IT Support For Financial Services

A no nonsense better approach to Financial Services IT Support.
Putting clients first – Round the clock responsive Financial Services IT Support Services and helpdesk to guide your firm to success.

Google Rating

4.9

Based on 31 reviews

Level Up MSP - IT Support & Managed IT Services in San Jose

4.9

review us on See all reviews

Dawn O'Neal

1741753228

In 2012 Jimmy Tran of LevelUp MSP took over the maintenance of my computers, including protecting my data with the latest security measures and backing it up in case of any hardware malfunctions. Over the years, they consistently install necessary updates, monitor computer processing, and essentially keep me running without any issues.
Living in another state now has not been a problem as Jimmy and his staff are always there remotely to support me and answer all my questions as they handle all problems as quickly and efficiently as possible.
When it is time to update my equipment, they are there to help and advise on the best requirements for my business. They also provided support for a local technician when the need arose.
I rely on Jimmy and his staff to provide me with the best alternatives and recommendations as he stays on top of the technology so I don’t have to worry about it. One cannot find a better, more conscientious tech support than Jimmy Tran and all his excellent tech helpers at LevelUp MSP.
In my Real Estate profession, client confidentiality and audit controls are critical, so I would not trust my computer care to anyone else. - UPDATE 2025 - The Team saved me again today by resurrecting a critical tax file that had been written over. Again a HUGE Thank You! Dawn

Jose Badillo

1740093260

The best IT company out there! So fast and efficient when it comes to keeping my business safe!

Lamonte LeGuie

1738485336

Ivana Gery

1738089167

We have tried couple different IT companies before and found significant improvements once we switched to LevelUp.
We went from considering in house IT rep to not needing one. Response time is super fast and they manage our security, software updates, accounts, equipment inventory and set up extremely well.

Cassie

1731008918

Choosing an off-site IT company is never an easy task but we are so thankful that we went with LevelUp. Whenever we need immediate assistance, we get it right away. Response time is fast and everyone we've dealt with are experienced professionals and very helpful. They keep us posted when issues arise and take care of any problems we are experiencing immediately. Highly recommend this company.

Tiffany LaCrosse

1729910110

Great to work with! I've reached out several times this month with minor to major IT requests. Every interaction has been handled quickly and professionally. Excellent communication and follow-up! Thank you Jack, Jeff and Jimmy!

Matthew Bailey

1714693002

We've had an excellent experience with the LevelUp team. They're super helpful and responsive. This lets us focus on driving business rather than solving IT issues. Their team has been amazing and I feel like we get a ton of value out of our engagement. Would recommend

Gabriel Padva

1714523527

Fantastic OT company to work with. They always respond quickly and are super knowledgeable. Also get me great deals on new equipment.

Allen K

1714506857

I really appreciate the response times and breadth of services that cover our entire tech stack. As a small business with international reach, Jimmy and the Levelup MSP team help give us the competitive edge for us to punch above our weight.

Jordan Domanico

1708743470

Jimmy and the team did a great job getting our whole office setup in a few days on the cheap. Now when we have questions or need help with our network or IT issues their team is able to get to us a solution within 10-15min usually

Daniel Montes

1708722916

Jimmy and team have done a great job of taking care of us as a client. They've been very proactive in communication and have always been available to me help me when I have questions.

Prashant Kalidindi

1708717979

Go to company for your IT Services and Support!!

Ahmad Mohazab

1697245786

Jimmy Tran and his staff have begun taking us through a terribly difficult transition, where passwords were missing, instructions were spotty, and the person who set up our system was unavailable for comment or consultation. We have 2 offices and two homes that are connected and intertwined and all of our staff work partially remote as well. I am sure they are groaning at what they took on, but they have been nothing but knowledgeable, friendly, and cordial in our interactions, and have really resolved most everything in this short month or two. I commend Level Up to anyone who has an IT system - before problems arise. Let them deliver you a good, simple workable solution, so you can do what you do best the simplest way. I'm available for any reference.

Eric Maas

1695134032

The team at Level Up has a strong client centric approach to solving your problems. They take care and time to deliver what your company needs. Sometimes a company needs a person who quickly responds to service requests, and sometime the needs are more in depth. Either way your trusted partner in IT should be Level Up.

N N

1690398655

We have been working with Level Up MSP for over 10 years now and we have been very happy with the service. As a small business, we rely entirely on Level Up MSP for our IT needs since we do not have a dedicated IT department. Over these past years, I can't think of a single time when we ran into an IT or computer-related issue that Level Up wasn't able to help. You can't go wrong with partnering with Level Up.

