Review important accounts and access
Identify administrator accounts and employee permissions. Maintain suitable sign-in protections and a process for reviewing access when roles change.
IT for financial services firms
Bring more clarity to the systems behind your client service.
Support employees, manage access to sensitive information, and understand who looks after each part of your IT. We help professional financial services firms improve daily operations around Microsoft 365 and the specialist systems they need.
Talk about your firmHow we can help
Clear responsibilities for access, information, and support.
Plan for records and recovery
Work from your firm's agreed retention and recovery requirements. Assess how existing applications and additional protection can support them, involving your advisers where needed.
Know who handles each system
Document key vendors, renewals, support contacts, and responsibility for changes. Make it easier to work out whom to contact when an issue crosses systems.
Introduce AI with clear approval
Decide which tools, connected information, and tasks are permitted. Configure supported controls and keep people responsible for reviewing the work.
Before we begin
Questions you may have
Does this certify our firm as compliant?
No. Magnit supports IT operations and agreed technical controls. Your compliance and legal advisers determine applicable obligations and assess compliance.
Can you work alongside our existing technology providers?
Yes. We agree the systems and work we are responsible for, including how to coordinate changes and support.
A useful first conversation
What would make your team's working day easier?
Tell us about a recurring IT problem, a security concern, or a change you're planning. We'll discuss where Magnit could help and what the next step would involve.