Financial Services IT · Metro Detroit
IT Support for Financial Services Firms in Metro Detroit
Your clients count on you.Count on us for everything underneath.
Reliable IT and VoIP support for credit unions, advisors, lenders, and multi-branch firms across Southeast Michigan. Secure, documented, and built so client service never waits on technology.
- A real person answers
- Confidential by default
- Local since 2011
Systems check · right now
- Client recordsEncrypted, monitored
- Branch linksAll up
- Phone linesAll clear
- EndpointsEDR active
- Nightly backupVerified 2:00 AM
While the branch is closed, we're watching the systems your clients depend on.
What financial institutions are up against
In financial services, a tech problem becomes a trust problem
Downtime and data exposure are not just inconvenient here. Here's where technology gets in the way, and how we head it off.
Security and compliance load
Your regulator asks for a written program, evidence, and an annual report. Most of it lands on someone who already has another job.
How we fix it
Layered security built the way the rules describe it, documented as we go, so the evidence exists before anyone asks.
Legacy phones and slow tech
A client calls the branch and gets a menu, then a transfer, then a voicemail box nobody checks until Tuesday.
How we fix it
Modern VoIP with smart routing across every branch, voicemail-to-email, and proactive maintenance on everything underneath.
No internal IT bench
One person knows how everything works, and they are also the person on vacation the week of the exam.
How we fix it
A local helpdesk that answers, documentation that does not live in one head, and someone who owns the roadmap between audits.
Modernizing without breaking anything
You want the new portal, the new phones, the cloud move. You do not want to be the case study for how it went wrong.
How we fix it
Changes planned, staged, and reversible, with a rollback that exists on paper before we touch anything.
Security is not one thing. It's layers.
Defense in depth
Six layers between an attacker and your client data
No single control stops everything. The point is that anyone getting to the middle has to get through all six. Seal a layer to see what it actually is.
Layer 1 · People
The first door is a person
Most incidents start with someone clicking something.
Explore CybersecurityWhat this layer is
Security awareness training, phishing testing
If it fails
An attacker starts inside, with a real login
The rules, in plain English
The safeguards you are already expected to have
Which rule you answer to depends on how you are chartered and who regulates you. Here is the short version, and where technology fits into it.
FTC Safeguards Rule
If the FTC is your regulator
- Designate a qualified individual to run the program
- A written risk assessment, reviewed as things change
- Access controls, an information inventory, encryption at rest and in transit, secure disposal, change management, and activity logging
- Continuous monitoring, or annual penetration testing plus vulnerability assessments every six months
- Security awareness training for staff
- Written oversight of your service providers
- A written incident response plan
- A written report to the board at least annually
Reaches mortgage lenders and brokers, finance companies, investment advisers, non-federally-insured credit unions, and tax preparers, among others. Some provisions ease for firms holding information on fewer than 5,000 consumers.
NCUA Part 748
If you are a federally-insured credit union
- A written information security policy your board approves
- A risk assessment covering internal and external threats
- Controls including access controls, encryption, physical security, dual controls, background checks, staff training, intrusion detection, and a response program
- Due diligence and ongoing monitoring of service providers
- Regular testing of key controls, independently reviewed
- A report to the board at least annually
Appendix A sets the safeguards; Appendix B covers response programs for unauthorized access to member information and when members get notified.
Where we fit
The technology half
- Endpoint detection & response (EDR)
- Anti-virus & ransomware protection
- Advanced patching for systems and apps
- 24/7 monitoring & rapid response (MDR/SOC)
- Dark web monitoring
- SIEM + log retention Add-on
- Email encryption + DLP Add-on
- Firewalls, SD-WAN, VPN, secure network design
- Private cloud hosting options
- Backup monitoring, restore testing, audit readiness
- Disaster recovery & DRaaS
- Security awareness training and phishing testing
- Helpdesk and documentation support
Straight talk
No IT company can make your institution compliant, and anyone offering you a certificate is selling something. The qualified individual, the board report, and the policies are yours. They have to be.
