Financial IT Service

You Take on the Money. We Manage IT.

Financial service organizations of every size benefit from proper financial IT support when the right mix of software, servers and services supports their business. Customer satisfaction improves, internal and regulatory compliance increases, human error shrinks and profit grows. The challenge is: who plans, implements and supports all that technology? Who keeps the servers running, the software upgraded, the users supported and trained? There’s no “one answer fits all” here. In some cases, the “who” is your internal IT support team. In other cases, it’s an outsourced IT services partner, managing hardware, software and networks. In either case – to strengthen in-house capabilities and lower costs or establish a fully outsourced infrastructure – companies turn to CNI Consultants for financial IT services support.

CNI Consultants helps financial services firms reduce the cost of buying and managing technology. We offer managed services that range from strategy and planning to complete outsourced management.

Financial IT Challenges

Staying Connected

The velocity of data, the need to be connected to online business feeds, and the demand for unbreakable security and backup require a level of scalability and performance few other businesses share. CNI Consultants keeps your data and information available and flowing while keeping to safe and secure.

Keep Everything Up to Date

System administration is the hidden enemy behind every in-house infrastructure. That extends from the team that monitors your systems to the people that help you analyze and act on the large amount of data you collect. CNI Consultants stays on top of all your system and infrastructure needs.

Escalating Costs

Operational budgets related to supporting IT infrastructure grows as your business grows. The chronic need for increased storage, upgraded systems and continually increasing processing power have a constant, significant impact on operating expenses (OPEX). CNI Consultants works with you to make operating costs manageable.

Satisfied Clients

Maintaining client satisfaction is always a prime concern for financial services providers. When your technology comes face to face with your clients, it has to be running at peak performance at all times. CNI Consultants makes that happen.

Benefits of Our Financial IT Support

  Meet government regulations & compliance

  Prevent system failures

  Perform backups

  Reduce overall IT costs

  Software updates

  Email encryption

  Help desk support

  Provide frequent reports

  Manage firewalls

  IT consulting & strategy

  Increase security

  Desktop encryption

Accounting Applications We Support



  Microsoft Dynamics/Great Plains/Solomon

  Sage Software

  Microsoft Small Business Accounting


  Peachtree Accounting


  ProSystems Engagement & Practice Management

  Prosystems FX


Finance Applications We Support

  Accpac Accounting

  Microsoft Dynamics/Great Plains/Solomon


  Charles Schwab Portfolio Center/Centerpiece

  Microsoft Small Business Accounting



  Peachtree Accounting


It’s time to get your business technology managed by experts.