IT support for financial services firms
Proactive IT management and cybersecurity for financial organizations in a heavily regulated environment.
Secure client data, especially in busy season
See how CTEKS protects financial records and meets the expectations of clients and regulators.
Read the transcript
Tax season leaves no room for downtime, or for lost client data. Firms face real risks. Phishing that peaks near deadlines. Sensitive client tax and financial records. Weak access controls. And lost or damaged files. CTEKS helps protect client data, with secure access and email. We support secure remote work for busy season, provide fast help when deadlines hit, and help you prepare a written security plan, which tax professionals are expected to maintain. Protect your firm, and your clients. Start with a free remote assessment.
Security, compliance and uptime
Our services protect sensitive data, support compliance, keep systems stable and reduce risk through continuous monitoring, secure infrastructure and responsive support.
Built for how financial firms work
Safeguard your business
Financial firms face strict regulatory demands. We help secure both your data and your clients’ data to support compliance and reduce risk.
Connect with clients and exceed expectations
Clients and investors expect near-constant uptime for live market data and transactions. Even brief outages can cause major revenue losses.
Do business anywhere
Secure remote and mobile work solutions let staff work from any location and on any device, with a track record of implementations in the financial sector.
Uptime, productivity and regulatory compliance
- Secure backup and disaster recovery solutions
- Firewalls and managed endpoint protection to defend against cyberattacks
- Cloud-based remote work solutions for secure productivity anywhere
- Mostly remote service, with onsite visits by arrangement in Chicago and nearby suburbs, including the financial district
We support Chicago-area firms in investment management, insurance brokerage, asset management and private equity.
Built for firms that handle other people’s money
Client data, deadlines and regulators all need the same thing: systems that stay up and stay protected.
Client data kept protected
Encryption, multifactor sign in and access controls that support the safeguards your regulators and clients expect.
Ready for busy season
Patching and changes are planned around filing and quarter end deadlines, not dropped into them.
Records you can produce
Documented configuration, logging and backups make audits and client questionnaires easier to answer.
Fraud and phishing awareness
Email protection and staff training aimed at the wire fraud and credential theft that target finance teams.
How it works
A simple, predictable process.
Review
We look at how client data is stored, shared and protected today.
Prioritize
You get a ranked list tied to your regulatory and client requirements, plus a written quote.
Harden
Controls are added in phases, scheduled away from your busiest weeks.
Support
Help desk, monitoring and periodic reviews keep the firm covered.
What clients say about working with CTEKS
Rated 5.0 on Google across 23 reviews. Excerpts from real reviews.
“Everything was done with the utmost professionalism and they had no trouble understanding some of the nuances of our software and accommodating them in the Azure environment.”
Posted on Google“Our company switched to Cteks and I absolutely love working with everyone on the team! They are super fast to respond, fix issue remotely behind the scenes on call if needed.”
Posted on Google“Efficient, fast and knowledgeable. I would definitely recommend them if you are looking for a new IT company!”
Posted on GoogleSchedule a free consultation
Share your requirements and we will arrange a complimentary consultation to review your IT goals and suggest next steps.
- Network, backup and security health check
- Plain-English report with a priority list
- Written quote if you want our help
Prefer to talk? (847) 200-3666
