Excensure

Financial

Fearlessly Script Your Growth Story with Leading IT Support for Financial Services 

Managed IT services for financial firms that drive your growth 

  • Tailored IT services for financial institutions 
  • Robust protection from fraud and cyberattacks 
  • Robust protection from fraud and cyberattacks 
  • IT alignment with business goals
  • Save 40% vs. in-house teams
  • PCI DSS compliance
  • Increase operational efficiency
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Managed IT Services for Financial Firms: Powering Your Growth Story

Your customers today want to access finance at their fingertips. And so, financial institutions cannot afford to stay behind. But to offer advanced technological services, your financial institution needs to be digitally savvy. And this calls for robust IT. 

Maintaining robust information technology architecture requires your constant attention. But can you dedicate the time this demands? 

When you choose IT solutions for financial services from Excensure, you are not just subscribing to better operational efficiency, robust security, and high client confidence, but also giving yourself more time to focus on your core competencies and offer your customers the experience that sets you apart from the competition.  

Here are the top benefits that Excensure’s managed IT services for financial firms offer:

  • More time and resources to focus on core competencies 
  • Stress-free, robust security against cyberattacks and fraud 
  • Cost-efficient solutions that help you save money 
  • Support of a dedicated TAM (Technical Account Manager)
  • Access to scalable infrastructure support

The Evolving Financial Industry Landscape: Why IT Services for Financial Services Are Mission-Critical 

To simply say that the finance industry is evolving would be an understatement, because it has been doing so at a breakneck pace. And the engine fueling this transformation and growth story is, of course, Information Technology (IT). So much so that today, if we say finance and IT are inseparable, it wouldn’t be an exaggeration. 

Consider, for example, the apps that people use regularly to access accounts, make investments, file taxes, or make digital payments. What drives them all? IT. The omnipresence of IT behind finance’s growth story means three things:

Digital Client Expectations: Even giants in the financial industry cannot rest on their laurels and refrain from offering digital banking services that customers demand. Customers today want banking and finance at their fingertips. And if traditional banks cannot provide that, customers will easily switch to fintech players. 

Protection from Cyberthreats: Increased digitization of the finance industry means financial data is exposed to a greater number of cyber threats. Financial institutions, therefore, need IT support that not only helps them scale rapidly but also provides credible protection against fraud and cyber threats. 

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Regulatory Pressures: Given the criticality and sensitivity of the transactions they help facilitate, the financial sector is one of the most regulated industries in the world. Moreover, noncompliance with IT-related mandates carries heavy penalties. 

Connect now to Script Your Growth Story

Unique IT Challenges for Financial Institutions 

At Excensure, we offer a comprehensive suite of governance in managed IT services, each engineered to reinforce your IT framework and support your unique business needs.

Cybersecurity Threats 

Hackers know that financial institutions are repositories of highly valuable data, including financial credentials and personally identifiable information. Hence, it is no surprise that financial institutions are 300 times more likely to face cyberattacks. Our proactive approach and robust cybersecurity measures protect your mission-critical data against fraud and other forms of cyber threats so that you can focus on scaling your business.  

Outdated Systems 

Many financial institutions still rely on legacy systems to run their IT processes, causing inefficiencies and creating data silos. We help you modernize your IT in a cost-efficient, phased manner by migrating your data to secure cloud environments without disrupting your operations. 

Downtime & Inefficient Support 

Financial institutions cannot afford downtime because every minute of it leads to loss of consumer confidence and financial loss. Through our NOC services and proactive monitoring, we deliver 99.9% uptime—leading to rapid transaction processing, increased operational efficiency, and a boost in consumer confidence.

Data Management and Analytics


The huge volume, sensitivity, and complexity of financial data create unique challenges for its storage, management, and use. We help you overcome this by migrating your data from its current location (on-premises systems, legacy solutions, or other cloud platforms) to Microsoft 365 cloud, while ensuring enhanced productivity, robust data security, and minimal disruption.

Compliance Overload

Staying compliant is a must for financial institutions, as non-compliance with IT-related mandates can lead to heavy penalties. We help financial institutions stay compliant with diverse regulations, including SEC/FINRA, PCI DSS, GDPR, and DORA.

Cut-Throat Competition

Traditional financial institutions face huge competition from tech-focused, agile fintech companies that offer better user experiences. But with Excensure’s tailored list of IT services for the financial industry, you can stay competitive.

Financial IT Services:
What Does the Future of Financial Institutions Look

The world of finance is about to undergo a sea change characterized by accelerated digital transformation, hyper-personalized customer experiences, and the widespread integration of fintech. More and more financial institutions will start leveraging AI, machine learning, and data analytics to offer customers value-added services. These technologies will also help financial institutions proactively detect fraud and ensure greater regulatory compliance. 

All of these advancements have IT at the core. And this is where we come in. Through our tailored range of managed IT services for financial firms, we help you address all technological challenges and keep your business future-ready.  

Connect Now to Build a Future Ready Financial Institution 

Why Excensure’s IT Solutions for Financial Services Are Class Apart

We don’t just provide technology; we provide finance-focused IT solutions that directly align with how your firm operates. 

