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.

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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.

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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.

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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.

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Before work begins

Ask us about scope, locations, service hours, escalation paths, privacy handling and response expectations before engaging.

Discuss your environment