/ Financial Services IT support
Managed IT and security support for financial teams that need controlled access, useful audit evidence, and a tested response to disruption.
For advisory, accounting, investment, and other financial services teams.
Review your IT priorities
/ Direct answer
BPro helps financial services firms operate and document their day-to-day technology controls. That includes identity and device management, email protection, endpoint monitoring, backup oversight, incident escalation, and clear coordination with application and compliance owners.
/ Common situations
If staff permissions live across mailboxes, shared drives, and specialist applications, it is hard to answer who can access what. We establish an access inventory and a repeatable review with the business owner.
Payment and account-change requests need verification outside the email thread. Technical controls help, but staff workflow and escalation are just as important when impersonation is involved.
A list of tools does not explain how they are operated. We help retain patch, access, endpoint, backup, and incident records so the firm can show control activity and unresolved exceptions.
/ How we work
Record critical platforms, data locations, devices, vendors, and the person authorised to approve access and changes. This avoids treating a platform vendor's duty as an internal IT task.
Review MFA, privileged accounts, device health, email security, backup scope, and restore evidence. Fix high-impact gaps before adding more dashboards.
Summarise incidents, recurring issues, overdue changes, and recovery risks for the team accountable for technology. Regulatory interpretation remains with your compliance and legal advisers.
/ Assessment scope
A financial-services team needs to know which systems hold client information, who can change them, and what happens when a control fails. Begin with the operating evidence your own risk team actually needs.
These are scoping examples. The proposal confirms which checks and records are included.
| Area to review | Practical check | Record to inspect |
|---|---|---|
| Client-data access | Review account roles, privileged permissions, approved devices, and external file sharing. | Access findings with exceptions assigned to a decision-maker. |
| Change control | Separate approval, implementation, and verification for important system changes. | A change record showing authorisation, validation, and rollback steps. |
| Payment and email risk | Review email protection and the route for suspected impersonation or account compromise. | Incident contacts alongside the firm's independent payment-verification process. |
| Service continuity | Map critical cloud and application vendors, backup ownership, and restoration dependencies. | A tested recovery record and supplier escalation map. |
BPro supports agreed IT controls. Your firm and advisers determine regulatory applicability, reporting duties, financial controls, and risk acceptance. A monitoring report does not establish regulatory compliance.
/ Managed service commitments
24/7
Monitoring & helpdesk
For every managed client.
Scoped
Onboarding plan
Timing agreed after discovery.
Written
Response targets
Agreed by priority and scope.
Defined
Escalation path
Contacts and ownership documented.
/ Questions
We can provide technical records and help close control gaps within the agreed scope. The firm and its advisers decide which rules apply and whether the evidence meets an auditor's requirements.
Start with identity and administrator activity, managed endpoints, critical servers and services, backup failures, and security alerts. The scope should reflect the systems that hold or enable access to client data.
Yes. A co-managed agreement can assign BPro specific monitoring, security, cloud, or escalation responsibilities while your team keeps its existing role.
The right mix depends on your systems, internal capacity, and risk. These pages explain the services most often relevant to this industry.
Before choosing a support plan, review our onboarding deliverables and sample service evidence. These show the records to ask for, rather than promising an outcome for your organisation.
Tell us what is working, what is at risk, and which systems your team cannot afford to lose. We will recommend a focused assessment and agree the next step.
Request an IT assessment