Professional & Financial Services

Transcending client expectations – relevance, compliance and your IT strategy

Professional & Financial Services Technology Strategy

Rule number one in professional and financial services: focus on helping your client achieve their goals, and everyone wins. The primary touch point for clients today has shifted online. Aligning IT strategy with your growth goals is essential – and Hartman’s executive IT team works alongside you to evolve and anticipate those needs, including:

  • Increase value of relationship management software to create greater engagement and more relevant, targeted outreach that grows your business
  • Strategize short- and long-term planning and implementation for online products and services that enhance user experience
  • Analyze and evolve vendor management strategies to yield greater results
  • Assess current state and implement best practices for transaction-based integration (M&A)

Meet your Hartman Practice Expert

Jeff Gredlein

Jeff Gredlein

Managing Director, Technology Leadership Services

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Professional and Financial Services Case Study

Old Line Bank

Old Line Bank

Remaining compliant and meeting customer needs goes hand-in-hand at financial institutions
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Professional and Financial Services Executives: You’re Invited

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Cyber Strategy & Team Development

Great results require a great team and a plan to mitigate risk. Hartman’s team of IT development experts works with professional and financial services leadership on strategic approaches to hire, train, manage and mentor IT staff for long-term business success.

Trust is the key factor in financial client relationships, and a data breach can destroy that trust in one fell swoop. Hartman’s team of cybersecurity and compliance experts make sure you have the systems and best practices in place to protect both your clients’ private information and your good reputation.

Why Choose Hartman


Expect more from your IT

Today’s leaders rely on technology more than ever, and Hartman clients can count on technology to drive real business outcomes. Hartman outsourced CIOs provide executives with deep bench strength to resolve the underlying IT challenges that get in the way of growing your organization. We conduct an IT assessment to first understand the current state of technology in your organization, and then work alongside you to leverage technology as a key strategic resource.

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