Understanding the technology requirements for financial industry compliance is becoming a larger part of your everyday job. We specialize in assessing your current network (internal and external) to determine where the digital 'holes' are, and then make appropriate changes to ensure your data is secure. We work with your key staff members to create a written road map and then provide quarterly digital audits to make sure your employees are staying on the right path to minimize any exposure to liability.
"Accelera IT Solutions manages our point-of-sale systems that require PCI credit card compliance. They complete the updates and auditing and assist us with going through our quarterly and annual PCI compliance documents. They also maintain our manager computers, routers and corporate office servers to make sure all data going between restaurants and the corporate office is secure."
– Ron Paradis, CFO, Streets of New York
How often should you be backing up your patient and office data? It's a great question with several options, including how much data you have and how long you can go . . .
Our 3-step plan for advancing your growth :
Anywhere access to your client data
One of the advantages of digital documents is anywhere/anytime access. Financial businesses generate a lot of paperwork. We'll design a workflow for you using digital scanners, a local secure storage server and/or secure online folders that allow for permission-based access to any document at your office. Real-time access to documents will help you serve more clients efficiently and professionally. You'll never have to worry about leaving a key file at the office when you're presenting a quote or finalizing a deal.
Managing access to client data by your staff
One of the greatest liabilities for any financial/mortgage firm is unapproved access to client data by a staff member who doesn't have permission. We'll develop and implement a digital audit system that tracks the flow of documents throughout your office. You'll be able to assign digital client files and folders to specific employees and interns without concern for unapproved access. You'll be able to better collaborate by instituting a 'check-in and check-out' process for all documents to catch problems before they jeopardize a deal.
Setting up an acceptable use policy
Your industry has a wide range of staff: partners, managers, part time, full time, experienced, interns, etc. Setting up a strong 'acceptable use' policy for your technology will help to ensure minimal problems with compliance and downtime. All employees need to understand and adhere to your computer and software usage policy to protect client and company data. We'll work with your key staff members to develop your policy and then provide quarterly audit reports to ensure that all staff are using technology correctly and protecting against potential liability.