IT Support for Financial Services
24/7 Support
ISO 27001 Certified
Technology should give your business a competitive advantage, it shouldn’t be a burden. AAG helps the financial services industry protect sensitive client data, meet FCA and GDPR requirements, and unlock the efficiency gains that AI-driven tools make possible.
✔ Financial Sector Specialists
✔ 15-Minute Response Times
✔ Incredible Customer Service
Ready for an IT partner that helps you move forward?
Speak to the team today
IT Support for financial services firms that protects client data and drives operational efficiency
IT Support for financial services businesses should protect sensitive financial data, ensure regulatory compliance, and free your team to focus on client outcomes. Without it, you risk:
- Data breaches and compliance failures – A single security incident can expose sensitive client data, trigger FCA enforcement action, and cause irreparable reputational damage.
- Wasted time and lost productivity -Your advisers, analysts, and operations teams shouldn’t be fighting with slow systems or waiting on IT tickets when client portfolios need attention.
- Falling behind more agile competitors – Technology-forward financial firms win more clients, scale faster, and operate with fewer manual processes than those still relying on legacy infrastructure.
Stop letting IT problems cost you clients, time, and competitive ground. Focus on what matters most.
The AAG difference: IT support built for financial services
The traditional tiered IT support model was never designed for financial services. AAG replaces that model entirely with AI-driven triage and intelligent automation that gets to the right answer, first time.
Faster resolutions and first-time fixes
The moment a ticket is raised, AI triages it and routes it to the engineer best placed to resolve it. No escalations, no repeated explanations, no wasted time.
Less disruption to your financial teams
Smart monitoring fixes common issues automatically, before your advisers, compliance officers, or operations staff are ever affected. Client deadlines stay on track.
A dramatically better support experience
90% of issues are fixed first time. New starters are onboarded in minutes, and routine requests are handled through self-service. Your firm keeps moving, even on the days things go wrong.
What that means for your financial services business: Read more about how we use AI to remove friction from the IT support process.
Hear it from our customers
Our professional partnerships
Through our technology partnerships, your financial services firm gains access to industry-leading platforms and tools. Our independent accreditations provide proof that we handle sensitive client data to the highest security standards, giving your clients, your regulators, and your board complete confidence.
Technology that drives efficiency for financial services firms
When you work with AAG, you get:
AI-driven automation
Intelligent workflow automation, smart monitoring, and automated compliance reporting that reduces manual processing time and eliminates the human error risk inherent in financial data management.
Security and compliance first
Protect highly sensitive client data with advanced cybersecurity measures, strict access controls, and end-to-end data encryption that meet FCA regulatory requirements, GDPR obligations, and ISO 27001 standards.
24/7 support for financial services teams
Round-the-clock monitoring and rapid response times that prevent disruptions to trading platforms, portfolio management systems, and client-facing services, so your operations never miss a beat.
Some financial services firms are scaling. Others are still firefighting. Here’s the difference…
A message from our founder
After many years working across the finance industry, from independent financial advisers and wealth management firms to FCA-regulated lending businesses and investment firms, I’ve noticed something consistent: the firms that outperform their competitors aren’t necessarily those with the largest headcount or the biggest budgets. They’re the ones whose technology works for them, not against them.
Here’s what I’ve learned working with financial services organisations: firms that invest in smart automation, secure communication platforms, and proactive monitoring consistently respond faster to clients, pass regulatory audits without firefighting, and scale their operations without adding proportional headcount. Those that don’t? They’re caught in a cycle of reactive IT and manual processes that quietly erodes both margin and morale.
At AAG, we help financial services businesses build an IT infrastructure that supports compliance, protects client trust, and creates genuine operational efficiency, today and for years to come.
Alexa Greaves
CEO, AAG IT Services
IT Support services that fix problems before they cost you money, clients, or your regulatory standing.
3 steps to unlock your potential
AAG helps ambitious financial services firms grow faster, operate more securely, and stay ahead of regulatory demands.
