Bank-Grade Security for Firms Handling Financial Data

Finance and insurance firms operate under constant regulatory scrutiny and manage some of the most sensitive data in any industry.

Get A Free No-Obligation Risk Assessment
DOWNLOAD: CORIT TECH 2026 Financial Services IT Risk Report​

We deliver Managed IT Services built for compliance, security, and reliability — so you can focus on serving clients, not firefighting tech issues.

financial services and insurance TECHNOLOGY PARTNER

Secure, reliable IT for Financial Service and Insurance Companies

We support legal, accounting, consulting, and advisory firms with managed IT, cybersecurity, and modern workplace solutions designed to protect sensitive data, enable compliance, and keep your team productive.

Managed IT Services for Finance & Insurance

Finance and insurance firms don’t need generic IT support.
They need bank-grade security, compliance-driven systems, and dependable managed IT services that protect sensitive financial data, meet strict regulatory obligations, and preserve client trust.

We deliver managed IT services for finance and insurance, built on bank-grade security, regulatory alignment, and operational reliability.

Our approach minimizes financial and compliance risk, eliminates reactive IT firefighting, and gives your firm confidence in the systems that support daily operations, audits, and long-term growth.

Our approach includes:

  • Bank-grade security controls designed to protect financial and insurance data

  • Strong access governance, encryption, and secure data handling

  • Clear policies for data storage, retention, and regulatory compliance

  • Proactive monitoring, threat prevention, and risk management — not reactive support

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Trusted by finance and insurance organisations protecting sensitive financial data across New Zealand.

Who Is This For:

Financial advisors & planners

Bank-grade security controls designed to safeguard sensitive financial and insurance data, maintain regulatory compliance, and reduce risk across users, devices, and systems.

Insurance agencies & brokerages

Secure, bank-grade cloud and Microsoft 365 environments that protect financial data, support regulatory compliance, and enable secure, efficient collaboration.

Lending & mortgage firms

Bank-grade modern workplace foundations that reduce operational risk while supporting secure internal workflows and client engagement.

Investment & wealth management firms

Secure, high-performance IT environments built on bank-grade security that protect financial data and support secure, compliant collaboration.

Fintech & finance-driven service providers

Security-first, bank-grade IT and governance controls that reduce operational and compliance risk across the organisation.

financial services and insurance TECHNOLOGY APPROACH

Our Compliance-First Managed IT Approach

We design and manage your IT environment with security and compliance as the foundation, not an afterthought.

Security

Security controls aligned with privacy and data-protection standards

Leading Policies

Clear policies for access, storage, and retention of client data

Proactive Monitoring

Proactive monitoring and prevention - not reactive fixes

Audit Ready

Documentation and audit-ready systems

Our Proven "ABCD" Approach

How We Work

A structured, security-first approach designed to give you clarity, confidence, and continuous improvement from day one.

Access and Discovery

Access & Discovery

We begin by gaining visibility into your technology environment to understand how your systems, users, and processes operate today. This discovery phase allows us to identify risks, dependencies, and inefficiencies, creating a clear picture of your current state and informing the priorities that follow.
Baseline for Services

Baseline for Service

Once discovery is complete, we establish a baseline that enables effective and reliable support. This includes addressing any urgent risks, documenting critical systems and contacts, and putting the foundations in place so our team can respond quickly and consistently while minimising disruption.
Completion of Onboarding

Completion of Onboarding

With a stable baseline in place, we standardise and secure your environment. This stage focuses on strengthening identity and security controls, improving consistency across systems, and enabling monitoring, protection, and reporting to support both security and productivity.

Driving the Roadmap

After onboarding, our focus shifts to continuous improvement. Through regular engagement, reporting, and review, we help you evolve your technology in line with your business goals, ensuring your IT environment remains secure, reliable, and ready to support future growth.

Get A Free Assessment

A no-obligation review of your IT environment designed to give you clarity, not a sales pitch. We’ll take a high-level look at your systems, security, and risks—so you know exactly where you stand and what to address first.


