Info Advantage delivers tailored IT services for banks, credit unions, wealth advisors, and financial institutions. We understand the security, uptime, and regulatory demands of financial organizations and deliver support that keeps systems protected, data secure, and operations compliant.
From layered cybersecurity to encrypted cloud services and IT policy development, our team helps financial firms navigate risk and strengthen trust. We support your technology so you can support your clients with confidence and focus.
Maintain client trust through secure and compliant systems.
Prevent cyber threats with layered network protection.
Ensure uptime with proactive support and monitoring.
Prepare for audits with documentation and reporting tools.
Protect data using encrypted backups and cloud infrastructure.
Support hybrid work with secure, remote-capable solutions.
Simplify vendor and device management for less complexity.
We create detailed documentation for systems, access controls, and IT procedures that align with compliance standards and provide the evidence and clarity required during internal or external financial audits.
We implement endpoint protection, firewalls, and real-time threat detection to defend sensitive client data, internal records, and financial platforms from unauthorized access, malware, and cyberattacks across your entire environment.
We write tailored IT and cybersecurity policies that satisfy financial regulations including FINRA, SEC, and NIST, helping ensure staff accountability, procedural consistency, and support for insurance and audit readiness.
We monitor your network, servers, and financial systems around the clock. Our proactive maintenance approach helps prevent downtime, resolve issues quickly, and keep platforms available for clients and staff at all times.
Internal IT teams often struggle to keep pace with financial security and compliance requirements. The pressure to maintain availability, manage cyber risk, and support multiple systems stretches most resources thin.
Without structured support, you risk audit findings, service interruptions, or cyber incidents. Delayed updates, unmonitored endpoints, or vague documentation can expose your firm to unnecessary risk and financial loss.
We provide IT services built specifically for financial service organizations. Our team understands the systems, controls, and policies required to satisfy examiners, protect clients, and deliver uninterrupted operations.
Info Advantage brings structure, clarity, and accountability to your IT environment. From compliance support to 24/7 monitoring, we help financial firms scale with confidence and stay one step ahead of evolving risk.
We protect sensitive financial data with layered security, risk assessments, and policy support. Our services help financial organizations meet industry compliance requirements while staying protected from modern threats.
Security is not optional in financial services—it is essential.
Deploy tools that support FINRA, SEC, and NIST controls.
Run vulnerability scans and penetration tests regularly.
Train employees to reduce social engineering risk.
We provide business continuity planning and secure cloud backups to help financial institutions avoid downtime. Even in the event of failure, your client data and systems remain accessible.
Every minute of downtime can affect reputation and revenue.
Back up core systems with encrypted offsite storage.
Maintain operations with recovery plans and support.
Reduce RTO with infrastructure built for resilience.
We provide proactive maintenance, help desk support, monitoring, and vendor coordination for your IT stack. Whether managing financial platforms or telecom providers, we keep everything aligned and supported.
Reliable IT services keep financial workflows moving smoothly.
Monitor key systems to prevent downtime and disruption.
Serve as a single point of contact for IT vendors.
Provide timely help to support staff and client needs.
We support your compliance, protect your clients, and help your business grow through structured, dependable IT services. Our work is rooted in financial industry experience and security-first delivery.
Exam-Ready Documentation
We prepare financial firms for audits by maintaining structured records, system logs, access controls, and written policies. This documentation supports compliance reviews and ensures your firm remains fully audit-ready throughout the year with total confidence.
Security-Driven Support
Our IT services prioritize client data confidentiality, risk mitigation, and secure system access. Every solution we provide is selected, configured, and managed with financial security requirements at the forefront of our entire support process.
Personalized Relationships
We build close partnerships with financial firms by learning their systems, workflows, and compliance needs. This allows us to deliver IT services tailored to each firm’s size, specialties, structure, and internal operations model.
Predictable IT Costs
Our flat-rate managed services eliminate surprise billing and allow firms to budget confidently. You receive responsive support, proactive maintenance, and strategic guidance for a consistent monthly investment without any unexpected financial fluctuations.
Yes. We help meet FINRA, SEC, NIST, and other industry regulations through policy development, system hardening, and documentation. We also support audit preparation and examiner requests.
We implement layered cybersecurity, including encryption, threat detection, multi-factor authentication, and policy enforcement to keep sensitive financial data safe from internal and external risks.
We support a wide range of financial platforms. We also coordinate with your vendors to troubleshoot problems, manage updates, and ensure availability of mission-critical applications.
Yes. We help you meet the technical and policy-related requirements requested by most cyber insurers, including risk assessments, backup standards, and user training programs.
Absolutely. Our services are designed to scale with you. Whether you are a local advisor or a growing regional institution, we tailor IT services to fit your size and needs.