Hexalinks for Financial Services

Secure, Compliant, Client-Focused IT Solutions

  • Why Financial Services Choose Hexalinks

    Ensure Regulatory Compliance: Meet FINRA, SOX, and PCI-DSS standards with Azure’s Zero-Trust cybersecurity, including encryption and audit trails.

    Strengthen Client Relationships: Personalize advisory services with Dynamics 365 CRM and Power BI for portfolio analytics.

    Streamline Operations: Automate back-office tasks with Microsoft 365 and Power Automate, reducing manual effort and costs.

    Work Anywhere: Enable secure collaboration for advisors and clients with Teams, OneDrive, and Surface Pro/Tablets.

    Save Costs: Cut licensing and hardware expenses with tailored solutions.

  • Core Financial Services Solutions

    Client Management
    Tools: Dynamics 365, Power Apps
    Benefit: Customized client tracking and advice

    Data Security
    Tools: Azure, Defender, Zero-Trust
    Benefit: Secure data meeting FINRA/SOX rules

    Collaboration
    Tools: Microsoft 365, Teams, SharePoint
    Benefit: Safe communication for advisors and remote staff

    Analytics
    Tools: Power BI, Azure AI
    Benefit: Up-to-date portfolio and compliance insights

    Hardware
    Tools: Surface Pro/Tablets, IT Lifecycle Management
    Benefit: Secure, portable devices for client meetings

FAQs

How do you ensure compliance with financial regulations?
We implement Azure’s Zero-Trust framework with encryption, multi-factor authentication, and audit logging to meet FINRA, SOX, and PCI-DSS standards.

Can you integrate with our existing CRM?
Yes. We integrate Dynamics 365 or Microsoft 365 with platforms like Salesforce or HubSpot, or provide full migrations for efficiency.

How quickly can we deploy your solutions?
Basic setups, like Microsoft 365 or Surface devices, deploy in <48 hours. Full implementations (e.g., Dynamics 365) take 2–6 weeks, based on complexity.

What if we already use Microsoft 365?
We optimize your setup, enhance security, and integrate tools like Power BI to streamline operations and eliminate redundant platforms.

Are Surface devices suitable for financial advisors?
Yes. Surface Pro and Tablets are secure, optimized for Microsoft 365, and ideal for mobile client meetings and advisory tasks.

Can you support small financial firms?
Absolutely. Our solutions scale for boutique firms to large institutions, with tailored pricing to fit your budget.