Rooted Banking, Finance, and Mortgage IT Solutions

In banking, finance, and mortgage, preventing fraud and keeping systems running smoothly are top priorities, but managing these with limited staff can feel like a constant battle. Rooted Technology Solutions understands the pressure small community banks and financial firms face and offers tailored IT solutions to protect your data, ensure uptime, and support your security practices—we’re here to lighten the load so you can focus on serving your customers.

Industry Focus:

• We get how tough it is to maintain customer trust when fraud’s a constant threat—it’s stressful with small teams, and a breach could shake confidence fast.
• You aim to keep transactions flowing and systems up for seamless customer service, which is critical when resources are tight and downtime isn’t an option.
• Cyber risks are high, with 96% of small banks citing cybersecurity as a top concern in 2024, breaches often involving phishing that can cost millions.
• We assist by setting up secure servers and workstations with firewalls, aware of FDIC needs, ensuring your systems stay reliable and data stays safe.
• We configure Managed Microsoft 365 for email security and document sharing, easing audit prep with tools like vulnerability scanning, keeping workflows efficient.
• We provide backup solutions and business continuity plans to ensure uptime during outages, reducing stress so you can focus on customers, not tech worries.

How an MSP Can Help:
An MSP delivers secure infrastructure, proactive monitoring, and practical support tailored to small financial firms—we don’t house servers or your data, relying instead on SOC 2 compliant vendors for top-tier security standards. This includes setting up firewalls, securing workstations, configuring email protection, supporting FDIC-aware practices with vulnerability scanning, and ensuring backup solutions keep your systems running—all with an understanding of banking’s unique regulatory and compliance needs.

Paired Solutions:

• Rooted Managed IT: With our Enterprise plan we can help handle everything from endpoint protection, unlimited tech support for your team, technology roadmaps and steering, cybersecurity training and simulated phishing, and more.
• Rooted Co-Managed IT: We can extend the reach of your IT department without adding additional staff with our managed projects and retainer hours to keep inititves moving forward, managed infrastructure to improve security and scalability, managed compliance and strategy, and more.
• Rooted Cyber Defense: We offer the latest cybersecurity solutions for endpoint, email, firewall, vulnerabilty scanning, and cybersecurity training for your team.

Why this matters: With 96% of small banks at risk and breaches costing millions, we lighten your load with the Rooted Managed IT Enterprise plan’s all-in support, with tools like Rooted V-Scan to help breeze through audits. Rooted keeps your technology secure and dependable, so you can build customer trust and run your business with confidence every day.