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IT, Phones & Security for Financial Services

Security you can document, phones that never miss a client, and one local team answering for all of it.

What It Takes

What banks, credit unions, insurance and tax offices need from their technology

Controls you can show an examiner

Who can reach client data, how it is backed up and how devices are protected, written down.

A plan for the bad day

What happens, and who calls whom, if an account or a laptop is compromised.

Phones clients can rely on

Direct lines, call routing and voicemail that follows your staff between branches and home.

In the Twin Ports

Financial Services in Duluth and Superior

The 2022 Economic Census counts 172 finance and insurance establishments in Duluth, employing 1,560 people, and 45 in Superior employing 361.

The FTC's Safeguards Rule covers financial institutions under its jurisdiction, which includes tax preparers, mortgage brokers and lenders. It requires a written information security programme, a named person in charge of it, a risk assessment, access controls, encryption, multi-factor authentication, staff training and an incident response plan; firms holding information on fewer than 5,000 consumers are exempt from some of it. We can help you put the technical parts in place.

Both states also have a breach-notice law: Minnesota's (Minn. Stat. 325E.61) and Wisconsin's (Wis. Stat. 134.98) require a business to tell people when their personal information is taken.

Free Technology Review

Find out what you are paying for, and what you could stop paying for.

Tell us what you run on. We will map your phone, IT, security and internet vendors and show you where to simplify. No cost, no obligation.

  • A list of every technology vendor you pay today
  • Options in plain language: keep, fix or combine
  • A local team to do the work if you want it done

“Their customer service is top notch! Anytime there is questions or assistance needed, the staff is extremely responsive and able to help in a efficient and timely manner.”

Ari P. · Scott Wallin CPA · Google review

1507 Tower Ave #309, Superior, WI · Monday to Friday, 8 to 6