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 your 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 services and support that are necessary to remain competitive in fast-changing industry. We work with your internal and external auditors to ensure your technology solutions meet their requirements, such as for a 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 requirments. We’ve helped on-board everything from small clients to multi-billion dollar institutions.