Industry: Financial Services

    Financial Services IT Managed Intelligence

    Your clients trust you with everything. We deliver compliance-ready infrastructure, zero-downtime operations, and audit-grade security.

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    Financial-Specific Solutions

    Regulatory Compliance

    SOC 2, SEC/FINRA requirements, and ongoing compliance monitoring with audit-ready reporting.

    Data Protection & DLP

    Client financial data encryption, data loss prevention, and controlled access to sensitive records.

    Zero-Downtime Operations

    Redundant infrastructure with failover and real-time replication for business continuity.

    Financial App Support

    Support for QuickBooks Enterprise, Sage, Bloomberg Terminal, and portfolio management platforms.

    Secure Client Portal

    Encrypted document exchange and client communication channels that meet regulatory standards.

    Cost Optimization

    Right-sized infrastructure that eliminates overspend while maintaining compliance requirements.

    Managed IT

    Foundation

    Financial app hosting, redundant infrastructure, and 24/7 support with guaranteed uptime SLAs.

    Security & CMMC

    Protection

    SOC 2 alignment, DLP enforcement, encrypted client portals, and continuous compliance monitoring.

    AI & Automation

    Intelligence

    Automated compliance reporting and AI-driven anomaly detection for suspicious transaction patterns.

    Traditional Support vs. Core12 Managed Intelligence

    CapabilityTraditional ITCore12 MIP
    ComplianceAd-hoc / annual reviewContinuous SOC 2 & SEC/FINRA monitoring
    Data ProtectionStandard encryptionDLP + access controls + audit trails
    Uptime99% (8.7 hrs/yr down)99.99% with real-time failover
    Financial SoftwareBasic install supportDeep expertise in industry platforms
    Client Data SharingEmail attachmentsEncrypted portals with audit logging
    Response TimeBest-effort / next day<10 min guaranteed

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    Talk to a Financial IT Specialist

    15-minute call. We'll assess your compliance posture and infrastructure readiness.