Managed IT Services For Banks & Financial Services

Why choose Protek for banking and financial IT services?

Segment branch and HQ IT networks to contain threats and secure payment and clearing flows you use.

Meet GLBA, PCI, and FFIEC guidance as we manage controls, logging, and audit evidence you need.

Streamline audits with mapped controls, complete logs, and attestation support from our compliance team.

Encrypt data at rest and in transit across endpoints, email, and backups you rely on every day.

Easily coordinate tasks with your IT team and vendors to cover projects and daily support without losing speed.

Request a Quote For Banking & Financial IT Services

150+
Years combined IT experience
97.6%
Average client satisfaction rating
100%
Locally Owned & Locally Operated
14+
Years providing excellent IT services
Hear How Others Benefit From Using IT Services For Banks & Financial Institutions
OUR SERVICES

Which IT Services For Banks & Financial Companies Will Protek Provide?

Before you sign a contract with any IT provider, it's important to fully understand what they will offer your institution. Here is an overview of some of the key IT services that you can expect when you choose Protek.

Managed IT Services

Streamline branch and back-office operations by using our managed IT services to cut downtime, standardize controls, and align IT support with your priorities.

IT Consulting

Improve technology decisions with banking-focused consulting that maps core systems, risk, and growth, so you meet budgets and regulators without slowing delivery.

IT Support

Resolve your users’ issues fast with our service desk that knows core platforms and vendor playbooks, reducing disruption by fixing problems right the first time.

Compliance Support

Stay audit-ready with policy templates, evidence collection, and controls mapping by aligning IT practices to FFIEC, SOC, and PCI rules.

IT Network Monitoring

Prevent outages by monitoring your circuits, firewalls, and branches 24/7 with alerts and playbooks that speed triage, cut risk, and keep payments and apps available.

Cloud Services

Modernize your workloads with a secure cloud setup and access controls by migrating mail, files, and apps in phases that protect data and improve resilience.

Cybersecurity

Reduce your cyber risk with layered controls, MFA, and continuous monitoring by closing gaps across endpoints, email, and identities to protect accounts and funds.

Office Relocations & Set-Up

Open or move your branches with structured cabling, network setup, and vendor coordination by delivering ready-to-work stations, tested circuits, and secure Wi-Fi.

Disaster Recovery

Restore your operations faster with tested backups and clear recovery plans that help you meet recovery targets, protect core systems, and keep your staff productive.

Audit-Ready Staff Training For Financial Institutions

Regulators expect role-based cyber awareness training with complete records. Scattered logs and generic courses often fail to show who learned what and when. This lack of clarity can impact your ability to meet the compliance frameworks that you need to adhere to.

Protek can help you avoid that situation. We deliver role-based security training and phishing tests. We track sign-offs, timestamps, and policy versions by role. You see status by user, team, and branch on the same easy-to-search platform.

We can also help you automate reminders, schedule retraining after failures, and prepare exportable reports. You’ll improve end-user behavior and walk into audits with more confidence.

Banking and Financial Services IT

Banks & Financial Organizations Are Held to Higher Standards

Reach out to Protek to meet and exceed the expectations for your IT systems.

Our Industry Specialized Services

Secure Every Remote Connection to Your Bank's Core IT Network

Remote staff, auditors, and vendors may need to connect to your bank’s IT systems. The problem is that when devices are unmanaged or links are loosely shared, the risk of fraud and compliance issues increases.

Furthermore, broad VPN access and unsegmented IT networks can turn a single compromised login into a wider incident.

For these reasons, Protek uses a zero-trust approach to verify every user and device before granting access. We check device health, separate sensitive systems from general use, and record vendor sessions for accountability.

This keeps remote work and partner access secure without slowing operations.

Banking and Financial IT Services
Banking and Financial Services IT

Keep Loan & Trading Tools Reliable

Outdated LOS, CRM, and trading add-ins can slow processes and cause unexpected outages. When these tools are not maintained, even small changes can create errors that disrupt lending or trading operations.

That’s why Protek will track every application, update dependencies, and verify that integrations work as intended. We plan replacements before tools become unstable, so your systems stay dependable.

This approach improves reliability and lowers the risk of sudden failures. You’ll keep critical operations running smoothly and avoid surprises during high-volume periods.

Stop IT System Intrusions Before They Spread

Attackers often break into financial institutions through core systems, payment platforms, or customer portals. Once inside, they can quickly move to other areas, disrupt services, and create costly compliance issues. In fact, 74% of data breaches in the financial industry involve this type of attack.

To help you prevent these types of issues, Protek will regularly patch your IT systems and monitor activity around the clock. We use phishing-resistant MFA, limit privileged access, and separate critical systems to keep intruders from moving further.

These steps reduce the chances of an intrusion and keep incidents contained if they occur. You’ll recover faster, maintain customer trust, and show regulators clear evidence of your response.

IT Services for the Banking and Financial Services

FAQs About IT Services For Banks & Financial Institutions

Which compliance frameworks require banks and financial service organizations to provide cybersecurity training to staff?

There are several compliance frameworks that require cyber awareness training for your staff.

They include the following.

  • GLBA requires staff training through the FTC Safeguards Rule and the Interagency Guidelines.
  • FFIEC’s Information Security Booklet requires annual security awareness for all employees.
  • PCI DSS v4.0 requires security awareness training for personnel who handle card data.

If you need help catching up on cyber training, please reach out to our team.

How do you track policy exceptions and remediation?

We log every policy exception in a secure ticketing and compliance platform.

Each entry includes the justification, approving contact at the institution, expiration date, and risk classification.

We also track remediation tasks in the same system, send automated reminders before deadlines, and confirm closure with evidence.

Our reports give bank leadership and auditors a clear record of open, closed, and expired exceptions.

Can you manage API access for our fintech partners?

API access is integrated through an API gateway. Dedicated service accounts operate with least privilege, using mTLS or signed tokens for authentication.

Traffic is controlled with rate limits and IP allowlists, while detailed logging and anomaly alerts maintain oversight.

Audit evidence is securely stored, access is reviewed quarterly, keys are rotated on schedule, and partner connections are promptly removed when contracts conclude.

Do you set retention rules for email, chat, voice, and files?

We can work with your compliance team to set retention rules that align with regulatory requirements.

Policies are applied across email, chat, voice recordings, and file storage. Automation enforces retention periods, archives required data, and securely deletes content past its limit.

We will also produce retention reports and audit trails that give you proof that records are kept and disposed of according to your obligations.

Will your cybersecurity controls align with The Money Transmitter Act?

For institutions licensed under Utah’s Money Transmitter Act, we align cybersecurity controls with state DFI expectations and applicable federal guidance.

Controls include strong authentication for all system access, encryption of sensitive transaction data, and continuous monitoring of payment platforms. Change management, vendor oversight, and incident response plans are documented for exams.

We also retain transaction and system logs per retention rules and provide compliance reports that map directly to licensing requirements.

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