Financial Services IT Support

Downtime and IT issues cost your financial services firm, bank, or credit union more than just money. It can cost you client relationships and even your reputation.

As a financial institution, we know you are constantly challenged with ensuring that your staff is productive and efficient across your branch locations. Your staff, line-of-business applications, and systems need to be able to communicate efficiently as well as seamlessly share technical resources.

Whether you run a single location, or you’re operating multiple locations throughout New York, New Jersey, or Philadelphia, we’ll guide you in solving your technology struggles.

We work with financial institutions just like yours to strategize and put in place the best-suited technologies to strengthen and grow your operations. We’ll create a roadmap and path towards aligning your technology with your overall business goals.

The financial services clients we work with range from boutique firms to the S&P 500. They offer professional services that have a dependence on e-mail, content management with their products and services, and desperately want to protect their highly sensitive client data. As a result, financial services firms throughout New York and New Jersey trust in Simplegrid Technology to design, implement and manage the advanced technologies that transform their companies into highly effective businesses.

Some of the tools we’re familiar with are systems and integrations like FiServ, Symitar, Synergent, CU*Answers, FLEX, and Finastra.

With Simplegrid Technology, you’ll benefit from:

  • 99.99% business continuity, we'll keep your locations and staff up and running at all times and at optimal performance.
  • Proactive monitoring and securing of your network preventing outages, attacks, data loss, and vulnerabilities. We identify and resolve risks before they affect you.
  • Keep you connected by integrating your network and optimizing staff performance so that tellers, loan officers, and branch management end up loving the technology support they receive from Simplegrid Technology.
  • Seamless operations where you benefit from maximum efficiency and productivity, all the while providing answers and recommendations with a path forward to improve your office technology.

Simplegrid Technology specializes in guiding financial services firms, banks, and credit unions in managing their IT and technology with the end goal for creating a technology environment where you can run your business, instead of your technology running you.

With a proven process of outsourced IT services, the burden of your technology struggles are shouldered by us, your IT provider. We manage your technology tools for you, as well as integrate your line-of-business applications through world-class support, which allows you to focus on growing your business.

Download Our Free Report:
23 Revealing Questions You Should Ask Any Computer Consultant Before Giving Them Access To Your Company’s Network



Technology Management

24 x 7 Service Desk
Server and Workstation Monitoring
Scheduled On-Site Maintenance Visits
Mobile Device Management

Network & Cyber Security

Security Monitoring
Intrusion Prevention and Detection
Application Security
End Point Protection

Financial Application Support

Bloomberg Support
Capital IQ

VoIP/Phone Solutions

Dedicated Phone Systems
Hosted VoIP
Hybrid Phone Systems

Data Protection Solutions

Business Continuity Planning
Disaster Recovery Planning
Server Backup
Desktop/Laptop Backup

Cloud Services

Desktop Solutions
Hosted Exchange
Hosted Server
Hosted EMR


IT Strategy
IT budgeting
Vendor Management
Policy Review and Drafting

Messaging and Communication

Microsoft Exchange and Lynch
Upgrades and Implementations

Enterprise Content Management

Document Management
Enterprise Content Management

Design Integration and Deployment

Desktops, Data Center and Storage
Remote Access
Application Packaging
Business Continuity and Diaster Recovery

See what Our Clients have to say:

Simplegrid has primarily focused on saving our organization over 1,000 man hours and $500,000+ in savings.

Simplegrid has been involved with Credit Agricole Corporate Investment Bank since 2010. They have played an important role within our organization and will continue to do so as we move forward.

We have used Simplegrid for many desktop and server engineering efforts. Among other things, Simplegrid ...Read More

Scott Messick
Crédit Agricole Corporate & Investment Bank