Financial services I.T. support
Give client work the I.T. support it needs.
Preparing for a review, sharing a document, and following up with a client all depend on working business technology. Design I.T. Solutions provides nationwide I.T. support for financial services firms, with help for staff, business systems, and planned technology changes.
Support built around your firm
Choose ongoing management of your business I.T., additional support for an internal team, or a defined project. We work through the systems involved and your firm’s requirements before agreeing on responsibilities.
Help with the technology behind client work
Client platforms may be supplied by several vendors, while your firm manages the people and devices that reach them. We help with that business I.T., including workstations, phones, Microsoft 365, servers, and networks.
Day-to-day I.T. support
A laptop that cannot reach a portal or a workstation that will not open a file can delay meeting preparation. Our help desk supports business devices and networks, with software vendors involved where their platforms need attention.
Cybersecurity
Email security, endpoint protection, and network monitoring help protect the systems used for client work. Include account access and staff changes in the plan, with your firm directing permissions and information-handling requirements.
Backup & recovery
We provide backup and recovery for business data and systems. Identify which records sit in a hosted platform and which are held in email, shared storage, or local systems so recovery planning addresses the right locations.
Microsoft 365
We support email, calendars, and account access. Shared mailboxes and delegated calendars can help colleagues coordinate appointments and cover approved responsibilities when an advisor is away.
Talk through your firm’s I.T. needs
Tell us what staff need help with and which systems are involved. We can discuss ongoing support, help alongside your I.T. team, or a planned change to your business technology.
Let’s Talkand the help your team needs.1-800-998-3376
Questions about working with us
Can we bring you in for a one-time project?
Yes. A defined project can cover an infrastructure upgrade or office technology change while your existing team or provider continues ongoing support. Tell us what is changing, the applications affected, and who will maintain the systems afterward.
How do we arrange support across locations?
Start with the locations and working hours your plan needs to cover. We’ll discuss remote support, any work that requires a site visit, and how requests are escalated. Availability and responsibilities are agreed for your organization and recorded in the service agreement.
What should we bring to the first conversation?
Start with the problems you want solved or the project you have in mind. It helps to know your staff and locations, main applications, and existing I.T. support. If your firm has vendor-assessment requirements, bring those too. There’s no need to send client records or passwords with an inquiry.
