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At Coretelligent, we’re redefining the essence of IT services to emphasize true partnership and business alignment.

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IT SOLUTIONS FOR FINANCIAL SERVICES

Financial Services

Maximize your firm’s potential with comprehensive managed IT services for financial institutions. Get scalable growth, security, and innovation – all from one trusted partner.

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How We Provide IT Solutions for Financial Services

At Coretelligent, we specialize in delivering end-to-end IT services that help you navigate the financial industry’s unique data management, compliance, and security challenges. Purpose-built for sectors like private equity, venture capital, and wealth management, our solutions emphasize strong cybersecurity, compliance, and operational efficiency. 

Collaborate with us and explore how we strategically use technology to manage business risk, secure your firm’s digital assets, and accelerate growth.

Get IT Solutions Built on Tech & Compliance Mastery

Technologies

Compliance

IT Services for the Finance Industry Yield Better Returns

We expertly align our IT solutions with your financial firm’s goals. The result: comprehensive managed IT services tailored by years of industry-specific expertise.

Concerned about how your firm handles, processes, and stores sensitive financial data?

Our financial services IT security solutions safeguard your sensitive data from cyber threats and ensure that your technology infrastructure complies with regulations like FCC, FINRA, FFIEC, and SEC rules. We also offer assistance with DDQs for client assurance.

Wondering how moving to the cloud might affect your operational efficiency?

Cloud transformation can help give you an employee productivity boost by enabling things like protected, omnichannel interactions with customers and more secure remote collaboration among colleagues. We can assist your firm in seamlessly migrating to the cloud – or facilitate your complete cloud transformation – while installing advanced data encryption and other protective measures to maintain your compliance with industry standards and regulations.

Need help making your data easier to grasp

Fueled by the explosion of AI, demand for data analytics has grown significantly – and financial firms able to mine their own data for customer and market trends wield a distinct advantage. We can help identify AI and emerging technology use cases that make sense for your business and provide the dashboards and data visualization capabilities you need to transform raw data into actionable insights. Unlock faster, more well-informed decisions, more personalized customer experiences, and all-new competitive differentiators.

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Structured IT Support with a Proven PE Track Record

Boost your technology ROI with strategic IT planning and execution. We offer comprehensive cybersecurity services, advanced data analytics for smarter decision-making, and meticulous VIP support. Our approach ensures peak profitability for private equity partners and exceptional reliability from your IT systems.

IT Solutions for VCs Back Smarter Investments

We elevate IT for venture capital firms so your abilities to optimize investment strategies and manage portfolios are never disrupted by technology. Through meticulous IT planning, cutting-edge cybersecurity, robust disaster recovery, and end-to-end support, we minimize IT distractions and enable VCs to concentrate on pivotal investments.

IT Excellence for High Net Worth Service

In order to cater to high net worth service demands, family offices need unparalleled IT support that matches their own exceptional service levels. We provide solid, protected solutions and swift, attentive help desk services from a team of dedicated engineers – empowering family offices to dedicate their full attention to client needs.

Compliance-Focused IT for Wealth Managers

For wealth managers navigating the complex landscape of regulatory compliance, our IT solutions offer enhanced security and best practice data management. Tailored to meet the evolving demands of financial advisories, we enable seamless compliance maintenance and verification – which makes protecting your data one less risk to worry about.

Innovative IT for M&A Success and Security

Investment banks depend on advanced IT to deliver professionalism and reliable performance throughout their M&A endeavors. With our solutions, we not only place best-in-class technology at your disposal, we also ensure the utmost security of sensitive data and strict regulatory compliance, supporting every phase of your M&A activities.

What Our Customers Say

“Coretelligent has exceeded all of my team’s expectations since partnering with them. Their team’s ability to move quickly, adapt to changes, and provide top-tier service is impressive and should be considered the standard in the IT and cybersecurity space. We’re truly grateful to be working with them and look forward to growing together.”

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“Integral to the past and future success of our firm is our partnership with Coretelligent. Entrusting the entirety of our IT footprint to Coretelligent has created a multiplying effect for the business; we are realizing greater synergies, empowering our people to be more productive, and enhancing our abilities to protect our business and our clients’ data from ever-present cyber threats.”

“Protecting financial information starts with a highly-secure backup that is accessible from various locations. When the Coretelligent team explained their process around data backup and recovery, we knew that we had chosen the right partner to protect the financial information of all our clients.”

Customer Stories

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Industry Insights & Resources

Customer Story

Investment Firm Secures High-Velocity Growth with IT Innovation

A growing New York-based investment firm needed a tech partner to support their high-velocity trading operations.

Checklist

IT Vendor Due Diligence Checklist

Before investing in an IT solution, use this checklist to verify the vendor can support your needs.

Blog

Staying Ahead of the Curve: Top Compliance Strategies for Financial Advisors

Dive into the current cyber threat landscape and the critical defensive strategies that can help protect your practice.

Explore By Role

Gain perspective on strategic IT priorities and see how our solutions help you achieve your business goals.

C-Suite

CEO, CFO, COO

For decision-makers setting the course & building stakeholder value.

Info Security Leaders

CISO

For data defenders wrangling rapidly evolving digital security needs.

Tech Leaders

CIO, CTO

For tech stack visionaries balancing productivity & revenue goals.

Business Leaders

Product & Department Managers

For line of business leaders creating new competitive advantages.

Let’s Talk About Managed IT Services for Financial Institutions

Get IT services from a partner that measures the value of technology based on its impact to your bottom line – not ours.

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