Custom-built financial IT solutions, a strategic investment for insurance agencies & beyond.

With our all-inclusive financial IT solutions, we work around the clock to ensure your technology can handle your entire infrastructure. Keeping your sensitive data safe and adhering to complex industry compliance standards is what keeps financial and accounting agencies running at peak performance.

We Focus on Your Financial Technology So You Can Focus on Your Customers

When every second counts and precision is paramount, you don’t have time to worry about your technology or data security. At TechMD, we specialize in providing managed IT and cybersecurity solutions tailored to the unique needs of financial firms. This helps to ensure seamless operations, while also safeguarding valuable information and asset growth.

Strategic Tech Stack

Navigating the ever-evolving landscape of financial technology requires meticulous tech stack handling. That’s why TechMD works to align IT infrastructure with business objectives to drive success. Our expertise extends to integrating and optimizing financial software systems such as Bloomberg Terminal, Salesforce, or FIS Global solutions, as well as implementing fintech solutions, if desired.

Streamlined Collaboration and Productivity

TechMD specializes in providing solutions designed to empower financial and insurance firms to work smarter and more efficiently. From integrated CMS to secure document sharing platforms and mobile work solutions, we ensure that critical information is accessible anytime, anywhere, while maintaining stringent security measures.

Robust Security

Financial firms face constant cybersecurity threats, including data breaches, ransomware attacks, phishing, insider threats, corporate espionage, and third-party risks. To safeguard data and ensure compliance, TechMD employs robust protection measures like encryption, multifactor authentication, intrusion detection, employee training, incident response protocols, and continuous monitoring to stay ahead of evolving threats.

Security health analysis
Vulnerability scans
24/7/365 system monitoring
File encryption
Endpoint protection
Data backup & disaster recovery
Business continuity
VPN & cloud security

Tailored Regulatory Compliance Solutions

In the highly regulated world of the financial sector, TechMD specializes in customized solutions. From navigating complex regulations to conducting compliance assessments and audits, we help financial and accounting teams mitigate regulatory risks and uphold industry standards, including:

GLBA (Gramm-Leach-Bliley Act)
PCI DSS (Payment Card Industry Data Security Standard)
GDPR (General Data Protection Regulation)
SOX (Sarbanes-Oxley Act)
FFIEC (Federal Financial Institutions Examination Council)
SEC (Securities and Exchange Commission)
FINRA (Financial Industry Regulatory Authority)
State data breach notification laws
ISO (International Organization for Standardization)

Don't take our word for it. Hear it from our clients.

"TechMD is responsive and knowledgeable. They take the time needed for complete problem resolution and have good communication throughout the process."

"TechMD is always responsive to my firm's needs. Even when they don't know the immediate answer, they always work to find the answer/solution. TechMD's customer service is just outstanding! "

"TechMD is my insurance that if things go wrong, I can count on them responding to the problem."

Make your technology a competitive advantage.

Our goal is to align your IT with your unique business goals and
make your technology a competitive advantage.

Impact of TechMD Solutions:

24/7/365 help desk support

Increased profitability

Seamless scalability

Enhanced, industry-specific security measures

Minimum downtime

Improved productivity and collaboration

Continuous system monitoring for proactive threat detection and mitigation

Ongoing Tech
Oversight

Focused Tech
Strategy

Real Time Security
& Monitoring

24/7 Remote
Support

Reliable Financial IT Solutions You Can Count On

Stay ahead in financial and accounting technology. Contact TechMD experts today to enhance productivity and minimize downtime.