Banking and Financial Services IT

You can rely on us as your proven partner to manage your IT and modernize your systems.

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Businesses That Rely On Our Services

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Reliable IT Services For Banking and Financial Institutions

Eliminate recurring issues, boost productivity and get the support you need to elevate your IT .

Why choose Technology Advisory Group for banking and financial IT services?

Stop wasting time on IT issues because we will triage tickets in under 12 minutes and solve it in under 35.
Make compliance a breeze with a knowledgeable team that assists institutions with FDIC, HIPAA, PCI and more
Spend less time on technical difficulties as we reduce IT issues to 0.5 tickets per user per month.
Safeguard sensitive client data with fully managed cybersecurity services and real-time monitoring
Trim escalating IT costs by eliminating technical debt and technology alignment
Try our financial IT services risk-free thanks to our 30-day-opt-out clause for your first 6 months.

Request a Quote for our IT Services

How Our Financial IT Services Help

“Since we began our association with Technology Advisory Group we have found them to be professional, responsive and easy to work with – providing us excellent value for the dollars we have spent. Thanks to Technology Advisory Group, we now have control over our computer system – it doesn’t control us.”

LAW FIRM, PROVIDENCE, RI

“We are a small agency and do not have an in-house IT department. Technology Advisory Group serves in that role for us and has been very responsive to our needs. They identify issues promptly and provide timely and appropriate solutions. TAG is a great technology partner for our organization.”

HOSPITALITY COMPANY, PROVIDENCE, RI

“I just wanted to thank you for your immediate response to my request for the restoration of a directory that was essential to our business operation.”

DETENTION FACILITY, CENTRAL FALLS, RI

“Service is excellent! We are a small customer and are still given immediate attention.”

SUBMITTED VIA CUSTOMER SATISFACTION SURVEY

“Usually when we need help it’s important to us, and the response from TAG has always been excellent. All of the staff is extremely responsive and helpful, a pleasure working with all of you.”

SUBMITTED VIA CUSTOMER SATISFACTION SURVEY

“When it came time for the East Greenwich Yacht Club to replace their server, we obtained quotes from several vendors. We chose TAG as our IT partner because of the straight forward quote with no hidden costs and their thorough analysis of our existing system. The installation of the server and related software by the TAG tech person was seamless and follow up support is excellent. As a firm believer in you get what you pay for, TAG delivers professional and quality service and I would recommend any organization consider TAG as an IT partner.”

YACHT CLUB,, EAST GREENWICH, RI

“The Providence Warwick CVB is a small agency and does not have an in-house IT department. Technology Advisory Group serves in that role for us and has been very responsive to our needs. They identify issues promptly and provide timely and appropriate solutions. TAG is a great technology partner for our organization.”

HOSPITALITY COMPANY, PROVIDENCE, RI

IT Support and IT Services For Banking and Finance

75+

Active clients

25+ Years

Serving small and medium-size businesses

1500+

Computers and servers managed

Comprehensive Financial IT Services

Managed IT Services

Boost productivity, reduce disruptions, and minimize IT issues with our tailored managed services solutions.

IT Consulting

Empower your business with strategic IT consulting that aligns technology with your goals for growth and competitiveness.

IT Support

Ensure constant support through our IT assistance that prioritizes live responses, crucial for banking efficiency.

Performance Audits

Leverage performance audits to boost efficiency, optimize outcomes, and discover avenues for sustained enhancement.

Network Support

Keep operations smooth with network monitoring and support for maintenance, administration, design, and beyond.

IT Outsourcing

Leverage a certified team through IT outsourcing, saving costs on in-house IT staffing needs.

Cybersecurity

Implement comprehensive cybersecurity solutions with cutting-edge technologies, real-time alerts, and employee security training.

IT Operations Assessment

Attain market insights and informed IT decisions. Access exclusive technologies at unmatched prices.

