Industries we serve
IT Services for Finance & Insurance
Your clients trust you with their whole financial position. That makes your systems worth attacking, and it makes four months of the year the ones where nothing can go wrong.
IT Challenges for Financial Advisors and Insurance Agencies
Busy season has no slack
A day lost in February costs more than a week lost in July, because the deadline doesn't move. Anything that needs downtime has to happen before the season or after it, and most providers don't think about that until January.
The written security plan is required
Firms that prepare returns must keep a written information security plan, and the FTC Safeguards Rule put real weight behind it. Most of the plans we're shown describe a firm that changed several years ago.
Fraud targets money in motion
Somebody impersonating a client, or impersonating you, to redirect a transfer is the loss that happens most in this industry. It succeeds by exploiting a process, so the fix is a verification step inside that process.
Client records are kept for years
Statements and identity documents are held long after the work is done. Every year of retention is another year that data has to stay protected, and another year it's worth stealing.
IT Support for Financial and Insurance Firms
We plan around your calendar. Upgrades and migrations happen when a mistake would be survivable, which for a firm preparing returns isn't February, and for a firm with extension work isn't September either.
We write the security plan the Safeguards Rule expects and keep it matched to what you run, so it's a document you can hand to anyone who asks. That work sits within our compliance services.
We put controls around money movement: verification that doesn't depend on a single email, and security awareness training aimed at the way this industry gets defrauded.
We handle seasonal staff properly. Accounts get the right access on the first day and get closed on the last, which is the gap temporary help usually leaves open. We do both through Microsoft 365 management, so nobody has to remember.
If your current provider has let a problem sit in a queue, you're not the first. One financial advisory practice spent a year in a large provider's support queue, and the email problem was found in our first meeting. Switching from your current MSP explains how a move works.
Further reading
Why phishing keeps getting past your filter and multi-factor authentication without the daily fight cover the email side of fraud prevention in more detail.
In their words
Tech Dynamix is the best around. They are a big reason we are able to grow our business. Their customer service is out of this world. They are extremely responsive and typically resolve our issues within hours of calling. I would recommend Tech Dynamix to individuals and businesses (both small and large) for all their computer needs. They help us with installs, repairs, and converting and transferring files. Tech Dynamix does it all! Give them a call next time you have a computer problem, you will not regret it.
Common questions
Can you support our tax and portfolio software?
Yes, hosted or running locally, and we coordinate with those vendors when something breaks in the middle of a season. Knowing which of them to call, and how quickly they answer in March, is part of the job.
What is a written information security plan, and do we need one?
It's a document that records what client data you hold and the safeguards protecting it, including who is responsible for each one. If your firm prepares returns, you're expected to have one. We write it against your actual systems and keep it current, so it describes your firm and not a template with your name at the top.
Can you do project work during busy season?
We'd rather not, and we'll tell you so. Anything that can wait until May will wait until May. During the season we keep you running and fix what breaks, which is the work that matters then.
A client emailed new wire instructions. How do we know they are real?
Call the client on the number you already had, not the one in the message. That single habit stops most of these, and we'll help you make it a written procedure so it happens on busy days too.
Insurers ask about it now as well. Our post on what your cyber insurance application is asking explains why.
Where we usually start
Cybersecurity and Compliance Services for Financial Firms
Managed IT Services
Your staff get help from people who already know your systems, and technology stops being the reason work stops.
Learn more about Managed IT ServicesCybersecurity Services
Layered protection monitored around the clock, with a team that acts on what it finds.
Learn more about Cybersecurity ServicesBackup & Business Continuity
Backups we test by restoring from them, so the first real test isn't the day you need them.
Learn more about Backup & Business ContinuityCloud & Microsoft 365
Microsoft 365 and cloud systems your staff can reach from anywhere, with the tenant configured correctly and backed up.
Learn more about Cloud & Microsoft 365CMMC & HIPAA Compliance
CMMC and HIPAA readiness with evidence you can hand an auditor, and a plain assessment of where you stand before anyone asks.
Learn more about CMMC & HIPAA ComplianceReady to discuss IT for Finance & Insurance today?
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If you'd rather not use the calendar, call 440.210.1362 and we'll set up a time with you.
Monday through Friday, 8:00 a.m. to 6:00 p.m. Eastern