Tailored IT Support for the Financial Industry

At Office Automation Technologies (OATI) we specialize as a full-service technology partner for the financial industry. We understand that your firm relies on seamless technology to manage sensitive data, ensure compliance, and serve clients efficiently. Evolving regulations and cyber threats are constant challenges. It’s crucial to have a partner who truly comprehends your unique workflows and industry-specific software (like CRM, accounting platforms, and trading systems). They must also understand the demands of secure in-office, remote, or hybrid teams. We ensure accessibility, data security, and consistent access to applications, allowing you to focus on managing assets and advising clients.

OATI brings you comprehensive solutions such as:

Superior Performance & Software Integration:

Your equipment and applications will run the way they’re supposed to and work together harmoniously, whether that’s in-office or on-site. We source, configure, and implement the fastest hardware – from workstations and server builds to laptops and more – to seamlessly run your critical financial, accounting, trading, and client management software. We also manage all aspects of software licensing for your team, ensuring proper access and regulatory compliance, contributing to improved workflows, efficient record keeping, and secure client communication.

Maximized Uptime & Business Continuity

Our proactive network monitoring and regular preventative maintenance ensure continuous uptime for your operations. This allows us to detect and mitigate risks before they have a chance to impact your business. We provide not just rapid issue resolution, but also foundational stability and reliable connectivity essential for all your client and team communications, actively working to prevent disruptions and ensure your business continuity.

Rapid Responses & Exceptional Client Service

If an issue arises, we determine quickly if it can be resolved remotely or if an onsite visit is necessary. No matter the time or situation, our dependable support staff is available 24/7 to resolve IT issues and keep your business running without disruption.

Strategic Cloud Integration

We tailor cloud integration to your firm’s unique operational needs. Our flexible solutions, from full cloud transitions to hybrid setups, enhance speed, accessibility, and security. This enables secure, on-demand access to your client data, financial applications, and critical records from any location, reducing on-premise equipment costs and maintenance.

Device & Data Security

We establish a secure network environment with advanced threat protection, including anti-virus and anti-malware solutions. Our team implements and monitors secure gateways, protecting your vital data between the office, remote workers, field teams, and the cloud from loss, theft, and unauthorized access. We also provide continuous monitoring and management of critical systems to ensure ongoing compliance. Additionally, we assist you in meeting evolving regulatory requirements (FINRA, SEC, HIPAA) and cybersecurity insurance mandates, helping to maintain your firm’s protection and client trust in a constantly changing threat landscape.

File Management & Cloud Collaboration – Built for Financial Firms

At OATI, we ensure secure and effective file management and collaboration for your team, regardless of client record type or size. This empowers all team members—whether in-office, remote, hybrid, or in the field—with secure, easy file sharing capabilities. We understand the unique demands of handling sensitive client financial data, transactional records, and compliance documentation. That’s why we provide tools for centralized access and real-time collaboration, enabling your entire team to work efficiently with any record, from any location.