• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
  • X
  • Facebook
  • YouTube
  • LinkedIn
Support
Screen Connect
Pay Online
SWK logo.

SWK Technologies

Software Solutions & Services

  • Accounting & ERP Software
      • Acumatica Cloud ERP
        • Overview
        • Construction
        • Distribution
        • Field Service
        • Financial Management
        • Manufacturing
        • Professional Services
        • Project Accounting
        • Retail-Commerce
      • Sage Intacct
        • Overview
        • Construction and Real Estate (CRE)
        • Distribution Operations for Sage Intacct
        • Financial Services
        • Healthcare
        • Manufacturing Operations for Sage Intacct
        • Nonprofits
        • Professional Services
        • Sage Intacct Payroll powered by ADP
      • Sage 100
        • Overview
        • Business Intelligence
        • Core Accounting & Financials
        • Distribution
        • Manufacturing
        • Payroll
        • Sage 100 Contractor
      • More Accounting Products
        • QuickBooks
        • Sage 50
        • Sage 300
        • Sage 500
        • Sage BusinessWorks
      • ERP Add-ons
        • ADP Workforce Now
        • Altec
        • Avalara
        • AvidXchange
        • BigCommerce
        • CIMCloud
        • Cloud Hosting
        • DataSelf
        • Fortis
        • FreightPOP
        • Microsoft 365
        • Netstock
        • Ottimate
        • Quadient
        • Sage Fixed Assets
        • Sage HRMS
        • Sage Intacct Payroll powered by ADP
        • Savant WMS
        • Scanco
        • ScanForce
        • Solver
        • SPS Commerce
        • Velixo
        • Workforce Go!
      • More ERP Add-ons
        • Bizinsight
        • Concur
        • Crystal Reports
        • Fraxion
        • Fusion RMS
        • FYISoft
        • JobOps
        • KnowledgeSync
        • Lockstep Collect
        • Nectari
        • Pacejet
        • Planning Maestro
        • Sage CRM
        • Sage Intelligence
        • Scissortail HCM
        • Service Pro
        • ShipStation
        • Shopify
        • Starship
        • Sugar CRM
        • Time & Billing Pro
        • Timekeeper
        • True Sky
      • Industries
        • Construction
        • Distribution
        • Financial Services
        • Healthcare
        • Manufacturing
        • Nonprofit
        • Professional Services
        • Retail
  • Managed Cloud Services
      • Managed Services
        • IT Support
        • Cloud Hosting
        • Infrastructure-as-a-Service
        • Managed Cloud Services
        • vCIO
        • Acumatica Infrastructure
      • IT Solutions
        • Backup & Continuity
        • Cybersecurity
        • Email Hosting
        • Microsoft 365 Services
        • Virtualization
      • Industries
        • Financial Services
        • Healthcare
  • Consulting & Implementation
    • Business Technology Consulting
    • eCommerce
    • Financing
    • Human Capital Management
    • Managed Cloud & IT Services
    • Partner Program
    • Software Development
    • Software Implementation
  • Resources
    • Help Desk
    • Blog Posts
    • Payments Portal
    • Webinars
    • YouTube Channels
    • Acumatica Resources
    • Sage Intacct Resources
    • Sage 100 Resources
    • IT Resource Pages
  • About
    • About SWK
    • Awards & Recognition
    • Life@SWK
    • Careers
    • Success Stories
    • SWK Gives
  • Contact
    • Contact Us
    • Support
    • Our Locations
A black and white image of a computer screen showing stock charts.

Financial Services


Financial Services IT Solutions

Schedule a Demo

Home » Industries » Financial Services IT & Software

The financial services industry faces many challenges when it comes to technology, but there are also plenty of opportunities for your firm to take advantage of when you invest in the right solutions and ensure your ecosystem works together seamlessly. Cyber threats, security and privacy regulations, and disconnected systems can all complicate your operations and threaten your business profitability, but overcoming these obstacles can also help you unlock new ways to improve productivity and capture more value from your processes. Whether automating burdensome manual activities or reducing the maintenance of legacy equipment by migrating applications to the cloud, implementing the right technology can be used as a catalyst for your financial service firm’s growth.

SWK Technologies is here to help take the stress off of your hands with our solutions and services tailored to your needs, from accounting and CRM software to managed IT, cloud and security support. SWK is an award-winning consulting firm and service provider with a team of experts on staff, including several versed in regulatory and cybersecurity risk management best practices for the finance industry. Leveraging our deep understanding of your top pain points, SWK Technologies will provide the technology expertise your firm needs to optimize your performance and enable success.

SWK financial services cybersecurity questionnaire.

Download the Cybersecurity Checklist for Financial Services Firms.