2. Strategy and discovery
Whether it’s AI-driven automation, FCA compliance alignment, secure cloud migration, disaster recovery planning, or cyber security, we design a strategy built around your specific workflows and regulatory obligations. No generic solutions. No unnecessary disruption.
3. Go live and scale
From day one, you’ll experience smoother processes, rock-solid data security, and automated workflows that free your team from repetitive manual tasks. Your financial services team will achieve more, without the technical friction.
Want to stay compliant and secure? We're ISO 27001 and Cyber Essentials Plus Certified.
Clear, simple IT Support pricing for financial services firms
IT support should be predictable. No hidden costs, no surprise invoices, no ambiguity about what’s covered. AAG offers a straightforward service that protects your chambers, covers your compliance requirements, and scales as your practice grows.
Pricing starts from £21.50 per device per month.
View our pricing guide or get a tailored quote for your chambers.
AI and automation for financial services firms
Manual processes are one of the biggest sources of risk and inefficiency in financial services. Data re-entry errors, slow client onboarding, and paper-heavy compliance workflows cost your business time, money, and occasionally, regulatory goodwill.
AAG’s AI and automation services reduce that manual burden. We advise on and implement practical solutions using tools including Microsoft Copilot, Power Platform, and intelligent workflow automation. From automated compliance reporting and smart document processing to AI-assisted client onboarding workflows and real-time anomaly detection, we help financial services firms operate with greater speed, accuracy, and confidence.
Helpful and free IT resources for your business
We pride ourselves on helping businesses across the financial industry maximise their current technology, which is why we provide free educational guides. Whether you’re a client or not.
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Managed IT Support for financial services businesses
Every financial services provider operates differently. Independent financial advisers, wealth managers, FCA-regulated lenders, asset managers, and fintech businesses all face distinct challenges, different software ecosystems, different regulatory obligations, and different client expectations. We understand your business first, then draw from our extensive range of support services and AI automation solutions. That’s how we become a true IT partner, not just a helpdesk.
Cyber Security for Financial Sector
Cloud Solutions for Financial Sector
AI and Automation Services for Financial Sector
Disaster Recovery Services for Financial Sector
Microsoft 365 Services for Financial Sector
The Cloud Cost Cutter
IT Support built for financial services firms that have bigger ambitions than basic uptime
Financial services firms face technology challenges that generic IT providers simply don’t understand, from legacy portfolio management systems to outdated compliance workflows.
A strategic IT Support team solves these problems:
- More productive, efficient teams with automation and streamlined workflows that eliminate the manual processing draining adviser and analyst time.
- Protected reputation and client trust with robust data security, encryption, and access controls to keep sensitive data safe and your FCA obligations met.
- Better decisions with real-time visibility provided by clean, integrated systems that give your leadership team accurate data when they need it.
- Reduced risk from human error with automated compliance processes and smart monitoring that remove the manual touchpoints where mistakes happen.
AAG helps you get there. We turn efficient, well-configured technology into your competitive advantage in financial services.
The IT support provider with extensive experience in the finance sector
Most IT providers will tell you they support financial institutions. Few can tell you the difference between an Intelliflo back-office configuration and an IRESS portfolio management setup, or why that difference matters when your team raises a support ticket at 8am on a compliance deadline.
We can.
Our team combines deep technical expertise with genuine, hands-on financial industry experience. From cybersecurity specialists protecting sensitive client data to senior consultants managing complex ecosystems including Curo, Xplan, and Salesforce Financial Services Cloud, our clients work directly with engineers who understand their business, not technicians learning on the job.
Every team member operates as a mini operations manager: solving technical problems and actively focusing on your firm’s efficiency, compliance, and growth.
Microsoft 365 and Azure Support for Financial Services Firms
From SharePoint configuration and document management libraries for compliance records, to full team training, licence management, and Teams-based client communication setups, we can offer the full spectrum of Microsoft 365 support tailored to regulated financial environments.
