IT Services for Financial Institutions and Advisors

Whether you’re a bank, credit union, brokerage, insurance agency, or other type of financial services firm, you need secure, streamlined IT solutions.


The right IT partner will:

CoopsysArtboard 10_icons

Invest the time to thoroughly understand your business and industry.

CoopsysArtboard 10_icons

Help guide you through the process of implementing a Sheltered Harbor Resiliency Plan for Data Vaulting.

CoopsysArtboard 10_icons

Have experience and knowledge in core processor systems including FiServ, Symitar, Synergent, CU*Answers, FLEX, Finastra, and more.

CoopsysArtboard 10_icons

Have experience and knowledge in agency management software systems including Applied Epic, QQCatalyst, AMS360, Jenesis, InsuredMine, Applied TAM, AgencySmart, Tableau, A.D. Banker, Confluence, Metabase and more.

CoopsysArtboard 10_icons

Offer you the latest cybersecurity advancements to reduce your risk.

CoopsysArtboard 10_icons

Develop a reliable business continuity plan to protect your business against adverse events.

CoopsysArtboard 10_icons

Deliver 24 x 7 rapid response helpdesk support to ensure maximum work productivity.

CoopsysArtboard 10_icons

Provide you with a secure, reliable cloud and private data center (private cloud) solution.

CoopsysArtboard 10_icons

Implement and maintain a dependable wired/wireless infrastructure for maximum performance.

CoopsysArtboard 10_icons

Furnish engineering services to customize your IT solutions using cost effective and robust technologies.

CoopsysArtboard 10_icons

Be the one contact that manages all your IT vendors.

We’ve got you covered.

One team + One IT Services plan customized to meet your unique business needs. Read more about our plan here.

CoopsysArtboard 2 copy 2_hexagons

Not yet ready for a plan?

Asset 4

Try our Financial Services Core Processor Service IT assessments.

Contact us via the form below for more info.

Asset 3

Not sure which IT assessment you need?

Please fill out this form for help. 

You’ll gain valuable insights into the current state of your technology and how to leverage your IT to propel your business forward.

Helping a New England-Based Insurance Agency Increase Their Productivity and Remain Operational During Adverse Events


A multi-location, award-winning insurance agency offering both personal and business insurance options. They’re known for their 100 years of combined insurance knowledge and their commitment to outstanding customer service.



They outgrew their IT vendor’s capacities and needed more IT leadership and support. They were looking for a strategic, experienced IT partner who could help solve chronic technology issues and offer them a reliable disaster recovery solution. We helped them accomplish this.

Asset 6

What we did:


We conducted an initial assessment of their IT infrastructure and systems to gain an in-depth understanding of their needs and current issues. Then, we designed a custom strategy and technology roadmap with recommendations to ensure that the company’s IT aligned well with their business needs and goals. Next, we implemented tools, processes, and policies to help them perform their work more efficiently.

Once we addressed their most pressing issues, we implemented a Business Continuity (BC) solution so they could remain operational during adverse events and internet outages. This included migrating them to the cloud and installing a VoIP telephony solution. These two things combined gave their team members the freedom to work from anywhere at any time. Lastly, we set up redundant internet connections at all their locations to avoid any downtime in case the broadband went down.

After we implemented their BC solution, a series of gas explosions occurred in the Merrimack Valley region, which destroyed properties, caused loss of lives and led to forced evacuations. While many of their clients were negatively impacted and needed their support to respond and recover from the disaster, the company was able to seamlessly serve their clients and operate their business during the outages from any location.


With more strategic guidance and IT improvements, the firm was able to increase their efficiency, performance and productivity issues as well as continue to work during adverse events. They could also avoid any internet downtime caused by broadband issues. These changes enabled them to become more competitive and to serve more clients.

Ready to partner with a team of IT experts to propel your business forward?