IT Solutions for Financial Services

Secure, scalable technology for financial institutions

We enable banks, credit unions, and financial firms with secure, scalable technology to protect data, ensure compliance, and drive operational efficiency, without the drag of legacy systems.

Technology solutions for financial services

A complete solution for secure, agile finance

Six focused capabilities that protect data, connect your people and customers, and keep your institution compliant and resilient.

 

Access & Control

Secure and control all user access to any application or data with granular policy controls across a highly flexible architecture.

 

Data Center Modernization

Increase security and performance while consolidating your infrastructure into DoD-rated appliances.

 

Mobility

Secure personal, corporate, and IoT devices using an internet connection, across local and external networks.

 

Secure Connection

Quickly and securely connect all branch locations, employees, and customers to your highly regulated financial apps.

 

WorkStyle Flexibility

Boost employee experience with single sign-on access to all apps, data, and files, regardless of device or location.

 

Citrix Managed Services

Three programs to fit your needs and resources, an advisory, full, or hybrid management program.

Common problems we solve

The challenges financial institutions face every day

Over 75% of the financial organizations we enter don’t have a high-security Citrix deployment. These are the problems we’re brought in to solve.

Insecure Citrix deployments

Most financial environments we assess aren’t architected for high security. We harden them to enforce SOX and PCI compliance.

SOX & PCI compliance pressure

Protecting cardholder and financial data with audit-ready evidence that controls are architected in, not bolted on.

At-risk web applications

Legacy and exposed apps that need protection. We front-end them with Web Application Firewall using Citrix assets you already own.

Slow logins & poor experience

Long login times and clunky access frustrate employees and customers, and drive up support tickets.

Aging desk & branch hardware

Costly PC refreshes and heavy support burden at desk and call-center locations that Citrix can extend and reduce.

Connecting branch offices

Securely linking branches, employees, and customers with high availability and low administrative overhead.

Slow onboarding

Onboarding new employees and technologies too slowly, pulling IT away from higher-value projects.

High support ticket volume

Lean technical teams buried in tickets instead of focusing on innovation and new initiatives.

Multi-datacenter & cloud resilience

Delivering high availability across datacenters or cloud without compromising security or performance.

Financial success case

Leading innovation in operational efficiency and member experience

4th

Largest credit union in the U.S.

$25B

In assets

1.2M+

Members served

One of the largest credit unions in the United States is seeing positive results in employee and customer experience through faster login times, easier accessibility, and quicker onboarding. Their technical team runs more efficiently with fewer support tickets, faster onboarding of both employees and technologies, and the freedom to focus on new projects while service management is offloaded to LKMethod.

Request the Success Case

Environment review offer

Let us look at what is actually happening in your environment

A technical review for financial services IT leadership, run by engineers, not sales.

We assess the real configuration, not a questionnaire.

Most environments we review share the same history

Built in phases, not as one architecture
Designed around immediate needs
Managed reactively instead of operationally
Performance issues that are hard to isolate
Cost that climbs without explanation
Configuration drift across platforms
Increased risk from inconsistent controls

What we review

Citrix, AVD and M365 configurations
Architecture, performance and scaling design
FSLogix, identity and access controls
Licensing structure and cost drivers
Azure workload integration

What you get

Direct findings, no fluff
Clear issues identified
Specific recommendations
A realistic path forward

Request an Environment Review

Thirty minutes to scope it. No obligation, and the findings are yours to keep.

Strategic client technology partnerships

Increase application security and performance

We make it easier to manage and securely access applications and desktops, on the floor or in the call center, while enforcing the compliance standards financial institutions depend on.

Secure, high-performance access

Easier management and secure access to applications and desktops on the floor or in the call center. Citrix also extends the life and reduces the support burden of PC hardware at desk locations.

Architected for SOX & PCI

Vast expertise architecting Citrix to enforce SOX and PCI compliance. Over 75% of the financial organizations we enter don’t have a high-security Citrix deployment, and we fix that, adding Web Application Firewall to front-end at-risk apps using assets you already own.

Resilient branch & cloud architecture

Higher security, higher availability, lower cost, and lower administrative overhead across branch offices. Coupled with multi-datacenter or cloud integration, we deliver the most robust, secure, high-performing architecture available.

Built for regulated finance

Trusted in environments where compliance can’t slip

✓ SOX
✓ PCI DSS
✓ Zero Trust
✓ Citrix & NetScaler
✓ Web App Firewall
✓ Multi-datacenter & cloud

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Let’s secure and modernize your financial environment

Thirty minutes with a senior engineer who understands SOX, PCI, and the pace of financial services. No obligation.