Managed Services for Financial Institutions

You Manage the Finances and We’ll Manage Your Day-to-Day IT Challenges and Support

Whether accounting and CPA firms, billing and payroll processing, insurance or wealth management, financial services companies of all types benefit from Prototype:IT’s managed IT support services. Our highly-experienced staff will keep your environment safe and secure while delivering benefits and value to your business through effective monitoring and management of your daily IT needs and operations.

Partners

When Looking for an IT partner, Prototype:IT Is The Premier Choice for Financal Managed Solutions

In order to maximize processing, transactions and investments in the busy, competitive financial services industry, companies require continuous online presence and timely access to key information – anytime, anywhere. Our breadth of expertise, depth of resources and proactive service approach provide best-in-class benefits and value to your financial services business including but not limited to:

Enhanced Security for Sensitive Financial Data

In the Financial Services industry, your client’s information requires the highest level of privacy and security, and that’s exactly what you’ll get with Prototype:IT. You’ll experience true peace of mind with our certified security experts, 24×7 monitoring with real-time alerts, the latest security solutions and effective back-ups and disaster recovery planning.

Increased Internal and Regulatory Compliance

Increased transparency requirements mean increased oversight and compliance requirements for financial services firms. Our team helps you meet and exceed IT related standards for technology availability, security, compliance and configuration, and will consistently monitor and manage performance to maintain compliance where necessary.

24x7 Systems Access and Data Availability

The financial world never sleeps and demands continuous data and systems access to support on-going business and transactions around the clock. Our expert technologists ensure complete availability and access through effective and proactive monitoring and management that allows your company to deliver the best customer experience for your clients anytime, anywhere.

Get More Info

Hear from Our Satisfied Clients

“Prototype IT has been a great 3rd party service provider”
“Prototype IT has been a great 3rd party service provider for our cybersecurity and help desk needs. After hour techs are knowledgeable and have been a great resource when there are issues during irregular hours. Very thankful for our partnership”

Todd Baden

“Prototype is on top of their IT game”
“Prototype is on top of their IT game. I have had very few issues, but the Prototype team has worked quickly to get my issues resolved. I really appreciate the help. Thank you especially to Dan and Wes for providing awesome customer service!”

Mary Birdseye - Dowthitt

“Prototype IT has been incredibly helpful”
“Prototype IT has been incredibly helpful across a wide range of issues. Whether it’s looking into potential phishing scams or helping me get online when I was unable to access critical information working from home, they always come through. They even assisted me in person by setting up my laptop initially. Their team is responsive, quick, and always reliable—I highly recommend them for any IT needs!”

Matthew Cashman

“I have had the pleasure of working with Prototype:IT”
“I have had the pleasure of working with prototype:IT for several years, and I couldn’t be more impressed with their services.

Their staff understand our unique needs and provid tailored solutions. Their proactive approach to troubleshooting has saved us valuable time and resources. They have truly become a trusted partner in our success!”

Scott Polzin

“Prototype IT consistently delivers excellent service”
“Prototype IT consistently delivers excellent service, with fast response times and effective problem-solving across a wide range of technical issues. Their expertise in both hardware and software ensures that problems are resolved quickly and efficiently, often on the same day. Communication is clear and proactive, keeping users informed throughout the resolution process. The team also takes a preventative approach, regularly monitoring systems and implementing necessary upgrades to ensure smooth operations. Overall, their dedication and professionalism make them a valuable asset to the company.”

Audrey Meredith

“The people at Prototype IT are always so friendly”
“The people at Prototype IT are always so friendly, patient and knowledgeable. We’ve worked with them for several years and I’ve never had a bad experience. I never have to wait very long to get help, and if it’s an office-wide issue, they’re super patient with being transferred from person to person.”

Amber Hines

“Super Professional! ”
“Prototype has never failed to help me solve a problem. They are always ready to help and are super professional. My colleagues are so glad to have Prototype on hand so we don’t have to worry about anything IT related at all – we can focus on our work 100%.”

Mary Weiss

“Expertise, Reliability and Innovation”
“Before Prototype:IT, we had been involved with numerous IT companies over the years, all of which had shortcomings. What we needed was an IT partner that could be counted on for not only being experts in their field, but also be reliable, innovative and responsive to our needs. Doug Oppenheimer and his team have fulfilled all of our requirements and proven to be an asset to our company.”

Hospitality Company

“We Make a Great Team”
“As far as I’m concerned, you guys are awesome. Most of the daily stuff is going to your group and you call me when you have issues. I like to think we make a great team, with the exception I’m still way behind, but catching up thanks to you guys.”

Logistics Company

“Best Decision We Ever Made”
“I have been here 30 years and have never felt as confident as I do now, that all of our needs and concerns are covered. Becoming a Prototype:IT customer is one of the best decisions we have ever made. They have an excellent company with highly qualified technical personnel.”

Manufacturing Company

“You’re in Good Hands”
“As an IT Consultant, I feel that you are in good hands. I think the Prototype:IT team has done a solid job on this email migration. I always appreciate an IT professional that is very considerate of not breaking a system while migrating it, and was sincerely impressed. From my vantage point they should have had full email capability without a hitch.”

Satisfied Customer

A Proactive Approach to Financial Managed Services

Prototype:IT’s team of technical experts monitor and manage your environment to proactively identify and resolve issues before they negatively impact your business. And no matter the issue, our expert staff is capable and ready to handle the unique technology challenges specific to your company.

And in the event of an unforeseen disaster, Prototype:IT will have your company ahead of the risk. Through our effective back-up management and disaster recovery planning, we’ll have your business up and running as quickly as possible for continuity of operations and continued revenue generations.

19+ Years

As a trusted managed services provider (MSP)

24/7

Responsive technical support

98%+

Customer satisfaction rating

Our Valued Partners

Prototype:IT has developed a strong and deep partner eco-system with the best technology providers in the industry. This allows our team to deliver best-in-class solutions and the latest technology to your business from partners including but not limited to:

Microsoft Partner Badge