Valerie Rechenmacher

1681153437

Level Up has been wonderful to work with! Jimmy and his team are on top of our IT needs and keep our computers running at optimal performance at all times. The team is highly professional, responsive and fun to work with!

Jeannine Lapuyade

1675964836

Level up has truly changed our business and we consider them an extension of our practice. We recently did a full office remodel and they handled everything. They worked closely with our architect, contractor and Henry Schein to ensure everything was taken care of.

We cannot recommend Level Up enough! We are able to focus on dentistry and not the headaches of IT issues.

sheena phan

1675896531

The team at Level Up have supported my practice since 2016. They are always professional, attentive and reliable. They help maintain/update my network and always come up with solutions to keep my office running smoothly. Highly recommend them.

Robert Shibata

1675797343

We have been working with Level Up MSP for 5 years. They are the 4th outsource IT company that we have worked with in the last 12 years and by far the best. We have been very pleased with their “Level Up” all inclusive IT service.

Mt Eden Floral Co is a 117 year old family business with several locations and about 50 employees. Because of our history, we take the long view when it comes to professional partners. We look for reliability, technical competence, good service and a fair price. I give Level Up an “A” in all areas.

The support team is friendly, responsive, technically skilled, and very reliable. And since their program maintains all our IT, software, and technical relationships for a flat monthly rate, we can focus on our own business. The bottom line is that we worry less about IT issues than ever before with less downtime to our system. Our users are happy and I am happy.

Here are some things that set Level Up apart from the three other IT providers we’ve had:

• Level Up always does what they say they will do. They never over promise.
• They are service and data driven in their approach to solving problems.
• They never give up until the problem is solved.
• Their approach to IT issues is to solve problems rather than rack up “billable hours”.

As the complex IT world evolves, Level Up has guided the evolution of our IT infrastructure as well. They work closely with our ERP and web development vendors. If they come across something technically unfamiliar, they learn about it then take care of the issue.

Level Up actually executes as well or better than their marketing materials claim. There aren't many companies that can make that statement. I give Jimmy Tran and his company, Level Up MSP, my highest recommendation for any small or mid-sized business looking for third party IT service. If you choose Level Up it will be one of the best decisions you've made in a long time.

Rob Shibata
President
Mt Eden Floral Co

Justin Humphreys

1675704512

I love Level Up. They are an essential part of our team. Top-notch customer service!

Matt Smith

1675554953

Since we joined Level Up MSP’s ongoing support client base, I can tell you that I sleep a lot better at night. Before Level Up, our IT ran in a reactive mode characterized by costly downtime and expensive repairs. Jimmy’s program has put us in a proactive mode that finds and fixes potential problems before they can impact our business. And that’s where we want to be! Their response time is great and we normally get a call shortly after we submit a support ticket. I truly believe that Jimmy Tran and team are doing right by us and I trust their direction. I would not hesitate to recommend Level Up MSP to any other business.

Jorge Morales

1675526951

We have been working with Level up for more than 11 years. Jimmy and his team are not only professional , knowledgeable and up to date with all tech ,but they always are happy and able to help. When our office thinks about Level up we don't see them as our IT people at all, We see them as part of our team!!!!!

Ted Yoshida

1675485628

Jimmy and his team at Level Up MSP are exceptional! They go above and beyond.
We have been with Level Up from the beginning. They handle an array of areas for us, from IT Support, to all of our server and remote desktop needs, to email and making sure everything is backed up.
When issues do arise, which is inevitable in any business, where Level Up stands out from the rest is their response time. A quick email to their helpdesk and they respond momentarily, somehow they're always available! I would highly recommend Level Up if you're looking for anything IT support related.

Rhonda Richards

1675480253

Hire them-you will be glad you did! I have been using Jimmy and his Team since 2017. He understands 'service' and will be thorough in understanding your needs. They wired the office and custom tailored IT to my needs as a small business. I sleep at night knowing they are watching over my IT system, always staying current on the latest tech, installing updates, checking in with me periodically for appropriate new solutions in the ever changing IT industry--so I may focus on my company and not IT matters. They will have my system up and running in hours if calamity were to hit. My staff appreciates their 'click here' button for support questions, no matter how large or small; typically receiving a response in moments, or within the hour from their kind patient knowledgeable team. Outsourcing IT is a game changer!!!

Charlie Fleskes

1675383499

I had a very positive experience with Level Up MSP. I called with a printer issue and even though they aren't focused on printer repair customers, he walked me through some basic procedures I can do myself. If that doesn't work he reviewed the cost of repair vs replace financial scenario. He was very helpful and spent some time with me rather than just brush me off.

