon
  • Microsoft Small Business Accounting
  • NetSuite
  • Peachtree Accounting
  • ProSystems Engagement & Practice Management
  • Prosystems FX
  • QuickBooks
  • Sage Software
  • SaxTax

Finance Applications We Support

  • Accpac Accounting
  • Charles Schwab Portfolio Center/Centerpiece
  • Exchange
  • Microsoft Dynamics/Great Plains/Solomon
  • Microsoft Small Business Accounting
  • Peachtree Accounting
  • QuickBooks
  • SharePoint/EDM
  • Trumpet
Your Business Need IT Support?