IT services for banking and finance

Are increased competition, rising customer expectations for online services, and the persistent threat of online attacks overwhelming your technology infrastructure? Is day-to-day admin delaying your IT team’s ability to plan and implement your digital transformation? We’re here to lighten the load.

IT services and support for banking and finance Milwaukee Wisconsin

Providing trusted enterprise IT solutions and services

At Source One Technology, we understand that it’s not always a lack of ‘new’ technology that causes the biggest frustrations. Very often, it’s insufficient time, unreliable performance from existing infrastructure, and outside ‘experts’ who are no help at all.

So whether you’re looking for assistance to lighten your workload during busy periods, or subject matter experts to help propel your IT forward, we can help – without requiring monthly service fees or managed IT service contracts.

A different model

We believe in partnership without salesmanship. You won’t find salespeople on our team, only experienced network engineers who you can work with and call directly.

Extensive experience

A trusted partner of growing businesses across the region, we work with owners and IT teams looking to leverage innovative technology and find flexible ways of working to get ahead of their competitors.


Finding the right solution isn’t about making sacrifices on service or quality. We have access to a full portfolio of technology, so you’ll get a solution that’s both ‘fit for purpose’ and value for money.

Proven track record

All of our engineers have 10+ years of experience, so you can count on us to create the best and most cost-effective solutions to manage and improve your technology infrastructure.

When it comes to meeting your IT needs, we’re just wired differently.

Get the right solution for your business’s needs

We can offer personalized banking and finance technology services in the following key areas:

Business management

Business accounting software
Quickbooks, Peachtree.

Virtual CIO
Helping you create and implement the right IT strategy for your organization.

Communication and collaboration

Business email
Office 365 and Google Workspace solutions.

Cybersecurity and business continuity

Data backup
Providing local, offsite and hybrid business continuity and disaster recovery solutions for servers and SaaS.

Disaster recovery planning
Helping you take back control in the event of a disruptive event with a clear, actionable plan.

Endpoint security
Installing, configuring, and maintaining endpoint protection to keep your devices out of harm’s way.

Incident response
Addressing and managing the aftermath of a security breach or cyberattack.

IT assessments
Offering vulnerability management, penetration testing, risk assessment, security awareness training and compliance consulting services.

Security awareness training
Protecting your staff and organization from malicious behavior using reputable programs from KnowBe4 and Proofpoint.

Desktop support services

Apple support
Installing, configuring, and optimizing macOS and iOS devices, and MacPractice software.

PC and printer support
Managing the entire desktop lifecycle from procurement, deployment and support through to disposal.

Digital transformation and cloud migration

Migrate services to Azure and AWS
Microsoft Azure and Amazon AWS public/hybrid cloud solutions.

Remote access/work from home
Site-to-Site VPNs, PPTP/IPSec VPNS, SSL VPNs, Terminal Services.

IT infrastructure services

Firewall and network security
Protecting your organization from risks and vulnerabilities. Cisco, Sonicwall, Watchguard, Fortigate, Untangle, and other UTM solutions.

IT performance monitoring
Making sure your environment is healthy and performing as expected.

Networking support
Providing the switching and routing backbone and highway for your devices. HPE, Aruba, Cisco, Juniper, 3COM, Netgear.

Server administration
Windows 2012, 2016, 2019, 2022, Linux and Mac.

Storage and SANs
Design, build and manage your storage infrastructure across different vendor platforms – HPE, Dell, Synology, QNAP and others.

VMware vSphere, Microsoft Hyper-V virtualization solutions.

Because of our exceptional depth and breadth of experience providing hardware, software and services, we aren’t locked into a particular approach.  You get the right solution for your needs because we’re vendor agnostic!

As a new client, working with Source One Technology has been outstanding. They are professional, responsive, and flexible. Jesse is a straightforward, down to earth business owner. He is very selective of the engineers he employs – and it shows with the top-notch talent he has assembled.We use Source One Technology for network support as well as other unique situations that arise. Their integrity, thoroughness, and ability to adapt are what impress us. We thoroughly trust Source One Technology to provide high-level service in support of our technology, and we would not hesitate to recommend them to others for technology support and implementation.
Pat Foran
VP of Information Technology
Bank of Deerfield

Case study

Virtualization transforms IT operations for event equipment & logistics company.

Clearwing Productions used virtualization to replace hardware in an overflowing server room and deliver non-stop services to users.

Working with us

We believe in creating true partnerships and are committed to your success. That’s why we put exceptional resources at your disposal. At the same time, we do what we can to help you make full use of all your existing technological resources.  

All of our onsite engineers have extensive consulting experience and are easily reachable and equally as responsive (via both phone and email) should any technical issues emerge before, during, or after the project and scope of work we’re currently engaged in.

Want to know which organizations we work with? Just ask!

Founded in
No long-term

See our approach to helping you succeed.

Tired of wasting time and money on frustrating IT issues and vendors?