Jane Ricci

1675272677

Prompt response for computer service! Resolve most issues same within hour(s) and usually same day. Big win for our small company that counts on great customer service.

noodle house

1657599406

Jimmy is exceptionally professional and reliable. Even though we’re on the other side of the state, he still manages to get the job done and get us back on track. Thank you for your excellence service! Highly recommended!

Roy August Lagemann

1656715151

I have been working with Level Up MSP in my dental office since January 2020. Jimmy and the team helped me create, set up, and maintain a secure network in my medium sized dental office with around 15 work stations, a VOIP phone system, and various dental and non-dental specific hardware. They provide exceptional, unquestioning 24/7 customer service and have helped me make my way through complicated software conversions, hardware integration, and day to day network and computer problems. They give logical and clear answers to my questions, and are willing to think outside the box to solve seemingly impossible problems. No matter how big or small the problem is, the team always has my back at a moment’s notice. At this point they have become an essential member of my team. If you are looking for an all in one IT solution with excellent customer service and great results, look no further!

Hariprasad V

1610767527

Prathik Rao

1487193586

Zuri Kiedrowski

1388801963

IT Services Is Revolutionizing the Financial Services Industry

Technology is unavoidable for any business operating in this modern world. Companies thrive on digital transmission of data through the means of technologically revolutionized tools and infrastructure. Similarly, your financial company is at stake if you fall behind in efficiently incorporating tech into your business. You need a solid IT foundation to scale up and supercharge your financial services, serving consumers with effortless processes and operations.

In this article, let us learn more about how technology and managed IT services can level up your financial services business!

Digital Transformation Is Inevitable For Financial Services Companies

Financial institutions that embrace technology gain a competitive edge. They can offer customers faster, more convenient services and stay relevant in an industry constantly evolving with new technologies. If your company is leveraging technology, you can stay caught up. Here is a detailed breakdown of these critical technology requirements:

Data Security and Privacy

Financial firms must invest in robust cybersecurity measures to protect sensitive customer data and financial transactions. Continuous monitoring and threat intelligence keep financial companies updated on emerging cybersecurity threats. Privacy impact assessments (PIAs) help identify and mitigate privacy risks. These measures collectively safeguard sensitive financial data centers.

Compliant System

Compliant systems are indispensable for financial institutions operating in a heavily regulated landscape. To legally conduct business in the United States, the financial services sector must adhere to numerous government regulations, including those established by organizations like FINRA and the SEC. They are strategic assets that enable financial companies to navigate the complex regulatory environment, enhance customer trust, and safeguard their reputation.

Cloud Technology and IT Infrastructure

Cloud computing offers scalability, flexibility, and cost-efficiency. Financial companies use cloud infrastructure for data storage, disaster recovery, and hosting applications. Ensuring 24/7 availability of systems is crucial, so redundancy and failover mechanisms are often implemented. Cloud solutions also facilitate the rapid deployment of new services and applications, enabling financial companies to adapt swiftly to changing market conditions and customer demands.

Employee Training and Awareness

In an industry where the data center is at stake, the ability of employees to safeguard information and adhere to compliance requirements is paramount. Employee training and awareness programs contribute significantly to maintaining data protection and integrity, reducing risks, and upholding the trust of clients and stakeholders.

What Technology Is Used In the Finance Industry?

The finance industry relies on various technologies to facilitate operations and enhance efficiency to provide innovative financial services. There may be many custom on-demand tech usage, but most of the mainstream ones are listed below:

Cybersecurity Solutions

Financial companies invest heavily in cybersecurity technologies to protect customer data and financial transactions from cyber attacks.

Cloud Computing

Cloud services provide scalability, flexibility, and cost-efficiency. Financial firms use the cloud for data storage, disaster recovery, and hosting applications.

Data Security and Encryption

Technologies like encryption and tokenization protect sensitive financial data during storage and transmission.

Regulatory Reporting Software

These solutions automate the preparation and submission of regulatory reports required by financial authorities.

LevelUp MSP Is The Technological Evolution of your Existing Technology Solutions

In the dynamic world of finance, staying ahead of the competition and safeguarding sensitive financial data is the evolution of financial services firms. Managed IT services tailored for insurance companies have become the cornerstone of success. Our comprehensive suite of Managed IT Services is designed to empower financial organizations to thrive in the digital age while ensuring regulatory compliance and data security.

Enhance Risk Protection

Our comprehensive cybersecurity measures go beyond standard antivirus software. We employ real-time intrusion detection systems and threat intelligence to proactively detect and neutralize threats before they impact your operations – easy, high performance!

Continuous monitoring ensures that any potential vulnerabilities or unusual activities are swiftly addressed. In the event of a security breach, our incident response team is ready to take immediate action to contain and mitigate the impact, minimizing disruptions to your business.