Disaster Recovery

Prepare for unforeseen events with scheduled data backup and disaster recovery strategies to reduce downtime and data loss.

Banking and Financial IT Services Tailored to Your Needs

Boost Productivity, Boost Profitability

Don't let IT hiccups put your operations on pause. Leverage years of expertise and proven services for a streamlined environment. Minimize cost and administrative overheads when you work with one IT team for all your services:

Proactive managed IT services
Robust business continuity planning
Compliance support
Disaster recovery
Cutting-edge cybersecurity
Streamlined cloud services
And more

Eliminate recurring issues and take charge of your IT with Technology Advisory Group.

Cybersecurity Built For Financial Protection

Financial data remains a prime target for cybercriminals, making robust protection against ransomware, malware, and hacks essential. Without the right protections, your sensitive information could be at risk, which could put your business and clients in jeopardy. Technology Advisory Group offers proven cybersecurity services tailored to the financial industry. Our comprehensive solutions include managed detection and response to identify and mitigate threats quickly. We implement best practices designed to protect your systems and keep critical data secure.

Get Expert IT Services For Your Financial Institution

And help your clients feel more confident in their data’s security.

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Remote and On-Site IT Support For Reliable Operations

Efficient IT support is crucial to keeping your business running smoothly, whether you’re addressing everyday issues or unexpected challenges. Without dependable assistance, small problems can escalate into significant disruptions. Technology Advisory Group provides both remote and on-site IT support tailored to your needs. Our certified professionals specialize in resolving issues promptly and efficiently, helping you minimize downtime and maintain productivity. From troubleshooting to system updates, we handle the technical details so you can focus on your business.

Your Digital Transformation Partner

Legacy systems and technical debt cost institutions thousands every month. Get the support you need to migrate your systems to modern technologies and cloud-based systems. Identify and deploy efficient technologies that suit your institution with experienced consultants. We will help you build buy-in, vet vendors, train staff and more. Receive market insights and find out how your peers are using technology to make informed decisions for your business.

IT Services for the Banking and Financial Services

FAQs About Banking and Financial IT Services

What IT services typically benefit banking and financial operations?

Banking and financial IT services often include:

IT support for core banking systems
Customer relationship management (CRM) platforms
Data analytics for financial forecasting
Payment processing systems
Mobile and online banking solutions
IT infrastructure management
Helpdesk services

These services aim to improve operational efficiency, support customer interactions, and streamline financial transactions. Many IT providers also offer solutions for disaster recovery and business continuity to minimize downtime during outages.

What can I expect to pay for IT services?

The cost of managed IT services varies based on several factors, including the size of your organization, the complexity of your IT environment, and the specific services you require. We are committed to delivering real value on every engagement. Our team spends time understanding your needs and helps you find ways to minimize cost and complexity.

What industry regulations can you help my financial institution with?

At Technology Advisory Group, we have deep financial sector experience and understand your business's strict regulatory environment. Our technical team is well-versed in a range of financial services regulations including, but not limited to, SOX (Sarbanes-Oxley), GLBA (Gramm-Leach-Bliley Act), PCI DSS (Payment Card Industry Data Security Standard),FDIC (Federal Deposit Insurance Corporation) and FINRA. Please contact us to discuss your specific regulatory requirement needs now.

How can your IT services assist in improving our customer service and operations efficiency?

Technology Advisory Group's IT services are designed to streamline your operations and enhance customer service. By automating routine tasks and integrating customer relationship management systems, you can offer more personalized and efficient services. This approach helps in improving both customer satisfaction and operational productivity.

Cybersecurity is a major concern for us. How do your IT services help in enhancing our institution's cybersecurity?

Technology Advisory Group understands the importance of cybersecurity in the banking and financial sector. Our IT services incorporate state-of-the-art cybersecurity measures, including advanced threat detection, robust firewalls, and ongoing monitoring. This multi-layered approach ensures your data remains secure, and your operations continue unhindered by potential cyber threats.