Managed IT services for financial institutions

Secure, compliant technology built specifically for banks, credit unions, wealth management firms, and more

Integris provides managed IT, cybersecurity, compliance, and strategic advice for financial institutions, backed by over 30 years of industry experience.

Key benefits:

  • Fully managed and co-managed IT options
  • Financial services cybersecurity and GRC expertise
  • 24/7 U.S.-based security operations
  • Audit and examination readiness support
  • Strategic CIO and CISO guidance
  • Technology roadmaps and budget planning
  • Governance and executive reporting
  • Cloud and infrastructure modernization
  • Secure AI adoption and governance

Book your discovery session today

We'll identify your gaps, risks, and cost savings in 30 minutes — no strings attached.

Sound familiar?

The IT problems that keep financial institution leaders up at night

If any of these hit close to home, you're not alone — and you're exactly who Integris was built for. 

"We're trying to modernize but every implementation seems more difficult than it should be."

Legacy systems, aging infrastructure, and years of integrations make even simple technology projects feel complicated. Security upgrades, cloud initiatives, and new digital capabilities often require navigating competing priorities and dependencies across the organization.

"Our dedicated IT team can only wear so many hats"

Financial institutions are being asked to modernize technology, strengthen cybersecurity, support employees, meet regulatory expectations, and evaluate AI opportunities, often with the same small team. Integris extends your internal capabilities with specialized expertise, strategic guidance, and around-the-clock support, helping your team accomplish more without adding headcount.

"We need an IT partner who understands regulatory requirements in our industry."

Most MSPs are built for generic small businesses. They've never read an FFIEC IT Booklet or mapped a control to NCUA’s Automated Cybersecurity Evaluation Toolbox (ACET). That gap shows up fast when an examiner asks a question your IT partner can't answer.

"Cyberattacks are constant, and it only takes one employee clicking the wrong link to shut down our entire network."

Cyberattacks targeting financial institutions have become incredibly sophisticated and constant. As IT staff, our biggest vulnerability isn't just the software—it's user error, where a single oversight can instantly trigger a massive system outage or data breach.

Most of our financial institution clients felt exactly this way before they called us.

Stay ahead of threats by bringing together modern security tools, a 24/7 security operations team, and proven processes designed to protect your business.

Why financial institutions choose Integris

Financial institutions trust Integris to help them strengthen security, support compliance, and modernize with confidence. Our dedicated Financial Institution Division combines managed IT, cybersecurity, governance, and strategic advisory services to help organizations reduce risk, improve efficiency, and prepare for what's next.

How Integris helps banks

Integris helps community banks combine reliable IT operations, cybersecurity, regulatory readiness, and strategic leadership in one relationship. Our team understands the need to modernize infrastructure, support critical applications, manage vendors, prepare for examinations, and maintain customer trust.

How Integris helps credit unions

Integris helps credit unions strengthen capable internal teams, improve security and governance, modernize technology, and respond to changing member expectations. Our co-managed approach adds specialized expertise and capacity while allowing the credit union’s IT team to remain actively involved and in control.

How Integris helps wealth management firms

Integris helps wealth management firms, including Registered Investment Advisors (RIAs), protect sensitive client information, strengthen cybersecurity and governance, improve technology reliability, and plan responsibly for modernization and AI. Flexible managed and co-managed services allow firms, whether operating as RIAs or under other advisory models, to select the level of operational and strategic support that best fits their organization.

What does Integris do?

Helping financial institutions like banks, credit unions, wealth management firms, and more, modernize, secure, and grow with confidence

Financial institutions are being asked to strengthen cybersecurity, meet growing regulatory expectations, and do it all with lean internal teams. Integris helps financial institutions navigate those competing priorities through managed IT, cybersecurity, compliance support, and strategic technology leadership.

Integris becomes your primary IT department.

Fully Managed IT

Enterprise-grade IT management and baseline security for banks, credit unions, and wealth management firms that need reliable infrastructure and regulatory alignment without the overhead of a large IT program.

Includes:

  • 24×7 monitoring and maintenance
  • Help desk and end-user support
  • Strategic planning and roadmap development
  • Lifecycle management
  • Compliance-focused management


Best for:
Financial institutions with little or no internal IT staff.

Integris extends and supports your existing IT team.

