Financial services I.T. support in Jacksonville
Keep client meetings focused on the client.
A file that won’t open or a sign-in that fails can take over a client meeting. We help with the devices, connections, and everyday I.T. behind your advisory firm, with support shaped around the way your team works.
Support built around your firm
You may need an entire I.T. team, more help for the team you have, or someone to take on a single project. We customize the work to give you what you need, nothing more, nothing less.
Help with the technology behind client work
Your staff need access to their files, email, and business tools throughout the day. We can build these services into your support plan.
Day-to-day I.T. support
When a workstation, sign-in, or connection interrupts review preparation, your staff can turn to our help desk. We support business devices and networks.
Cybersecurity
Email security, endpoint protection, and network monitoring help protect the systems your advisors and support staff use to work with client information.
Backup & recovery
We back up and recover business data and systems, with recovery priorities shaped around the files and services your team needs to resume client work.
Microsoft 365
We help with email, calendars, and account access so advisors and office staff can stay in touch and keep client appointments organized.
Talk through your firm’s I.T. needs
Tell us what is getting in the way of client work, or about a change you’re planning. We’ll talk through where you need help and how we can fit into your firm.
Let’s TalkJacksonville, FL 32211904-204-1191
Questions about working with us
Can we bring you in for a one-time project?
Yes. Our project services cover work such as infrastructure upgrades and office technology changes. You can bring us in for a defined project, whether your ongoing I.T. is handled internally or by another provider. Tell us what is changing and who is involved so we can discuss the work.
Do you offer on-site support in Jacksonville?
Yes. We have a Jacksonville office at 165 Arlington Road North and offer both on-site and remote support. We’ll plan the mix around your locations, working hours, and the help your staff need. Coverage and escalation are set out in your 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.
