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INDUSTRIES
FINANCE AND INSURANCE

IT Services for Finance
and Insurance

The right IT services for your finance or insurance business are important, both for keeping your business competitive and keeping you in line with the regulations and responsibilities you’re required to follow.

At CMIT Solutions, we understand the specific needs of the finance and insurance industries, and we’re well-equipped to create IT management plans perfect for your business. We also stay up to date on the industry, so your IT infrastructure is always in line with the latest best practices and applicable laws. Whether you own a bank or other financial company, we’ll help you maintain complete compliance.

Helping you protect your clients

Your data is extremely important and needs to be protected from every threat. Along with meeting your internal IT needs, security solutions for your business are our top priority.

  • Cybersecurity services will keep your clients’ data secure whether you house it internally or on offsite servers.
  • Data backup and recovery services will give you peace of mind that your data is secure no matter what happens.
  • Cloud services give you more space to store sensitive data safely and privately.
  • Device management can give your agents secure access from wherever they happen to be.

View Our Full List of IT Services

Meet FINRA regulations

CMIT Solutions has the expertise to help you comply with FINRA mandates that protect investors and ensure the market’s integrity. We’ll work with you to assess compliance gaps and develop a plan to align your processes and practices with FINRA guidelines.

See How Our Solutions Can Improve Your Business

Contact CMIT Solutions today to get more information about complete IT support for you.

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Finance & Insurance – FAQ

1. What IT services do you provide for finance & insurance firms?

Managed IT, cybersecurity, cloud services, backups, device management, compliance support.

2. How do you help protect sensitive financial data?

Encryption, firewalls, intrusion detection, endpoint security, and continuous monitoring.

3. Can you ensure compliance with regulations (e.g. FINRA, GDPR)?

Yes — we help align IT systems with regulatory standards and best practices.

4. What if our network gets breached or data is lost?

We provide rapid incident response, recovery, and backup restoration to minimize losses.

5. Do you manage cloud infrastructure for finance businesses?

Yes — we implement and manage secure cloud environments for storing financial data.

6. How do you support agents or staff working remotely?

We set up secure VPNs, device management, and controlled access to protect remote operations.

7. What’s your approach to disaster recovery?

Regular automated backups, off-site storage, and tested plans to ensure quick recovery.

8. Do you offer scalability as our firm grows?

Yes — our infrastructure is modular and expandable to match your growth.

9. How quickly will you respond to support requests?

Critical issues get immediate attention. Non-urgent ones are handled based on your SLA agreement.

10. How do we start working with you?

Schedule a free consultation/assessment, after which we’ll propose a custom IT plan.

Contact us today for a quick consultation.