Finance-Specific Compliance & Security 

  • Aligned with SEC/FINRA, PCI DSS, GDPR, DORA, and other regulatory guidelines. 
  • End-to-end encryption for every client interaction. 
  • Governance oversight to reduce risk and support regulatory adherence.  

Unmatched Support & Customized Solutions

  • Support from US-based engineers who are trained in compliance, and who work a true 24x7 schedule. 
  • Real-time threat detection to combat fraud and cyber threats.
  • NOC and SOC services and proactive monitoring to deliver 99.9% uptime.  

Scalable Infrastructure and strategically Aligned Solutions 

  • Regular and detailed compliance reports. 
  • Led by a TAM, our governance services align IT with business goals.
  • Scalable infrastructure to support rapid transaction processing.  

Staff Training & Change Management

  • Workshops and on-demand training to ensure end user security training and compliance. 
  • Guided transitions to new systems with minimal disruption. 
  • Continuous upgrades to keep your firm ready for the future.  

Implementation: Tailored Financial IT Services That Work for You 

We don’t believe in showing up one day with generic financial services IT support. Instead, we offer custom solutions that are exclusively designed for you. Because for us, every client is unique—and so are their challenges. This process often starts with understanding your system, business model, culture, and pain points.  

Needs Assessment

We start with a detailed review of your current IT processes. This requires us to talk to your team and identify the issues that need resolution. 

Custom Service Plan 

We design custom financial services IT solutions aligned with your business goals. Robust security, scalable infrastructure, and digital solutions are embedded into our plan. 

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Ongoing Support

Post-execution, we test the new IT solution to ensure it meets the desired operational benchmarks and security standards. Our goal is to ensure the client can manage the solution upon completion of the project. 

Ready to make IT power your growth while boosting operational efficiency and client confidence?  

Talk to Excensure—the trusted provider of tailored IT services for the financial industry across the continental US. 
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FAQ

Frequently Asked Questions

What types of IT support for financial services does Excensure provide?
Excensure delivers a range of IT support for the financial services industry including compliance and governance, cybersecurity, cloud migration, data management, and strategic IT consulting in Ohio, New York City, New Jersey, Toronto, Brazil, Mexico and across the continental U.S.
How do your financial services IT solutions improve security and compliance?
Our governance services, led by a TAM, align IT with your business goals. Besides, we also help financial institutions stay compliant with diverse regulations, including SEC/FINRA, PCI DSS, GDPR, and DORA. Additionally, our real-time threat detection and proactive monitoring offer robust protection against fraud and other forms of cyber threats.
What is included in your IT services for the financial industry?
We offer a wide range of IT services for the financial industry including compliance and governance, cybersecurity, cloud migration, data management, and strategic IT consulting in Ohio, New York City, New Jersey, Toronto, and across the continental U.S.
How do your IT solutions for financial services help firms stay compliant with regulations like SEC/FINRA PCI DSS and SOX?
To help you stay compliant with regulations like SEC/FINRA, SOX and PCI DSS, we start by evaluating your current IT environment against the requirements of these regulations and identifying gaps to develop a tailored compliance roadmap. We then design a unified compliance strategy and remediation plan. We then execute the plan and configure the systems to achieve compliance with minimal disruptions. We follow this by validating compliance readiness with testing and mock audits. Finally, we achieve the certifications and offer continuous monitoring and support.
Why should banks and financial institutions choose Excensure as their financial IT services provider?
Banks and financial institutions often choose us as their financial IT services provider for SEC/FINRA, PCI DSS compliance and robust cybersecurity to protect sensitive financial data. Our NOC services and proactive monitoring deliver 99.9% uptime, while our governance services, led by a TAM, align IT with business goals. We also provide secure cloud migrations and real-time threat detection to combat fraud and cyberattacks.
Do you offer managed IT services for financial firms, and how do they work?
Yes, we are the number one provider of managed IT services for financial firms in Ohio, New York City, New Jersey, Toronto, and across the continental U.S. We work as an adjunct to your internal IT team. Our engineers, analysts, and governance experts turn opaque IT into a clear, predictable part of your operations. In other words, we make your IT predictable and resilient in the best possible way.
Can your IT services be tailored for banks, investment firms, insurance companies, and fintech startups?
Absolutely, we believe that every client is unique and so are their problems. Therefore, we make it a point to study your processes, identify gaps, and then offer IT solutions that are tailored for you.
How does Excensure ensure data security, encryption, and fraud prevention for financial organizations?
Excensure offers real-time threat detection and proactive monitoring—resulting in robust protection of your data and personally identifiable information against fraud and other forms of cyber threats.
What ongoing IT support do you provide to financial firms after implementation?
Post-implementation, your TAM—backed by 60+ Level 1, 2, and 3 engineers in our Winston-Salem, North Carolina HIPAA-certified Service Operations Center and our San Antonio Network Operations Center—ensures sustained compliance through ongoing monitoring and optimization.
How do your IT solutions help financial companies reduce costs and improve client experience?
Our solutions are cost-efficient and, on average, help you save about 40% compared to having in-house teams do it. Moreover, the solutions are scalable, boost operational efficiency, ensure robust security, boost client confidence, and enhance customer experience.