Download Now

IT Solutions

Compliance and Risk Management

Financial services organizations from wealth advisors to banks operate within one of the most heavily regulated industries, requiring adherence to standards from FFIEC, GLBA, SOX, PCI DSS and state-level regulations like NYDFS cybersecurity requirements. Rather than approaching compliance as separate initiatives, your firm needs an integrated strategy that addresses regulatory obligations while strengthening your overall security posture.

Business Continuity Planning

FINRA, the SEC and other regulators require that financial service firms like yours be able to demonstrate the ability to restore and resume operations after an incident, as well as preserve the integrity of the sensitive data your clients entrust you to manage. By law and best practice, you must have a business continuity plan (BCP) in place that shows you have conducted a risk assessment of your persistent vulnerabilities and taken the steps to defend against them.

SWK offers tailored business continuity and disaster recovery (BCDR) solutions and services that will help you meet compliance as well as protect your mission-critical systems and data. From dedicated employee awareness training to modern, cloud-hosted backup solutions, we offer the resources you need to mitigate downtime and get your operations back on track after disruption.

Cloud Hosting for Software and IT

Whether scaling your operations during peak periods or ensuring consistent performance across multiple locations, your firm needs technology infrastructure that adapts to your business rather than constraining it. Legacy on-premise systems often create bottlenecks that limit your ability to respond quickly to market opportunities and client demands. SWK’s cloud hosting services eliminate these constraints by providing scalable, secure infrastructure tailored specifically for financial service environments. Take advantage of enterprise-grade security, automated monitoring, and seamless integration capabilities that reduce IT overhead while empowering your team to focus on serving clients and growing your business.

Secure Customer Support

Empower your firm to earn new accounts while continuing to support existing customers, reducing churn and taking control of your revenue. Take advantage of prepackaged SLA (service-level agreement) workflows, reports and self-service portals that can customized to fit your branding. Utilize the latest technology features to gain visualized insight into your customer service workflows with a modern analytics console.

Next-level Bookkeeping

Choose an accounting system that integrates seamlessly with the rest of your IT stack while providing you the latest features. Leveraging modern automation features, artificial intelligence and machine learning, cloud-hosted connectivity and more, your accounting team will be able to completely transform existing transactional and order management processes into streamlined operations powered by real-time visibility.

Software Integrations for Financial Services

A green logo with the word Sage on it.

Sage Intacct is a modern accounting software system hosted in the cloud that empowers you to transform how you handle your financials throughout every corner of your business. As a true cloud, native SaaS solution, Intacct enables you to better adapt to the increasing speed of your market and confidently face a wide range of disruption factors including new technologies, remote work shifts and natural disasters.

Read More

Sugar CRM offers a fully customizable solution for your sales and service teams that augments their current methods while providing you with full visibility into their status. This modern customer relationship management software grants you the tools you need to keep track of your client data and arm your sales team with the right information at the right time.

Read More
Sugar CRM logo on a blue background.

Ready to take the next step?

Contact SWK today to get in touch with one of our experts. We’ll go over your business challenges and unique needs, and see where you can unlock new value from your technology and make your operations run easier.

Get in touch!

Our Latest Posts

A person holding a green credit card near a white contactless payment terminal displaying wireless payment symbols, with bowls of food and a mug visible on a table in the background.

Acumatica Ending Support for Authorize.net by June 30

Read moreAcumatica Ending Support for Authorize.net by June 30
Wooden letter blocks arranged to spell "JUNE 2025" on a light background, representing the June 2025 cybersecurity news recap timeframe.

June 2025 Cybersecurity News Recap

Read moreJune 2025 Cybersecurity News Recap
Computer monitor displaying Sage 100 desktop interface with Resources button highlighted in red on the Help tab, demonstrating the desktop changes in version 2025.

Sage 100 v2025: Latest Release Guide

Read moreSage 100 v2025: Latest Release Guide

Awards and Accreditations

Top work places in NJ 2020.
Acumatica the Cloud ERP gold certified partner.
The Gold Microsoft partner logo on a black background.
Sage business partner diamond logo.
Dell Technologies Gold Partner
Sage tech partner logo.

Stay in the know!

Subscribe for exclusive ERP, process automation, IT and cybersecurity news.

Twitter
  • Facebook
  • YouTube
  • LinkedIn

Home
About
Contact

Support
Screen Connect
Pay Online
Downloads

SWK logo.

Headquarters:
120 Eagle Rock Ave, Suite 330
East Hanover, NJ 07936

Contact:
info@swktech.com
(877) 979-5462

Copyright © 2025 · SWK Technologies, Inc. · All Rights Reserved · Terms of Use · Privacy Policy

This site uses cookies to collect information about your browsing activities in order to provide you with more relevant content and promotional materials, and help us understand your interests and enhance the site. By continuing to browse this site you agree to the use of cookies. Visit our privacy policy to learn more.I understand