Secure, Compliant IT for Financial Institutions

Protect sensitive data, maintain uptime, strengthen cybersecurity, and support multi-site operations — backed by local Ohio-based engineers.

THE CORE IT CHALLENGE IN FINANCIAL SERVICES

Financial organizations face some of the most demanding IT environments due to:

  • Sensitive financial data 
  • Strict regulatory requirements 
  • Identity security 
  • Uptime expectations 
  • High-volume transactions 
  • Fraud and cybersecurity threats
  • Distributed teams 
  • Aging or fragmented systems

Common challenges include:

  • MFA & identity enforcement 
  • Email compromise & fraud attempts 
  • Slow banking/loan processing systems 
  • Compliance pressure (GLBA, SOC readiness, FINRA-aligned controls)
  • Legacy software needing stable networks 
  • Remote staff requiring secure access
  • Multi-site operational inconsistencies 
  • Backup & continuity demands
  • Document management & retention mandates 
  • Cyber threats targeting financial data

When systems fail, trust is lost — and trust is everything in finance.

How CTMS Supports Financial Organizations  

30+ years supporting Midwest financial institutions

Security-first architecture that protects client and financial data

Support for banking, lending, and insurance platforms

Identity and access control for all staff roles

Predictable network uptime for high-volume workflows

Local, Ohio-based engineers for fast response

Remote and hybrid staff support

Email security, fraud prevention, MFA enforcement

Multi-site standardization & centralized visibility

Cloud compliance & governance

Financial IT Solutions 

Managed IT Services

Cybersecurity

Network Management & Infrastructure

Backup & Business Continuity

Cloud & Microsoft 365 Management

vCIO / Technology Roadmapping

Partner Solutions

WHY FINANCIAL INSTITUTIONS TRUST CTMS

  • Reliable uptime for core financial systems 
  • Advanced security for client and transaction data 
  • Proven experience supporting loan processing, underwriting, and banking workflows 
  • Identity controls for every employee and department 
  • Local Ohio-based engineers — no outsourcing 
  • Compliance-ready systems aligned with GLBA, SOC principles, and internal audit needs 
  • Multi-branch standardization 
  • Secure remote access for loan officers, underwriters, and back-office staff 
  • Trusted by financial organizations across the Midwest since 1993

Secure Your Institution. Protect Your Clients. Strengthen Operations.

In Finance, Trust Is Everything — and Trust Depends on Secure Technology

Banks, credit unions, lending offices, insurance groups, and financial organizations operate in environments where:

  • Security must be airtight
  • Uptime must be constant
  • Identity controls must be precise
  • Compliance must be maintained
  • Financial data must never be compromised
  • Communication must be protected
  • Customer trust must never be put at risk

When IT slows down or fails:

  • Transactions back up
  • Loan processing halts
  • Staff lose access
  • Customer frustration rises
  • Fraud risk increases
  • Compliance violations occur
  • Reputations suffer

CTMS delivers secure, compliant, high-performance IT built specifically for financial environments.

For more than 30 years, we’ve supported financial institutions across the Midwest with technology that protects data, strengthens operations, and supports regulatory compliance.

Core Financial Pain Points CTMS Solves

Identity & Access Control

MFA enforcement, privilege management, and department-based access.

Secure Remote Access

For loan officers, underwriters, auditors, and branch teams.

Core System Stability

Reliable networks for platforms such as:

  • Encompass
  • MeridianLink
  • Fiserv
  • Jack Henry
  • Symitar
  • Loan origination and underwriting systems

Email Security & Fraud Prevention

Protection against BEC, phishing, and impersonation attacks.

Compliance Alignment

Support for GLBA, SOC-aligned controls, data retention policies, and secure documentation.

Multi-Branch Operations

Standardized systems across all locations for consistent performance.

Backup & Continuity

Restore critical operations instantly — even during outages.

Financial IT Solutions From CTMS

Financial organizations rely on CTMS for:

  • Managed IT Services
  • Cybersecurity
  • Network Management
  • Cloud Solutions
  • Backup & Continuity
  • • vCIO Strategy
  • Partner Solutions

Explore all CTMS IT Solutions

Why Midwest Financial Organizations Partner With CTMS

Local, Ohio-based support teams

Security-first design across every system

Expertise supporting financial platforms and workflows

Zero-downtime modernization

Predictable performance for mission-critical tools

More than 30 years supporting financial institutions

Even when disaster strikes, our Backup & Business Continuity Services keep your data protected and your operations running.

“CTMS gives us the confidence that our systems — and our client data — are protected every hour of every day.”

Operations Director, Midwest Lending Institution

Explore These CTMS IT Solutions:

Cybersecurity | Backup & Continuity | Managed IT | Microsoft 365 and Cloud

Protect Your Clients. Protect Your Institution. Protect Your Reputation.