Co-Managed IT

Combines premium cybersecurity tools and expert guidance to deliver stronger threat protection and help organizations mature their cybersecurity program within a regulatory‑aligned framework.

Includes:

  • Infrastructure management
  • Monitoring and maintenance
  • Escalation support
  • Strategic guidance
  • Internal IT augmentation


Best for:
Financial institutions that already have IT personnel and need additional capacity and expertise.

Enterprise-grade cybersecurity management and protection.

Managed Security Advanced

Enterprise-grade cybersecurity, continuous threat monitoring, and expert security guidance for financial institutions that need stronger protection, improved resilience, and a structured approach to managing cyber risk.

Includes:

  • 24×7 SOC monitoring
  • Endpoint protection
  • Identity protection
  • Vulnerability management
  • Incident readiness support

 

Best for: Organizations like RIAs and other wealth management firms that need a mature cybersecurity program without compliance management.

For banks and credit unions

Managed Security and GRC

Integris managed security & governance, risk, and compliance for financial institutions combines a 24/7 U.S.-based SOC, expert guidance, to help financial institutions meet regulatory requirements and stay audit‑ready.

Includes:

  • Everything in Advanced Security
  • GRC platform
  • Risk management
  • Compliance oversight
  • Audit readiness support
  • Executive compliance reporting


Best for:
Banks, credit unions, and other highly regulated financial institutions.

Meet our financial services practice

Integris supports financial institutions through teams focused on their technology, security, compliance, governance, and planning needs. The delivery model includes financial organization-focused solution and security architects, strategic advisors, engineering resources, and U.S.-based support capabilities.

cal-roberson

Cal Roberson

Vice President of Market Operations
Financial Institution Division

Victoria Flynn

Director of Sales
Financial Institution Division

Why Integris?

Not all MSPs are equal. Here's the difference.

Most MSPs keep the lights on. Integris builds the infrastructure your next chapter requires.

01

Solutions based on deep discovery

Every engagement starts with a IT discovery process — not a sales pitch. We identify your real gaps before prescribing anything. Working together we'll develop a custom plan to position your organization for the future while adhering to standards like FFIEC, NCUA, FDIC, OCC, SEC and GLBA guidance.

02

We know your core systems

We've built our security and monitoring infrastructure around the platforms financial institutions actually use — not generic business software.

03

Your exam findings don't repeat with us

Our GRC platform tracks every finding, every remediation, every evidence artifact — continuously. When your examiner arrives, you're not scrambling. You're handing them a live dashboard.

04

Around the clock SOC monitoring - 365 days a year

Our engineers know your account when your operations team calls at 6am on a Monday because something is wrong, they're not routed to a script reader. They're talking to someone who has read your incident response plan.

05

Predictable pricing for regulated environments

Compliance incidents, after-hours calls, and exam prep cycles don't generate surprise invoices. Our pricing is built to absorb the reality of what operating in a regulated environment actually looks like.

Integris by the numbers

Verified outcomes across our client portfolio
  • 94 Verified Clutch reviews – 4.9/5
  • 100k Active assets under active management
  • 20+ Years serving banks, law firms & SMBs
  • Top 5% SOC 2 Type II – ahead of 95% of MSPs
  • Inc. 500 One of America's fastest-growing private companies – recognized mutliple years running
  • MSP Select USA 2025 Cloudtango – recognized for growth, satisfraction & service breadth

Over 100k

devices under active management

Over 30 Years

Serving financial institutions like banks,
credit unions, and wealth management firms

SOC 2 Type II

Ahead of 95% of MSPs

Inc. 500

One of America's fastest-growing private companies — recognized multiple years running

MSP Select USA 2025

Cloudtango — recognized for growth, satisfaction & service breadth

What should you expect after signing up?

From first call to fully onboaded — in as little as 30 days

We've refined onboarding over 20+ years. Here's exactly what happens after you reach out.

1

Introductory Call

30 minutes. We listen first. Tell us your priorities, pain points, and where IT is holding you back.

2

IT Discovery

Our engineers scan your environment — security, lifecycle, compliance posture, and cost opportunities.

3

Roadmap Delivery

You receive a written IT plan and 12-month budget — prioritized, clear, and yours to keep.

4

Go Live

Full onboarding in ~30 days with
monitoring and help desk access.

But don't take our word on everything

Listen to what our clients have to say

Frequently asked questions