Financial IT

Stock broker analyzing data on a laptop

Financial service organizations of every size benefit from proper 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, that “who” is your internal IT team. In other cases, it’s an outsourced IT 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 The Office Technology Group for financial IT solutions in Milwaukee and Green Bay. The Office Technology Group has been helping financial services firms slash the cost of buying and managing technology. We offer Managed Services that range from strategy and planning to complete outsourced management.

From retail bank services to private wealth management support and from CPA management to investment advisory firm IT support; the IT profile of financial service providers is unique. The Office Technology Group provides the experienced, committed expertise to establish the right mix of hardware, software and networks.


  • Compliance with Increasing Government Regulations
  • Prevent System Failures
  • Perform Back-Ups
  • Software Updates
  • Email Encryption
  • Help Desk IT Support and Assistance
  • Manage Firewalls
  • IT Strategy
  • Increase Security to Avoid Loss of Data
  • Reduce Overall IT Costs
  • Provide you Frequent Reports to Review our Process
  • Desktop Encryption

Accounting Software

  • Citrix
  • Lacert
  • Microsoft Dynamics/Great Plains/Solomon
  • Microsoft Small Business Accounting
  • NetSuite
  • Peachtree Accounting
  • ProSystems Engagement and Practice Management
  • Prosystems FX
  • QuickBooks
  • Sage Software
  • SaxTax

Finance Software

  • Accpac Accounting
  • Charles Schwab Portfolio Center/Centerpiece
  • Exchange
  • Microsoft Dynamics/Great Plains/Solomon
  • Microsoft Small Business Accounting
  • Peachtree Accounting
  • QuickBooks
  • SharePoint/EDM
  • Trumpet

Staying Connected

The velocity of data, the need to be connected to online business feeds and the demand for unbreakable network security and backup require a level of scalability and performance few other businesses share.

Escalating Costs

Operational budgets related to supporting IT infrastructure grow right alongside your business growth. The chronic need for increased storage, upgraded systems, and continually growing processing power can have a constant, significant impact on OPEX.

Keeping 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.

Keeping Customers Happy

Maintaining customer satisfaction is always the prime concern for financial services providers. When your technology comes face to face with your customers, it has to be running at peak performance all the time.