Our Azure team guides you through building a secure, high-performing cloud environment. As a recognised Microsoft Azure Partner, we provide managed Azure services that reduce unnecessary cloud spend while meeting the data sovereignty and security requirements that financial services regulators expect. Whether you want to modernise legacy applications, enable secure remote working, or improve software delivery, our specialists support your capabilities through clear, consistent Azure guidance.
Case study: IT Services for a financial services firm (AEON Financial)
Your trusted IT Support Company for financial services
We’ve helped financial services firms across the UK take control of their IT infrastructure. Here’s why they trust us:
Proven Expertise
Decades supporting financial services businesses with their unique regulatory and operational challenges.
Security First
Protecting sensitive client data and meeting FCA, GDPR, and ISO 27001 requirements in everything we do.
Award-Winning Service
Industry recognition for excellence in financial services IT support.
We're an award-winning IT Support Company with a well-established track record supporting financial services firms across the UK.
Hear it from our financial services IT Support customers
Don’t just take our word for it. Our IT services for financial services firms are endorsed by clients across the sector.
Customer service that puts your financial services firm first
Every minute your advisers spend waiting on IT is a minute not spent with clients. Every compliance deadline missed because of a system failure is a risk your firm shouldn’t have to carry. Every manual process your operations team runs because nobody automated it yet is costing you money you can’t see.
AAG is built around eliminating all three.
When systems go down, whether it’s a critical portfolio management failure, an FCA reporting issue, a cybersecurity incident, or a remote access problem for an adviser between client meetings, our professional support desk is there. Fast, knowledgeable and focused on getting your team back to full productivity as quickly as possible.
But the support desk is only part of what we do. Our proactive approach includes:
- AI-driven automation that resolves common issues before they reach the support desk and surfaces workflow inefficiencies before they erode your firm’s time or margin.
- Cloud solutions that enable secure, compliant remote access for advisers and analysts, with predictable costs and properly governed data storage for client records.
- Automated compliance monitoring that keeps regulatory reporting, access controls, and data retention policies continuously aligned with FCA and GDPR requirements.
- Investment guidance to ensure your IT roadmap is built around your growth plans and compliance obligations.
- Backup solutions and disaster recovery planning that protect business continuity and client trust, even in the event of a ransomware attack or critical infrastructure failure.
That’s the difference between an IT provider and a strategic partner. One fixes the problem. The other makes sure the problem doesn’t happen again.
Need Local IT Support? We’ve Got You Covered.
We can work remotely, or meet you on-site.
IT Services for financial services firms that protect your reputation and drive growth
Financial services firms are under more pressure than ever to operate efficiently, stay compliant, and deliver for clients. Yet many are doing it with IT infrastructure that slows them down, legacy systems that resist integration, manual processes that drain adviser time, and a provider relationship built around fixing problems rather than preventing them.
AAG provides a strategic technology partnership that changes that equation entirely. We help you:
- Scale securely with IT infrastructure built for financial services growth
- Automate intelligently using AI to eliminate manual data entry, streamline compliance reporting, and free your team for higher-value work.
- Protect what matters most through proactive monitoring, advanced cybersecurity, and robust disaster recovery.
- Invest smarter in technology solutions tailored to your firm’s unique business model.
Financial services firms that partner with AAG gain more than reliable IT support. They gain visibility of their entire technology estate, confidence in their compliance posture, and a clear roadmap for where their systems need to go next, without the distraction of managing it themselves.
Your team focuses on clients. We focus on making sure the technology behind them never lets them down.
If you’re ready for IT Support for financial services that drives innovation, operational efficiency, and growth, we’re here to help.
We're an award-winning IT Support Company with a well-established track record supporting financial services firms across the UK.
Your financial services IT questions answered
You can read all of our frequently asked questions here.
Will switching IT providers disrupt my financial services business?
No. We ensure a smooth transition with minimal downtime. Our structured onboarding process is designed to get your systems, your team, and your compliance configurations up and running quickly without disrupting your day-to-day client service or your regulatory reporting obligations.
