Financial & Professional Services

Delivering the tools you need to develop a dynamic and secure experience for customers.

Financial organizations are looking very different today than they did in decades past. Brick-and-mortar presences are dwindling, and financial institutions are facing surmounting pressure to create a more involved and robust customer experience while still adhering to rapidly changing regulations and protecting customer data. Likewise, professional services organizations need the same customer-centric support and technologies that financial institutions seek.

Managing constantly shifting regulations and data security needs, while still delivering a customer-centric experience creates the need to elevate IT environments to meet the multi-faceted needs of financial institutions and professional services. In addition, financial institutions need high-quality analytics to predict risk, as well as the ability for employees to access information easily and quickly.

We understand your major concerns, including threats to sensitive client data, ransomware attacks, and the vulnerability of personal device use. We also understand that as the world changes and progresses, your customers and employees will be more mobile and remote. This requires cloud-based technologies to deliver information securely wherever they are, bringing more agility and connectivity to your business, both internally and externally.

Key Features

Security Assessment Solutions

New Signature can customize a security solution specific to the unique needs of a financial institution or professional service. We understand your major concerns, including threats to sensitive client data, ransomware attacks, and the vulnerability of personal device use with mobile banking.
With our FI Security Assessment, you can have a clear understanding of what your institution’s security landscape looks like, and work toward improving your current state into a more sustainable and secure environment.

Modern Collaboration

Teams helps to drive the four major components of modern communication that high-performing businesses require—dynamic communication tools, a central space for collaboration, a tailored experience and premium security features. Implementing a Microsoft Teams solution for your institution with New Signature at your side can lead to an optimized experience and the expert guidance to reduce the learning curve and drive a stronger and quicker adoption among employees.

Modern Desktop

Upgrading to Windows 10 with Intune will help to drive operational change within your business, and New Signature has the depth and breadth of expertise to get you there quickly and securely. This solution aligns with New Signature’s position as an end-to-end provider. We help you analyze your current state and plan for the future, build and design that solution, and can manage it for you after launch to ensure optimum performance.

Industry Fact

The American Bankers Association cites cybersecurity as the #1 concern to financial institutions.

Wondering Where to Start?

A Value Discovery Workshop (VDW) from New Signature is the first-stops to learning about how Microsoft technologies can change your business within your industry. For financial institutions and professional services, a VDW gives you the hands-on ability to see and utilize solutions that are unique to your needs. You can dive deeper into data and gain more insight, while improving customer experiences by getting answers quickly. All these solutions increase opportunities, control costs and provide efficiency and agility.

New Signature has been awarded CIE Facilitator of the Year for three years in a row, boasting the most CIE facilitators of any official Microsoft partner. We have the expertise to deliver value to your unique industry goals and requirements.

Next Steps

If you’re ready to overcome your unique challenges, connect with a New Signature expert today.

Contact Us