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Financial services firms carry a level of risk most IT providers don’t fully account for. Client account details, investment records, and personal financial information sit on your systems every day, and a breach or an outage doesn’t just cost time, it costs the trust clients place in you to protect their financial lives.
Nicom IT Solutions delivers managed IT services designed around that reality, backed by our cybersecurity and continuity practice, for financial advisors, insurance brokerages, and mortgage brokers based in Halifax and Atlantic Canada, with growing experience supporting financial services firms in the Greater Toronto Area.
Not sure which of these your firm currently has covered? A free assessment will tell you.
We treat your systems the way a firm handling account numbers, investment records, and personal financial information should be treated, with assessments, safeguards, and a documented response plan built for the actual risk, not generic monitoring language.
We plan capacity and support availability around the reality that downtime for a trading system or client portal isn’t just inconvenient, it can be financially consequential for your clients.
Most financial services firms don’t have an in-house IT person. We explain what matters in plain terms and make the recommendation clear.
There’s no alert when a phishing email gets through.
No report when client account information is accessed by the wrong person.
Just a client finding out their financial information wasn’t protected.
That gap between what a firm assumes is protected and what’s actually protected is where financial services firms get hurt most, because it’s invisible until it isn’t.
Whether your firm operates from one office or several, your systems need to give the right people secure access to client files without creating new vulnerabilities. We help firms move client files and workflows to properly configured cloud and Microsoft 365 environments, support multi-location access without duplicating security gaps, and keep capacity ready so client-facing systems hold up when it matters most. Firms with tested backup needs may also benefit from our backup and business continuity services.
Financial services firms that get found by clients also need to get found by AI search. If your firm hasn’t checked how it shows up when someone asks ChatGPT or Google AI Overviews who to call, our Digital Visibility services cover that side of the picture too.
Financial services firms handle sensitive client financial data and rely on systems, trading platforms, client portals, account management tools, that can’t afford unplanned downtime. Managed IT addresses both the security risk and the reliability requirement together.
A provider that understands the risk profile of client financial data, has a documented security and incident response process, and understands that downtime for client-facing systems carries real financial consequences, not just inconvenience.
Through a layered approach: security assessments, email and endpoint protection, access controls, tested backups, and a documented response plan.
No obligation. Most firms uncover a gap they didn’t know about within the first review.
