IT for Financial Services
Technology solutions built to protect customer data, streamline operations, and meet financial industry standards.
IT Services That Builds Trust and Delivers Stability
From banks and credit unions to brokerages and insurance agencies, financial services organizations rely on technology that’s fast, secure, and always available. At CoopSys, we help you protect sensitive data, meet complex compliance requirements, and support both in-person and digital customer experiences—without disruption.
Our team brings deep experience in the financial space and partners with you to strengthen your infrastructure, reduce risk, and keep your organization running with confidence.
A Partner That Understands Your Financial Landscape
CoopSys works with your team to understand your systems and compliance needs. Using our Technology Optimization Roadmap (TOR), we create scalable IT strategies—backed by hands-on support to keep everything secure and aligned as you grow.
Financial Software & Platform Expertise
Has experience and knowledge in core processor systems including FiServ, Symitar, Synergent, CU*Answers, FLEX, Finastra, and more.
Has experience and knowledge in agency management software systems, including Applied Epic, QQCatalyst, AMS360, Jenesis, InsuredMine, Applied TAM, AgencySmart, Tableau, A.D. Banker, Confluence, Metabase, and more.
Compliance & Risk Mitigation
Helps you comply with FINRA, NCUA, FDIC, Gramm-Leach-Bliley Act (GLBA), Massachusetts 201 CMR 17, Connecticut’s Cybersecurity Standards Act, and NY SHIELD Act regulatory compliance requirements.
Can guide you through the process of implementing a Sheltered Harbor Resiliency Plan for Data Vaulting.
Offers you the latest cybersecurity advancements to reduce your risk.
Infrastructure & Ongoing Support
Can develop a reliable business continuity plan to protect your business against adverse events.
Delivers 24 x 7 rapid response helpdesk support to ensure maximum work productivity.
Can provide you with a secure, reliable, tailored cloud and private data center (private cloud) solution.
Can implement and maintain a dependable wired/wireless infrastructure for maximum performance.
Furnishes engineering services to customize your IT solutions using cost effective and robust technologies.
Is the single contact that manages all your IT vendors.
Complete Managed IT Solutions Coverage with Noah
With CoopSys' NOAH (Network Observation and Health) platform, your financial institution gains always-on access to modern, fully managed IT—engineered to reduce risk, improve uptime, and support compliance.
From cybersecurity and data protection to business continuity and system optimization, NOAH helps ensure your technology is secure, current, and ready to support long-term growth.
LET’S BUILD IT THAT WORKS FOR YOU
Your business needs future-ready IT that reduces risk and boosts productivity.
LET’S BUILD IT THAT WORKS FOR YOU
Your business needs future-ready IT that reduces risk and boosts productivity.
Co-Managed Security
for financial services
Financial institutions face constant pressure from regulations and evolving cyber threats. CoopSys Co-Managed Security provides your internal IT team with the strategic support and advanced tools needed to reduce risk, streamline audits, and protect sensitive data. You stay focused on your clients, and we ensure your systems remain secure and compliant at every step.