Trusted Managed IT Services for Financial Services — Secure, Scalable Solutions
Unlock the full potential of your financial services firm with our expert-managed IT solutions. From regulatory compliance to data security, CBIZ CompuData provides the technology infrastructure that helps you grow and stay secure.
With our extensive technical expertise and financial services industry knowledge, we help financial organizations confidently meet evolving regulations. As a SOC 2 Type II audited provider, we offer transparent, accountable technology services tailored to meet the regulatory standards of the financial industry.
What sets us apart? Our people. We’re not just a service provider—we act as an extension of your team. With rapid response times, personalized support, and proactive IT management, we build lasting partnerships that focus on optimizing your IT environment and maximizing your investment for long-term success.
Comprehensive Suite of Services
We offer a complete range of IT solutions—from 24/7 support and help desk assistance to vCIO leadership, backup and disaster recovery, and smooth end-user onboarding/offboarding—designed to scale with your business and meet all your IT needs.
Data Security & Compliance
CBIZ CompuData takes a proactive, holistic approach to data protection, helping financial firms navigate industry regulations, implement security best practices, and strengthen their cybersecurity posture through compliance-driven solutions.
Strategic Partnership
We work alongside you as a strategic partner, aligning IT solutions with your business goals to drive efficiency and growth.
Empower Your Financial Firm with Expert IT Support
Trusted by financial leaders like RTD Financial, CBIZ CompuData delivers Managed IT Services that streamline operations, enhance security, and ensure compliance. Partner with us to receive the personalized, responsive care your organization deserves. Fill out the form below to schedule your personalized consultation and receive the RTD Financial Case Study.
Kevin Cremi
Chief Compliance Officer/Director of Operations, RTD FinancialWant to Maximize Your IT Potential?
Fill out the form to schedule your personalized consultation and receive the RTD Financial Case Study. Discover how our proactive solutions have helped a financial organization like yours elevate their IT experience.