What you’ll get

✔ A clear snapshot of your current IT and security posture

✔ Identification of security gaps, reliability issues, and compliance risks

✔ Visibility into potential downtime and performance concerns

✔ Practical, prioritized recommendations tailored to your business

Delivered in a clear, easy-to-understand summary.

Quick & easy

⏱ Takes 30–45 minutes

No disruption to your operations

No obligation to move forward

Why it matters

Most businesses uncover risks they didn’t know existed.
It’s better to find them now—before they turn into downtime, security incidents, or compliance issues.

Trusted by organizations handling sensitive data

Designed for security-first, always-on environments.

Our Valued Partners

We partner with the best to provide your business the best

Client Success Stories

We work with businesses all over the world and help to deliver truly different outcomes. By aligning technology to business objectives, technology becomes a competitive advantage.

Read More Case Studies

Download the White Paper + Ebook

CORIT TECH 2026 Financial Services IT Risk Report

Why Compliance-First IT Is Now a Business Survival Strategy

How financial services firms can reduce data risk, strengthen regulatory compliance, and protect client confidence in 2026

  • How rising cyber threats, stricter client expectations, and growing compliance demands are reshaping IT for professional services firms

  • The most critical IT risks facing law firms, accounting firms, consultants, and professional teams, including:

    • Sensitive client data exposure

    • AI-driven phishing and email security threats

    • Outdated systems and unmanaged updates

    • Weak or untested backup strategies

    • Insecure remote and hybrid work environments

  • Why traditional break-fix IT models no longer work in a 2026 risk environment

  • What a compliance-first Managed IT approach looks like in practice

  • How firms can protect client trust, reduce operational risk, and maintain long-term resilience

DOWNLOAD: CORIT TECH 2026 Financial Services IT Risk Report​

Client Success Stories

We work with businesses all over the world and help to deliver truly different outcomes. By aligning technology to business objectives, technology becomes a competitive advantage.

Read More Case Studies

Let’s make your IT secure, compliant, and ready for growth.

Book a complimentary strategy session to assess your current environment and identify practical improvements for security, reliability, and performance.

Ready to strengthen your IT security and compliance posture?

Book a complimentary strategy session tailored for professional services firms.

  • Identify risks to sensitive client and firm information.
  • Get clear, practical recommendations aligned to your obligations.
  • Understand what secure, compliant IT looks like for your firm.
Book a Free Strategy Session

No obligation. No sales pressure. Practical advice.

Trusted by finance and insurance organisations protecting sensitive financial data across New Zealand.

Services We offer

Practical, secure, and scalable technology services designed to reduce risk, improve reliability, and support how modern organisations operate.

Cybersecurity

Security-first protection for modern businesses. From endpoint and email security to identity protection and compliance, we safeguard your systems, data, and people against evolving cyber threats.
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Cloud

Scalable, secure cloud solutions that support growth and flexibility. We design, migrate, and manage cloud platforms including Azure and Microsoft 365 to optimise performance, cost, and resilience.
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Network Services

Reliable, high-performance network solutions you can depend on. We design, secure, and manage business networks including LAN, WAN, Wi-Fi, VPNs, and internet connectivity to keep your organisation connected.
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Microsoft 365

Unlock the full value of Microsoft 365. We deliver secure configuration, user management, collaboration tools, and ongoing optimisation to help your teams work smarter, safer, and more efficiently.
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Business Continuity

Protect your business from disruption. Our backup, disaster recovery, and continuity solutions ensure your systems and data remain available, secure, and recoverable when it matters most.
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Unified Communications

Modern communication solutions that bring teams together. From VoIP and PBX to Microsoft Teams calling and collaboration, we simplify voice, video, and messaging into one seamless experience.
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AI and Automation

Practical AI and automation solutions that improve efficiency and decision-making. We help organisations identify high-value use cases, automate workflows, and responsibly adopt AI to deliver measurable business outcomes.
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vCIO and IT Consulting

Strategic, outcome-driven IT leadership without the full-time overhead. We provide technology roadmaps, governance, budgeting, and advisory services to align IT decisions with business goals and risk.
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