IT Support

For Financial Services

Managed IT Services Tailored For Financial Firms

Financial services and technology are truly inseparable. As a financial services or investment firm, you depend on technology to help you communicate with clients and partners, streamline processes and procedures, and to stay efficient while meeting the needs of those you serve. We know how difficult it is to keep up with ever changing technology, not to mention escalating cyber threats. By outsourcing IT services, you can gain immediate access to the latest security expertise and solutions.

With our experience working alongside firms regulated by the OCC, SEC, and FINRA, we understand the complex regulations many financial services firms endure. With managed IT services from OverDrive IT, you’ll have a team to help navigate those complexities of regulatory requirements, and provide the ongoing IT support necessary to remain competitive in a fast-changing industry. We work with your internal and external auditors to ensure your technology solutions meet their requirements, such as an SOC audit or Cybersecurity penetration test. We can also work with your clients and prospects to ensure their client data is handled according to their requirements. We have helped on-board everything from small clients to multi-billion dollar institutions.

Why Financial Firms Trust OverDrive for IT Support

Industry Experience

As an approved vendor of Fifth Third Bank, we understand firms face unique challenges associated with meeting regulatory compliance requirements, safeguarding sensitive information and collaborating throughout the workday.

Availability and Responsiveness

In order to maintain efficiency and profitability, you can’t afford to wait for help when your technology stops working. At OverDrive we maintain the lowest technician to client ratios in the industry, which gives us the advantage of being easier to reach, more customer focused, and incredibly responsive.

"Right Stuff" for the Right Price

We’re not going to recommend or sell you something your company doesn’t need or can’t use. We fully align our resources and IT services with your company’s goals and objectives, making sure our recommended solutions fit both your culture and your budget.


Worry-Free IT Support

We have mature, clearly defined, policy-driven process for delivering IT services, so you’ll always know exactly what we are doing for your organization and why we’re doing it. Our worry-free processes provide complete transparency and set clear expectations and guidelines for our service delivery.

What Other Financial Firms Are Saying

Before we started working with OverDrive, we didn’t have the bandwidth to fully focus on technology and how it impacted our business. They have provided us with an enterprise level networking infrastructure making it possible for us to remain secure and do our jobs. In our industry, when technology isn’t working, we need it fixed right away. OverDrive not only provides immediate response times but a depth of expertise and a custom IT service our company needs.

Dustin Bonnema

Technology Manager, MainStreet Advisors

We used to handle most of the IT issues ourselves before we started working with OverDrive. We quickly learned we didn’t have the time and expertise to handle ongoing issues. Since we started using OverDrive as our IT service provider, they have freed up our time and allowed us to be more efficient as a company. With their immediate responsiveness and proactive approach to service and technology, I know that OverDrive has my back

Doug Cogswell

President/CEO, Advizor Solutions, Inc.