A considered technology conversation
Technology support for financial professionals.
For financial professionals, start by separating technology responsibilities from the work of the firm and its specialist advisers.
Map the technology and providers
Discuss your devices, applications, locations and existing providers. Identify the technical issues that affect daily work and who currently owns each environment.
Keep professional responsibilities clear
Agree the boundary between technology support and the firm's financial, supervisory and regulatory responsibilities. Involve the appropriate qualified advisers for those decisions.
Begin privately
Keep client records, account information and credentials out of a public inquiry. Ask about an appropriate channel and current service scope before sharing sensitive material.
Before work begins
Ask us about scope, locations, service hours, escalation paths, privacy handling and response expectations before engaging.