One thing worth knowing: banks and federally-insured credit unions are not under the FTC Safeguards Rule at all. They answer to their own regulator. If a vendor quotes you the FTC rule and you are a federally-insured credit union, they have not read your file.
What we do is build the technical safeguards correctly, document what we built, and hand you evidence you can put in front of an examiner. Then we sit with whoever writes the report and make sure the technology sections are true.
Items marked add-on are available in upgraded security packages beyond standard Managed IT plans. Nothing here is legal or compliance advice — your institution owns its program, and we support the technical side of it.
Services we recommend
One local team, every branch
IT, security, phones, network, cloud, and backups managed together, so nobody points at another vendor while a client waits on hold.
Managed IT Support
Ongoing helpdesk and proactive system care, with quick response from a trusted local team.
Explore Managed IT
Cybersecurity & Compliance
Firewalls, endpoint detection, email security, and access control, monitored around the clock and documented as we go.
Explore Cybersecurity
Business VoIP
Smart routing, voicemail-to-email, softphones, and support for multi-branch teams on one system.
Explore Business VoIP
Cloud Services
Private cloud hosting and Microsoft 365 done right, with the control client data deserves.
Explore Cloud Services
Network Infrastructure
Stable, secure networking for the main office, every branch, and remote staff, monitored 24/7.
Explore Managed Network
Backup & Recovery
Servers, workstations, and Microsoft 365 backed up nightly, verified every morning, and tested for real recovery.
Explore Backup & RecoveryWhy financial teams choose us
Local, discreet, and used to being examined
- Experience with the security standards financial institutions are held to.
- Trusted by advisors, lenders, and credit unions across Southeast Michigan.
- One point of contact for IT, VoIP, network, and security.
- Fast, local support from a responsive team, with no outsourced handoffs.
- Plain-English answers, so you can brief a board without a translator.
Questions we actually get
Financial services IT, in plain English
Which security rule actually applies to us?
It depends on how you are chartered. Federally-insured credit unions answer to the NCUA. Banks answer to their own federal or state regulator. Mortgage lenders and brokers, finance companies, investment advisers, and non-federally-insured credit unions generally fall under the FTC's Safeguards Rule.
We are not going to tell you which one is yours — you know that better than we do, and your counsel knows it best. What we will do is build and document the technical safeguards so the answer is the same either way.
Can you support more than one branch?
Yes. We connect branches securely, keep the phones and file access consistent across them, and design the network so adding the next location is a plan rather than a scramble. One design, not six that happen to coexist.
What happens when an examiner asks for evidence?
You should already have it. Patching records, backup and restore testing, monitoring, training completion, phishing results, and access documentation are part of how we run the account, not something we assemble under pressure. We will sit down with whoever writes your report and make sure the technology sections are accurate.
What we cannot do is write the program or sign the report. That has to be your qualified individual.
Do you work with our core system or advisory platform?
In most cases we support what sits underneath it — the workstations, servers, network, and backups your platform depends on — and coordinate with the vendor when something needs to change. If a platform has specific hosting or connectivity requirements, tell us early and we will build to them.
How do you keep client information confidential?
Least-privilege access, logged activity, and a local team rather than a rotating offshore queue. Our technicians get the access a ticket requires and nothing more, and we can show you who touched what.
Do you handle the phones too?
Yes. IT, network, security, backups, and VoIP all come from the same team. One number to call, and nobody blaming another vendor while a client sits on hold.
Let's talk
We'll take IT from here
Let's look at your setup.
Your clients count on you. Count on us to keep the systems secure and running. Start with a free assessment — we will find the gaps, rank them honestly, and put it in writing.
Prefer to call? (248) 885-5515. A real person answers.
What your free assessment includes
- Where your safeguards actually stand, layer by layer, in plain English.
- The risks worth caring about, ranked honestly, no scare tactics.
- A fix-first priority list: what to handle now, soon, and later.
- A straight answer on cost, real numbers, explained like a neighbor would.
Takes about an hour of our time and very little of yours. If we're not the right fit, we'll tell you that too.