Managed IT Services for North Carolina Financial Services – With National Reach
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Technology That Builds with You
At PivIT Strategy, we understand that technology in the financial world isn’t just about numbers, it’s about trust, compliance, and performance. From advisors and accountants managing sensitive client data to teams processing transactions across multiple locations, reliable IT infrastructure is essential to secure and uninterrupted operations.
Our Managed IT Services are built for North Carolina financial firms and institutions with nationwide reach. We deliver the speed, security, and compliance that banks, credit unions, wealth management firms, and accounting practices depend on. Whether you’re headquartered in Charlotte, managing branches across the Carolinas, or serving clients nationwide, PivIT provides proactive IT support and financial industry expertise that keeps your systems compliant and your business moving.
Why Financial Organizations Choose PivIT Strategy
Protect Client Data & Maintain Regulatory Compliance
Our cybersecurity solutions are built to meet the strict standards of the financial sector, including GLBA, FINRA, and SEC regulations. We protect sensitive financial data from breaches, ransomware, and internal threats.
Minimize Downtime Across Branches and Offices
We proactively monitor your systems to prevent outages and performance issues, keeping your financial applications, CRMs, and trading systems operational around the clock.
Seamless Communication Between Teams and Clients
From secure VoIP and video conferencing to encrypted email, we connect advisors, accountants, and clients across branches and time zones with total reliability.
Local North Carolina Support with National Reach
We’re proud to serve banks, investment firms, and financial organizations across North Carolina, while supporting institutions nationwide with the same commitment to performance and compliance.
Scalable Solutions for Every Financial Operation
Whether you’re a boutique advisory firm or a large financial institution, our IT solutions scale to meet your transaction volume, user growth, and compliance needs.
Trusted by Financial Professionals Nationwide
PivIT Strategy supports financial organizations of all sizes, from small local firms to multi-state institutions, helping them stay compliant, secure, and ahead of cyber risk.
5 Stars on Google
Our Managed IT Services for Financial Services
Managed IT Support
Onsite and remote help desk services for advisors, analysts, and back-office staff. We keep your accounting software, CRMs, and financial applications running smoothly with minimal downtime.
Cybersecurity
Comprehensive protection against the ever-evolving cyber threats facing financial institutions. We handle firewalls, endpoint detection, encryption, employee training, and compliance reporting for FINRA, SEC, and state regulators.
Backup & Disaster Recovery
Your critical financial data is backed up onsite, offsite, and in the cloud. In the event of a breach or system outage, PivIT restores your data quickly to keep operations uninterrupted.
Network Infrastructure
We design secure and high-speed networks for financial offices and branches, supporting VPNs, Wi-Fi, and encrypted data transfers to keep every transaction safe.
Cloud Services & File Management
From hosting financial records to enabling secure client document sharing, we help firms use Microsoft 365, SharePoint, and encrypted cloud systems efficiently and in compliance with federal regulations.
IT Consulting & Strategy
Our fractional CTO services help executives plan IT budgets, manage vendors, and align technology investments with compliance requirements and business growth goals.
Communication Systems (VoIP & Video)
We implement secure, high-quality voice and video systems that support collaboration and client communication while maintaining confidentiality and compliance.
Hardware Procurement & Device Management
We source, configure, and manage your firm’s laptops, servers, and mobile devices with encryption and lifecycle controls to protect sensitive data.
Discovery & Assessment
We review your systems, workflows, and compliance requirements to identify gaps in security and performance.
Design & Planning
We develop a tailored IT roadmap that aligns with your financial compliance standards and operational goals.
Implementation & Migration
We deploy and optimize systems with minimal disruption to client services or financial operations.
Ongoing Support & Optimization
Continuous monitoring, updates, and responsive help desk support keep your technology secure, compliant, and optimized for daily financial performance.
Local Expertise for North Carolina Finance, National Impact
We’re proud to support banks, credit unions, and financial firms across North Carolina, and provide the same hands-on partnership to financial organizations nationwide.
From regional compliance challenges to national cybersecurity standards, our team delivers IT that keeps your firm compliant, connected, and performing at its best.
With PivIT Strategy, you gain a partner as precise and dependable as your own financial experts, whether your clients are in Charlotte, Raleigh, Atlanta, or beyond.
Frequently Asked Questions
Q: What makes financial IT different from standard business IT?
A: Financial organizations must maintain continuous uptime, strong encryption, and strict compliance with regulations like GLBA, FINRA, and SEC rules, all while managing large volumes of sensitive data.
Q: Can PivIT support financial platforms and CRMs?
A: Yes. We support integrations and performance for financial systems like QuickBooks Enterprise, Orion, Salesforce, and other financial software.
Q: How fast is your response time for critical issues?
A: We provide remote response within minutes and can deploy technicians throughout North Carolina or coordinate with national partners for rapid onsite support.
Q: What does your pricing look like?
A: We offer monthly pricing based on your number of users, devices, or branch locations—customized for firms of any size.
Q: Do you work with organizations outside North Carolina?
A: Absolutely. While headquartered in North Carolina, we serve financial institutions and service providers across the U.S.
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