Get out of the weeds and back to focusing on your business
You have the people. You may have even developed the process. The difficulty often arises in the implementation of the process.
Also, you probably have a relationship with a broker-dealer that provides basic services including a client portal, email, and integrations with your software. What you don’t receive is support and strategy.
That where our virtual CIO comes in. We strategize IT for our clients similarly to how you strategize security for your clients.
Meet twice a year or every quarter. You choose how much strategy you need to get to where you want to go. Plan and execute with peace of mind.
Is there anything worse than wasting time with annoying IT issues when you need to get back to growing your business? But every business requires technology, which means you have to solve these issues. Now IT Works has the solution. Call or email our helpdesk.
Like our other clients, you likely have a relationship with a broker dealer who provides a portal and an email address. But what about other IT issues?
You can’t connect to the printer. A software install did not go as planned. Or your PC isn’t working properly. Perhaps someone new joined your team. You can’t find an important file at 4:45 pm or you’re not sure if you just clicked on a phishing email. These are just a few of the issues our RIA clients call the helpdesk for every week.
By the way, our helpdesk is CT-based and answers the phone with a smile every time. They also keep you in the loop when the solution requires more research or a reach out to your software vendor on your behalf.
Working in a highly regulated financial industry causes a lot of stress for any business leader. You may have anti-virus software. If you’re ahead of the game, you might have already begun using two-factor authentication.
However, that is not enough. Criminals stand to make too much from stealing your data. And they’re attacking small businesses at an alarming rate. The Now IT Works’s motto is two-fold. Be proactive to avoid being reactive. But also prepare for disaster to minimize downtime and protect your assets.
Chris advises manufacturing clients on the following standard and high-level security compliance measures: