Why Should I Choose Specialised IT Support for My Financial Firm? 

At Compex IT, we work with our fair share of financial planning and advisory firms so we’ve had a front-row seat to the unique twists and turns that come with managing IT in this field. It’s this very experience that means we’re one hundred percent qualified to say that you absolutely should consider choosing a specialised IT support for your financial firm. 

After all, the data you handle is sensitive, so you want experts by your side to give you the best tech advice for your industry and help stop situations from getting hairy!  

Here are our reasons for why you should always choose an IT support company that understands financial firms: 

Understanding financial firm needs 

Chances are you didn’t get into finance because you wanted to be a tech and cybersecurity whizz; that’s where choosing an IT provider who understands financial firms can help. We’re not just another run-of-the-mill IT provider, we have in-depth knowledge of the financial industry. Whether it’s mastering the art of financial planning software or flawlessly integrating a smorgasbord of tools, we’ve got you covered leaving you to focus on the rest of your business. 

Compliance with regulatory requirements 

Ah, compliance. The thought of not being fully compliant is enough to make any financial firm break out in a cold sweat. From GDPR to PCI-DSS to HIPAA, we’re well versed in industry regulations, which means our expertise can help your IT systems stay on the straight and narrow, dodging hefty fines and keeping your reputation sparkling clean. And who doesn’t want that? 

Meeting FCA standards 

One of the biggies for IT support in financial firms is making sure everything is up to date with the Financial Conduct Authority (FCA) regulations. The FCA sets strict guidelines to ensure data security and the integrity of financial services. As specialists, we’re deeply familiar with these requirements and stay on top of any changes. This way, your systems are always in line with FCA standards, helping to keep you out of hot water. 

Tailored security solutions 

We know the FCA has some pretty tough rules, so we offer custom IT security solutions to match. Think strong encryption, strict access controls, secure data storage, and nonstop network monitoring. We help to make sure your client data stays safe from cyber threats and prying eyes, giving you peace of mind. 

Regular audits and assessments 

Compliance isn’t a one-and-done deal; wouldn’t that be nice! To keep up with FCA rules, we do regular audits and assessments of your IT setup. Our keen-eyed team will work to spot and fix any issues before they become problems. This proactive approach keeps you clear of penalties and ensures you’re always playing by the rules. 

Maintaining confidentiality 

For obvious reasons, client confidentiality is a big deal in financial services—it’s all about trust. We make it our top priority to handle your clients’ information with the utmost care and discretion. By sticking to the highest standards of data security, we help you build and keep the trust your clients have in your firm.  

Rapid response 

If the thought of being accidentally non-compliant made you break out in a sweat earlier, the thought of IT downtime is going to have you shivering! Our dedicated support team is committed to providing rapid assistance whenever issues arise. We understand the critical nature of IT in financial planning and the impact that even seemingly minor disruptions can have on your day-to-day operations. Whether it’s a software glitch, a network outage, or a cybersecurity concern, our team is on standby to resolve issues as quickly and efficiently as possible. 

Personalised service 

If an issue does occur, the last thing you want to hear down the phone is an automated robot voice, which is why we firmly believe in providing personalised service to every client we work with.  

When you reach out to our support team, you won’t be speaking to a generic help desk agent; you’ll be working with a knowledgeable and friendly IT professional who understands your business. Whether you need support with software upgrades, troubleshooting technical issues, or setting up new tech, our team is here to help.  


Does your financial firm need IT support? Contact our team today to find out about our range of IT services!