Banking and Financial Services IT

Proactive IT solutions for secure, compliant financial operations-backed by a dedicated vCIO and a 30-day opt out clause.

Recurring IT issues are minimized by proactive monitoring and a 98% satisfaction rate from 75+ clients.

Worried about rigid contracts? Flexible, a-la-carte pricing and a 30-day opt out keep you in control.

Security concerns are addressed with regular risk assessments and expert consulting led by your assigned vCIO.

Disconnected systems are unified through engineering and procurement scoping at no added cost.

Compliance headaches are reduced with daily, monthly, and quarterly IT and satisfaction reviews.

Request a Quote for our Banking and Financial Services IT

Trusted IT Solutions for Banking and Finance

Hear how local financial firms experience fewer IT headaches and stronger security

“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

Our Clients

Comprehensive Banking and Financial IT Services

Tailored technology services for secure, efficient operations

vCIO & Executive Oversight

Benefit from dedicated vCIO oversight, delivering strategic planning, compliance guidance, and executive-level support for your financial operations.

Proactive Monitoring & Maintenance

Proactive monitoring and maintenance minimize downtime, detect threats early, and ensure your IT environment remains stable and efficient.

Cybersecurity & Compliance

Comprehensive cybersecurity services, including risk assessments and consulting, shield your firm from evolving cyber threats and ensure regulatory compliance.

Managed IT Services

Customizable managed IT services cover everything from help desk to systems integration, tailored to the unique needs of banking and financial organizations.

Backup Management

Backup management ensures your critical data is regularly secured, verified, and ready for rapid recovery in the event of a breach or disaster.

Cloud Solutions

Cloud solutions and secure remote access enable flexibility and collaboration, while protecting sensitive data and meeting industry compliance standards.

Engineering & Procurement

Engineering and procurement scoping at no added cost delivers seamless technology integration and ensures your systems are always up-to-date.

IT & Satisfaction Reviews

Regular IT and satisfaction reviews keep your strategy aligned with business goals and provide measurable improvements in service and reliability.

Project Management

Project management by dedicated experts ensures smooth rollouts, system upgrades, and technology transitions with minimal disruption to your operations.

Proven Results for Financial Institutions: By the Numbers

98%

Client satisfaction rate

1,512+

Endpoints securely managed

7+

Average years clients stay

Banking and Financial Services IT

Reduce IT Risks and Ensure Compliance in Finance

Banking and financial institutions face unique regulatory and security challenges, making IT reliability non-negotiable. You receive comprehensive oversight from a vCIO who ensures your technology strategy aligns with compliance requirements and business goals.

With a proactive approach, your systems are monitored daily, risks are identified before they become issues, and backup management guarantees data integrity. You benefit from a local, dedicated team-no offshore outsourcing-delivering responsive support.

Customized solutions, a single point of contact, and a transparent 30-day opt out policy ensure flexibility and trust. Experience fewer IT disruptions, strategic guidance, and measurable improvements in both security and efficiency.

Banking and Financial Services IT

Strategic IT Management for Banking Success

Gain confidence knowing your IT infrastructure is tailored for the demands of modern banking and financial services. Every client receives a multi-quarter IT roadmap, addressing both immediate needs and long-term growth.

  • Assigned vCIO for strategic oversight
  • Comprehensive cybersecurity and compliance support
  • Customizable, a-la-carte service options
  • Local, no-charge onsite support
  • Executive leadership access for critical decisions

These differentiators deliver tangible results, including reduced downtime, improved regulatory compliance, and ongoing satisfaction as validated by 98% client approval.

Request a Banking IT Consultation Today

Streamline compliance, reduce IT headaches, and secure your financial operations.

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Banking and Financial Services IT

Secure Your Financial Data Against Growing Threats

Protecting financial data is critical, especially with cyber threats increasing 300% in recent years for the accounting and finance sector. Your organization receives layered security, continual risk assessments, and regular consulting to ensure you stay ahead of evolving threats.

Through daily monitoring and backup management, your critical information remains accessible and protected. All services are delivered by a team with deep experience across multiple industries, ensuring best practices and reliable outcomes.

You also benefit from quarterly satisfaction reviews, direct communication with leadership, and a relationship built on transparency and measurable results.

Banking and Financial Services IT

Streamline Operations with Integrated IT Solutions

Disconnected systems and technology silos create inefficiency and risk for financial institutions. With expert engineering and procurement scoping at no added cost, your operations become streamlined and integrated.

Experience a unified IT environment that supports your business processes and enhances productivity. Projects are managed by specialists, ensuring every solution is tailored to your needs and scalable for growth.

Faster onboarding, proactive and reactive support, and a single invoice simplify your vendor relationships and free your team to focus on delivering financial services-not troubleshooting tech issues.

Your Banking IT Questions-Answered by Local Experts

You gain a dedicated vCIO who oversees your IT strategy, ensuring banking compliance, optimal cybersecurity, and seamless daily operations. Receive proactive monitoring, rapid response to threats, and ongoing support so you can focus on growing your financial business. Benefit from a 30-day opt out clause, local experts, and a tailored roadmap to keep technology aligned with your goals.

You can expect a thorough onboarding process, typically completed in 30 days or less, with no-charge onsite support. Your infrastructure will be assessed for vulnerabilities, and a custom IT roadmap will be built. Dedicated engineers handle everything from cybersecurity to backup management, providing clear communication and executive-level access throughout the process.

Your sensitive financial data is protected through layered security, regular risk assessments, and expert consulting. With proactive technology management and backup strategies, your risk of cyber-attacks drops significantly. Ongoing reviews and compliance checks ensure your systems meet industry regulations and stay ahead of evolving threats.

You receive end-to-end support covering everything from managed IT services to cybersecurity and cloud solutions. Your systems are monitored daily, and issues are resolved quickly, with a team approach that brings in specialists as needed. Enjoy a single invoice, a local team, and flexible pricing to match your business needs.

You benefit from a team with 25 years in business, managing over 1,512 endpoints, and a 98% customer satisfaction rating. Every client receives executive leadership access, daily and quarterly IT reviews, and a multi-quarter strategic roadmap. Most clients experience fewer IT issues over time and remain partnered for over 7 years.


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