IT Support for Financial Services

IT SUPPORT FOR FINANCIAL SERVICES FIRMS

Regulated IT built for FCA scrutiny.

Financial services firms run on three things: client trust, regulatory compliance and operational resilience. All three depend on IT that performs flawlessly under FCA scrutiny, and most generic IT support was not built for practice management software, FCA call recording obligations, AML controls or Consumer Duty expectations.

System Force IT is an ISO 27001-certified MSP supporting UK financial services firms across Gloucestershire and the wider South West. We design, secure and manage IT environments built around practice management performance, client data confidentiality, FCA-aligned controls and audit‑ready evidence.

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UKAS ISO/IEC 27001:2022 Certified · Microsoft Solutions Partner · Cyber Essentials · FCA‑aware service design

Why financial services firms need specialist IT support

Financial services IT failures carry regulatory and commercial consequences that most businesses never face. A leaked client portfolio can trigger FCA breaches, PII claims and Consumer Duty failures simultaneously. A missed call recording obligation or a ransomware incident on a volatile market morning is not a risk firms can absorb quietly.

Financial services is the regulated environment most generic MSPs underestimate.

The reality of FCA‑regulated IT

Generic IT support is optimised for office productivity. Financial services firms require regulated call recording, demonstrable security controls, AML‑aligned workflows, FCA SYSC and SUP compliance and Consumer Duty‑aware data handling, none of which are off‑the‑shelf MSP capabilities.

What our IT support for financial services covers

Practice management system support — Intelligent Office, Iress XPLAN, Adviser Office, Sage, Xero, IRIS, Digita, CCH and others properly hosted, integrated and tuned.
FCA‑compliant call recording — SYSC 10A‑aligned recording, retention, search and replay across deskphones, softphones and Teams.
Client data confidentiality — Data Loss Prevention, controlled sharing, sensitivity labelling and full audit logging.
Email security for regulated firms — anti‑phishing, anti‑spoofing, encryption and regulatory journaling.
AML and KYC tooling integration — IT environments supporting verification workflows and audit trails.
Microsoft 365 for financial services — structured SharePoint client files, Teams case rooms and identity‑led access control.
Cyber security and compliance — Cyber Essentials, ISO 27001 alignment and FCA SYSC and SUP‑aware controls.
Secure remote and hybrid working — advisers working from home or client premises without compromising compliance.
Trading and platform connectivity — resilient access to wraps, platforms and trading systems.
Practice continuity — backup, disaster recovery and incident response designed around regulated operational risk.

Frequently Asked Questions — IT Support for Financial Services

Do you support specific practice management systems?

Yes. We support Intelligent Office, Iress XPLAN, Adviser Office, Sage, Xero, IRIS, Digita, CCH, Karbon and AccountancyManager, focusing on the IT environment around the software rather than replacing vendor support.

Can you provide FCA‑compliant call recording?

Yes. We deploy SYSC 10A‑compliant call recording covering deskphones, mobile softphones and Teams with correct retention, indexing and defensible retrieval.

Can you help us prepare for FCA visits or supervisory engagement?

Yes. We deliver the IT and information security evidence pack regulators and PII underwriters expect, including Cyber Essentials, documented configuration, MFA evidence, backup testing and audit logs.

How do you handle client confidentiality and Data Loss Prevention?

Through layered identity controls, DLP policies, controlled collaboration, structured joiner‑mover‑leaver processes, sensitivity labels and full auditing.

What about Consumer Duty and IT supporting good client outcomes?

We help firms map Consumer Duty obligations onto their IT environment through record retention, audit logging, system availability and evidence that supports regulator scrutiny.

Can you support advisers working from home or visiting clients?

Yes. We design secure remote access, compliant laptops, FCA‑compliant mobile call recording and identity‑led access that works consistently across office, home and client locations.

Can you take over IT from our current provider?

Yes. We onboard financial services firms through structured discovery, documentation and remediation aligned to regulatory deadlines.

What does financial services IT support cost?

Costs depend on headcount, practice management platforms, regulatory posture and management scope, with fixed‑price options based on a proper review.

Get a Financial Services IT Review

We will review practice management performance, FCA‑compliant call recording, client confidentiality, Consumer Duty readiness and regulatory posture and deliver a clear prioritised report.

Or call us directly: 01452 701355
Business enquiries only · No obligation · We respond within one business day.

Our financial services IT support works alongside our managed IT services, cyber security services, Microsoft 365 services and Cyber Essentials support as part of an integrated, governance‑led approach.