IT strategy and consulting
IT Strategy and Consulting for Financial Firms
Technology plans, budgets and risk decisions made with a partner that has specialized in the financial industry since 2010.
Technology roadmaps
IT budgets
Risk reviews
Cyber insurance readiness
Why it matters
IT decisions are business decisions
Which systems to replace, when to move to the cloud, how much to spend on security and how to prepare for the next exam are business decisions as much as technical ones. Without a plan, technology spending tends to happen in emergencies, equipment stays in service long after it stops getting security updates and projects compete for attention.
FinFortify Inc. provides IT strategy and roadmapping alongside our managed IT services. We give your leadership a clear view of where your technology stands, what needs to change and what it will cost, in plain business language.
What is included
Our IT strategy and consulting services
Technology roadmaps
A written plan for the next one to three years that sets out which systems to replace, upgrade or move to the cloud, and when.
IT budgeting
Predictable budgets for hardware, software, licensing and projects, so technology costs do not surprise your partners.
Hardware lifecycle planning
We track the age and support status of computers, servers and network equipment and replace them before they become a security risk.
Cloud and Microsoft 365 planning
Advice on moving servers, files and applications to Microsoft 365 and the cloud, planned around your compliance needs. See Microsoft 365 services.
Risk management
Regular reviews of your cybersecurity risks and controls, with clear priorities for what to fix first. See IT compliance services.
Cyber insurance readiness
Help answering carrier questionnaires accurately and putting required controls in place before renewal. Read our cyber insurance checklist.
How it works
How our IT planning process works
Step 1
Assess
We review your systems, security, support history and upcoming renewals and talk with your leadership about where the firm is going.
Step 2
Prioritize
We rank what needs attention by risk, business impact and cost, so the most important work happens first.
Step 3
Plan and budget
We turn the priorities into a roadmap and budget your partners can approve.
Step 4
Review regularly
We meet with you to review progress, adjust the plan and plan the next upgrades and budgets.
Good questions
Questions a good IT strategy should answer
- Which of our systems are out of support or close to it?
- What would a day without our main systems cost the firm?
- Are we ready for our next exam, audit or cyber insurance renewal?
- Which projects should come first, and what will they cost?
- How does our technology need to change as we hire, open offices or add services?
If you cannot answer these today, request a quote and we will help you build the plan.
FAQ
IT strategy and consulting questions
What is the difference between IT consulting and managed IT services?
IT consulting focuses on planning and decisions, such as roadmaps, budgets and projects. Managed IT services cover the day-to-day running, securing and support of your systems. FinFortify combines both, so the plan and the work stay connected.
How often should a financial firm review its IT plan?
At least once a year, alongside budgeting, and whenever something important changes, such as a new office, an acquisition, a new regulation or a security incident.
Can you help us prepare an IT budget?
Yes. We list upcoming hardware replacements, software and license renewals and planned projects, so your firm can budget for technology instead of reacting to surprises.
Plan your technology with confidence
Book a consultation to review your current IT and next steps.