How is AAG different from other IT support providers for financial services firms?
Most IT providers react when things break. AAG goes further. We provide strategic guidance on AI-driven automation, FCA compliance alignment, cloud infrastructure, and modern technology adoption so your IT systems actively drive growth and efficiency, rather than simply keeping the lights on.
Can you help us protect sensitive client data and meet our FCA and GDPR obligations?
Absolutely. Data security and regulatory compliance are central to everything we do in financial services. We implement advanced cybersecurity measures, end-to-end data encryption, role-based access controls, and data loss prevention tools designed to meet FCA requirements and GDPR obligations, protecting your clients and your firm.
How can AI and automation help my financial services firm?
Significantly. AI and automation can eliminate manual data entry in compliance workflows, accelerate client onboarding, reduce the time spent on regulatory reporting, and flag anomalies in financial data before they become problems. We implement practical solutions using Microsoft Copilot, Power Platform, and intelligent workflow automation tailored to the specific processes of your firm, not generic off-the-shelf deployments.
How long will it take to switch providers, and why do you need 6 weeks to onboard?
We typically work to a 6-week onboarding timeline for new financial services clients, and there’s a very deliberate reason for that.
Financial services firms run on specialist software ecosystems. Portfolio management platforms, FCA reporting tools, client relationship management systems, compliance monitoring software, and back-office administration platforms all need to be mapped, documented, and fully understood before our support desk takes over. We need to know how your data flows, where your compliance-critical systems sit, how your user access controls are configured, and what your disaster recovery plan looks like.
We document everything. We run a welcome day on-site with your team. We understand individual user and departmental challenges before your first support ticket is ever raised. When your team logs that first call, they’ll immediately understand why we’re different.
Do you support the specialist financial software our firm relies on?
Yes. We work with hundreds of third-party software vendors, including the specialist platforms that financial services firms depend on including portfolio management systems such as Intelliflo, IRESS, and Curo; compliance and reporting tools; CRM platforms including Salesforce Financial Services Cloud and Microsoft Dynamics; and back-office administration software. We take accountability for your IT ecosystem, including third-party vendor relationships, so you have a genuine single point of contact.
We have offices in multiple locations. Can you support each site?
Yes. We offer a national service and work with financial services firms across the UK from single-office firms to multi-site national operations. Our remote monitoring, proactive management, and on-site support capability covers multiple locations, ensuring consistent service and uninterrupted operations wherever your team works.
Can you help with FCA regulations and our ongoing compliance requirements?
We help reduce the ongoing burden of FCA compliance by configuring your IT infrastructure to meet regulatory expectations including data retention policies, access controls, encryption standards, audit logging, and GDPR-aligned data management. We don’t replace your compliance officer, but we ensure your technology estate supports their work rather than creating additional risk.
Are your team experts in financial services IT specifically?
Yes. Our team has extensive experience supporting financial services firms of all types. From cybersecurity specialists protecting sensitive client data to technical consultants managing complex financial software environments, our clients work directly with senior engineers who understand how financial services businesses operate, not generalists learning on the job.
Are you proactive, or do you just fix things when they break?
We’re genuinely proactive and that distinction is fundamental to how we work. Our automated monitoring resolves many issues before your team even notices them. We review your IT infrastructure regularly, identify efficiency opportunities, and bring you strategic recommendations as your business and regulatory environment evolves.
We don’t wait for you to call us with a problem. We’re constantly looking for ways to help your firm operate more efficiently, more securely, and more profitably.
How does managed IT support for financial services firms help with cybersecurity?
Cybersecurity is built into everything we do. Financial services firms are high-value targets for cybercriminals and the regulatory consequences of a breach can be severe. We provide proactive threat monitoring, penetration testing, endpoint protection, regular security audits, and staff security awareness training, all aligned to FCA, GDPR, and ISO 27001 requirements. Our ISO 27001 and Cyber Essentials Plus certifications provide independent proof that we take your data security as seriously as you do.
