Financial services IT
IT Support for Financial Firms.
A Partner Who Knows Your Business.
IM YOUR NERD supports financial firms and broker-dealers with managed IT, technology leadership, and coordination with compliance teams. We help keep your people productive while addressing the systems, records, and recovery needs your business depends on.
No obligation. A conversation about your firm, your current IT, and what needs to improve.Every agreement. A relationship you choose to continue.
Initial response for every customer during business hours. A response commitment, not a resolution deadline.
vCTO/vCIO services included in every managed-service agreement.
Built for your environment
Technology support with financial-sector context.
Financial firms need an IT partner who understands how user support, information security, archiving, and business continuity connect. We bring those conversations together and work with the people responsible for each part.
Our role is to manage technology within our agreed scope and coordinate with your compliance professionals and specialist providers. Your firm retains responsibility for its regulatory obligations.
Explore All IT ServicesDaily IT & Infrastructure
Help desk, systems administration, and network administration work together to support the people and infrastructure behind your firm.
- Employee support and Microsoft 365 administration
- User access, onboarding, and offboarding
- Server, network, and connectivity troubleshooting
- Coordination with your business-application vendors
Archiving & Record Retention
We help coordinate the technical side of archiving with your compliance team and specialist vendors, including configuration changes, troubleshooting, and follow-up checks.
- Messaging and archiving vendor coordination
- Technical support for retention requirements defined by your firm
- Investigation of collection or delivery concerns
- Documentation of changes and observed results
Security & Compliance-Team Support
We help your compliance professionals connect documented expectations with the technology environment. That includes technical input, supporting evidence, and coordination around security priorities.
- Written security policies and technical documentation
- Identity, access, and security-control support
- Audit evidence and vendor coordination
- Security improvement planning
Recovery & Technology Planning
We work with leadership to identify technology dependencies, plan improvements, and prepare for disruption. Backup tools and recovery projects are scoped to the needs of your environment.
- Business-continuity and recovery planning
- Backup and restoration coordination
- Infrastructure lifecycle and vendor decisions
- vCTO/vCIO guidance alongside business leadership
In practice · Financial firm case study
They needed a partner who understood what was at stake.
A financial firm came to IM YOUR NERD through a referral after becoming dissatisfied with slow responses and limited compliance support from its previous MSP.
Our case study follows the practical work behind the relationship, including infrastructure support, archiving coordination, and follow-up after technical changes.
Read the Financial Firm Case StudyThe challenge
The firm wanted responsive support and a provider familiar with the operating needs of financial services.
The work
Our team supported infrastructure issues and coordinated archiving-related requests with the people and providers involved.
The follow-through
Follow-up on an archiving configuration change checked that messages continued arriving, rather than treating the change itself as the end of the request.
A client's perspective
What responsive support means to a financial firm.
“The response time and the follow-up were night and day from what I had experienced from our own on-staff, full-time techs.”
Google review excerpt
Two ways to work together
An IT partnership that fits your firm.
We support organizations with 1–250 endpoints across 1–10 locations, whether they need an entire IT department or additional capacity alongside their existing team.
One team for daily support and direction.
For firms without internal IT staff, we bring help desk, systems and network administration, and executive technology guidance together.
Leadership stays involved while our technical and operations teams coordinate delivery. Your relationship is supported by a team.
More support for your CTO and staff.
Keep your internal technology leadership and bring us in for additional support, administration, and technical guidance.
We coordinate responsibilities with your team so our involvement supports your priorities and fits the way your firm operates.
Clear scope from the start. Every managed-service agreement includes help desk, systems administration, network administration, and vCTO/vCIO services. Cybersecurity tools, onsite visits, projects, and migrations are billed separately. Pricing is assessed for each customer.
Before we talk
Practical questions.
Clear answers.
You should understand how the relationship works before choosing your next technology partner.
How quickly will your team respond?
All customers receive an initial response in under one hour during business hours: Monday–Friday, 7:00 a.m.–5:30 p.m. Eastern. Resolution time depends on the issue and the work required.
What happens when we need help after hours?
Email nerds@imyournerd.com . Our answering team reviews the request to determine whether after-hours emergency support is needed. Coverage and billing depend on your agreement. System monitoring operates 24/7.
Can you coordinate our move from another MSP?
Yes. We tailor onboarding to your environment and coordinate access, documentation, and system handover with your outgoing provider. The transition plan and timing depend on your circumstances.
Do you require a long-term contract?
Our service agreements are month to month. We assess pricing and scope individually, including any separately billed tools, onsite work, projects, or migrations.
Where do you provide onsite support?
Our primary onsite support areas are New York, New Jersey, and South Florida. We will discuss your locations and service requirements during the consultation. Onsite visits are billed separately.
Do you replace our compliance team?
No. We support the technology side of your requirements and work with your compliance professionals and specialist providers. Our involvement can include archiving coordination, written security policies, audit evidence, and recovery planning within the agreed scope.
Let's talk about your firm
Bring us the issues.
Let's build a plan.
Tell us what is working, where support falls short, and what your team needs next. Start with a no-obligation consultation.