Technology Services

IT Support for Financial Services companies requires a strong understanding of how Financial Services organizations operate.  Your organization faces unique challenges in the areas of compliance, security, data protection, and supporting both your employees and your clients.

Your IT should be a foundation for creating a strong team and leading the market in client services.  Financial advisors, brokers, and other key financial industry operators need a deeply embedded IT partner.

More and more systems are cloud-based and you Greystone will help you adapt, establish strong cybersecurity practices, and build best-in-class IT.

Greystone is designed to bring the Most Effective IT to the Financial Services industry. Many Financial Services organizations hire their own IT support staff when they are disappointed with the results of generic outsourcing.  Greystone provides a deeper, more effective, and more cost-efficient service model for those dissatisfied with their current Managed Services Provider or their current internal IT department.  We provide comprehensive IT, including security and end-user training, or we partner with your existing IT department to solidify the IT effectiveness inside your company.

Key areas of Greystone’s Financial Services Industry expertise:

• Cybersecurity and protection of Personally Identifiable Information (PII)
• Compliance (SOX, PCI, NIST, etc.)
• Broker dealer engagement
• Urgent and effective support of trading platforms
• Understanding of tax year and fiscal year calendars and potential service impact