IT Services for Finance & Insurance

Tools to help you safeguard your clients’ information and exceed their expectations.
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Client confidentiality, a new reality.

Finance and insurance professionals face the risks of handling vast amounts of confidential information. Losing or compromising this data can cause significant harm to your business and your client’s. Regulations are in place for the privacy of this data, and keeping in compliance with these mandates presents yet another challenge.


Business continuity minus the fuss.

We specialize in helping financial and insurance firms with data protection and regulatory compliance. Our business continuity solutions will regularly back up your files to ensure everything is immediately recoverable in the event of a disaster, and we’ll implement protocols to keep your software and hardware updated and protected by the latest anti-malware programs.

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Highlights of our finance- & insurance-focused solutions:

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Remote 24/7/365 certified-technician monitoring to keep your systems up and optimized

Robust data backups and recovery plans with encryption and filtering tools to keep your clients’ confidential information safe

Guaranteed compliance recommendations to meet SEC regulations and mandates

Cloud services so stakeholders have easy access to your network anytime, anywhere

Finance and insurance industry-specific implementations and consulting so your business needs are met with the appropriate system and application software

Our solutions in practice.

Learn more about our approach to industry-standard and cloud-enabled file security.
Dalia Cantor

Owner, CPA Solutions

“ProSource ensures we have a safe and industry compliant cloud workspace with complete office support and VoIP phone service.”

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Ready for IT that makes sense?

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