Financial Services

We Didn’t Set Out to Build an IT Company for Financial Services. We Set Out to Fix a Broken One.

Financial services IT in Arizona has been built on the wrong incentives, and we’ve seen it from the inside. After 20 years working inside organizations, we saw an industry-wide pattern: financial firms getting ghosted by IT providers during critical moments. Client data compromised through negligence. Advisors blamed for security problems they didn’t cause.

What “Never Leaving You Alone” Looks Like in Financial Services

Our mission is simple: never leave a client feeling alone with their technology challenges. For financial firms, that means:

Sub-1-Hour Response — Always: When systems go down during market hours, every minute costs money and trust. We respond in minutes, not days. And we back it with financial accountability — because words without consequences aren’t commitments, they’re just words.

Security That Satisfies Regulators: SEC cybersecurity requirements. State regulations. Client due diligence questionnaires that get longer every year. We handle the complexity so you can focus on managing wealth, not managing IT compliance.

The $15,000 Ransomware Recovery Promise: Financial services firms are high-value targets. If ransomware gets through our defenses, we don’t point fingers or make excuses. We pay up to $15,000 toward your recovery. That’s accountability with teeth.

90-Day Money-Back Guarantee: You’ve probably been burned before by IT providers who overpromised. We put our money where our mouth is. If we’re not the right fit, you get your money back.

Proactive Protection for Client Trust

Your clients trust you with their financial futures. That trust is your most valuable asset — and it can be destroyed in a single breach.

Most IT providers wait for something to break. CTS believes in proactivity — preventing problems before they reach your desk:

• 24/7 security monitoring watching for threats around the clock
• Vulnerability assessments that find weaknesses before attackers do
• Encryption and access controls protecting client data at every layer
• Compliance documentation ready for audits and examinations
• Tested disaster recovery because you need to know it works before you need it

A Partner in Your Success, Not Just a Vendor

Collaboration means we understand your business — your custodian integrations, your CRM, your portfolio management software. We speak your language because we’ve taken the time to learn it.

We tell you the truth, even when it’s hard to hear. If a shiny new tool won’t actually help your firm, we’ll say so. If you’re heading toward a compliance gap, we’ll warn you. That’s integrity.

Why Arizona Financial Firms Trust CTS

We weren’t built to be the biggest MSP in Arizona. We were built to be the most trusted — the partner that financial firms with 10-80 employees can count on.

17 Written Guarantees: Contractual commitments, not marketing promises.

Local Presence: Gilbert-based, serving the Valley. Your neighbor, not a distant vendor.

Earned Trust: One kept promise at a time.

Your clients trust you with their wealth. You can trust us with your technology.

In practice, CTS delivers that protection through three core service engagements: Managed Cybersecurity for GLBA and FTC Safeguards compliance, Data Backup and Disaster Recovery for the recovery commitments your clients depend on, and Email Protection for the wire-fraud and BEC attempts that target money-handling firms.