Stay Compliant

Navigating the intricate web of financial regulations can be daunting. However, outsourcing will decrease your workload. We deeply understand industry-specific compliance requirements, including GDPR, GLBA, and HIPAA, to ensure your institution’s practices align entirely.

Our regular audits proactively identify and address potential issues, keeping you ahead of regulatory changes and possible fines. We have state-of-the-art data encryption and access controls to protect and streamline investment firms’ business processes.

Business Continuity

Robust disaster recovery plans ensure that your financial institution can continue operating seamlessly with an ecosystem that sees no face of unexpected disruptions. We implement secure data backup solutions, enabling you to recover critical data swiftly in case of data loss or system failures, minimizing downtime – elevate your customer experience with the right technology!

Modernize IT Operations

We empower you with the latest automation, artificial intelligence, and hybrid cloud computing technologies. This transforms how you manage transactions, analyze data, and provide services to your clients. Our solutions are designed to scale with your business. We help you in modernization – transition from traditional manual processes to digital, automated operations, reducing human error and increasing efficiency.

Improve IT Efficiency

Our IT experts identify and eliminate bottlenecks and inefficiencies in your IT processes, allowing your team to focus on strategic initiatives rather than mundane tasks. We ensure that your IT resources are allocated optimally, contributing to making your business decisions more cost-effective.

Our Top-Rated Managed IT Services For The Financial Services Industry

In today’s dynamic financial landscape, ensuring the seamless operation of your IT infrastructure is non-negotiable. At LevelUp MSP, we offer a comprehensive suite of Managed IT Services explicitly tailored for finance companies. Optimize your business operations for overall increased efficiency with these indispensables:

24/7 Help Desk

Our dedicated team of IT professionals is available round-the-clock to assist your employees. Whether it is a technical question, software issue, or hardware problem, we are just a call or click away. Rest assured that your staff will receive swift and expert assistance whenever needed. We work diligently to get your systems back up and running quickly.

Centralized IT Services

We ensure all your branches and locations operate on the same IT standards and protocols. With this consistency, you reduce operational discrepancies and provide a unified client experience. You can even monitor your entire IT environment from a single vantage point – enhance your uptime with us!

Vendor Liaison Services

Managing relationships with technology vendors is always a complex and time-consuming task. We establish strategic partnerships with technology vendors on your behalf. These partnerships enable us to negotiate favorable terms, access early releases and updates, and provide you with the latest technologies to stay competitive.

Email Security Solutions

With the increasing sophistication of cyber threats, safeguarding your email communications is paramount. We employ cutting-edge threat detection mechanisms to identify and block phishing emails, malware, ransomware, and other cyber threats before they reach your inbox. Moreover, our email encryption protocols keep your communications confidential, private, and secure.

Expert IT Consulting

We aim to provide financial institutions with strategic guidance, technology assessments, and expert recommendations to optimize IT operations. We create a technology roadmap that outlines a clear path for implementing new solutions and upgrading existing ones. Let us evaluate your company’s performance, security, and scalability to identify improvement areas.

Google Workspace & Microsoft 365 Migrations

Migrating to cloud-based platforms like Google Workspace and Microsoft 365 is a strategic move to revolutionize fintech operations. We handle the migration of your emails, documents, calendars, and contacts with meticulous care. Our experts configure the chosen platform to meet the specific needs of your financial institution.

SIEM Solutions

React to threats and potential phishing traffic proactively using user and entity behavior analytics (UEBA) and response integrations to adhere to compliance requirements. We make resolving threats look easy in any environment with our top-notch managed IT services and SIEM solutions.

Experience the Future of Your Finance Services with LevelUp MSP

At LevelUp MSP, we are committed to transforming your financial institution’s IT operations, enhancing security, ensuring compliance, and driving innovation. With our comprehensive suite of Managed IT Services, IT Consulting, and specialized solutions, we are your go-to outsource for all your IT needs.

Let us embark on a journey to elevate your finance company’s technology to new heights. With us, you are getting not just IT services but a trusted partner dedicated to your success in the dynamic world of finance.

Why choose us?

Our value proposition comes down to two words: “We care.” We care about your success and relieving your worries and concerns when it comes to your computers and networks. Furthermore:

We have the processes in place to make sure that your IT infrastructure is constantly being reviewed and maintained with evolving technologies and tools. And our processes work, with a proven track record of success.
We oversee all aspects of IT for you so you don’t have worry about a thing.
We can liaison with your vendors because we have the technical expertise to ask them the right questions and extract the right answers.
We do whatever’s necessary to ensure your complete and on going satisfaction, because we care.

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