Financial Services IT
Secure, compliance-aware technology support for financial institutions, from banks and credit unions to accounting firms and investment advisors.
Purpose-Built for Your Industry
Technology That Fits the Way You Work
Financial services firms operate under some of the strictest regulatory requirements in any industry. Data breaches, compliance gaps, and system downtime carry significant financial and reputational risk. Methods, Inc. provides technology solutions purpose-built for the financial sector, with experience supporting the compliance frameworks, security controls, and software platforms your firm depends on.
What We Offer
Our Services
Managed IT
Proactive monitoring, maintenance, and support to keep your systems running at peak performance.
Cybersecurity
Multi-layered security solutions to protect your business from evolving threats.
IT Consulting
Strategic technology guidance to align your IT with your business goals.
Microsoft 365
Deployment, migration, and management of your Microsoft cloud environment.
Voice
Modern VoIP and unified communications for seamless business connectivity.
Networking
Design, deployment, and management of reliable, high-performance networks.
Compliance
Regulatory Standards We Support
SEC / FINRA
Technology safeguards and documentation support for broker-dealers, RIAs, and investment advisors, including books and records retention needs.
SOC 2
Readiness support for Trust Services Criteria related to security, availability, and confidentiality.
PCI DSS
We assist with securing infrastructure for organizations that process, store, or transmit cardholder data.
GLBA
Technical safeguards that support Gramm-Leach-Bliley Act expectations for protecting consumers' nonpublic personal information.
NIST CSF
Cybersecurity Framework alignment for risk identification, protection, detection, response, and recovery.
State Regulations
Technology safeguards that support Louisiana Office of Financial Institutions expectations and state-specific data protection requirements.
Technology
Software & Tools We Support
Accounting & ERP
Financial Planning
Tax & Compliance
CRM & Client Management
How We Help
Common Challenges We Solve
Preparing for SEC/FINRA cybersecurity expectations and regulatory reviews.
We help implement and document security controls mapped to applicable requirements, support reporting needs, and assist your team during examinations.
Protecting sensitive financial data from increasingly sophisticated cyber attacks.
Our defense-in-depth approach includes MFA, zero-trust access, encrypted communications, DLP policies, and threat monitoring tailored for financial firms.
Supporting email archival and books and records retention needs.
We help deploy and administer archival solutions with retention policies, eDiscovery capabilities, and support for SEC Rule 17a-4 and FINRA recordkeeping expectations.
Keeping financial operations available during system failures.
We implement redundant systems, tested disaster recovery plans, and failover infrastructure to support your RTO and RPO targets because in finance, every minute of downtime matters.
Ready to Simplify Your IT?
Let us be the only call you have to make. Get in touch for a free consultation.