Financial Services

TECHNOLOGY SOLUTIONS

Our Financial Solutions

Customer Data Platforms

Capture, analyze & transform billions of data points into profitable customer experiences. Personalize every interaction to make deeper connections with your customers.

FTC Safeguards

Healthcare organizations with over 500 customer records, that contain personal financial data, are required to be compliant. The rule, also known as, the Graham-Leach-Bailey Safeguards Rule, requires adherence to nine elements. Failure to comply can result in fines of up to $100,000 and criminal charges.

Ransomware Impact Analysis

A safe way to simulate a ransomware infection on your organization’s network. RIA will analyze factors, that can reduce your organization’s likelihood of being hit by ransomware, and ways to limit the damage if you are are affected. Services are billed monthly.

Physical Security As A Service

A fully managed, hybrid cloud, building security platform with AI based protection and monitoring. Includes AI cameras that provide facial recognition along with sensors and access devices.

Reputation Management

Research has shown, that a one-star reduction on web reviews can impact revenues by as much as 40%. Negative reviews will result in immediate contact, to resolve issues and improve reviews, to protect your revenue.

AI-Verified Penetration Testing

AI provides the certified ethical hacker with an update to known vulnerabilities globally, providing the most comprehensive risk analysis available today. Services billed monthly.

TECHNOLOGY SOLUTIONS

What We Do

At Technology Source, our strategic solutions start with solving your most challenging technology problems. But we don’t stop there. With over 20 years of experience solving problems for clients, we understand the needs of your business and can recommend little-known, carefully-curated services that deliver a massive impact on operational efficiencies, cost reductions and an improved customer experience.

Technology Source - 15 Point Provider Selection Criteria

Technology Source evaluates managed services providers, by considering following 15 selection criteria:

Meets Client's Technical Requirements
Meets Client's Solution Requirements
Installation Timeline Can Be Met
Budgetary Requirements Can Be Met
Footprint Needs Can Be Achieved
History Of Providing A Positive Implementation Experience
Scalable to meet future needs
Service Level Agreement Provided (SLA)
Flexible Terms (moves, changes and upgrades)
Mean-Time To Repair (MTR) Is Within Industry Standards
24/7 Access Available
Self-Serve Portal Access
Three Customer References Available
Positive Social Media Reviews
Offers Training and Installation

Testimonials

What Our Clients are Saying

“We've placed our trust in Technology Source for more than 18 years, and it has consistently proven to be an outstanding decision. Their unwavering commitment to our clients' businesses has been nothing short of remarkable.”

Lou Najera

“I have dealt with this company for many years. Their level of professionalism and follow through is outstanding. They enable access for their partners to many innovative business solutions and the Agent training on vital industry issues is well organized and effective.”

Wayne Grau

“Technology Source was a key partner in helping me to identify, plan and execute on a modern SD WAN connectivity solution for my company. I greatly appreciated their expertise and assistance in understanding the different options and technologies we could employ.”

Nate Prince