Organisations handling financial and personal data face ever-evolving regulation and compliance. With the ICO, FCA and GDPR presenting complex challenges, and fines for non-compliance at a record high, security is emerging as a top priority.

Financial Advisers must enable the secure collection and distribution of financial, regulatory and customer data to keep pace with their competitors.

Having worked with Finance Advisers for 20+ years, we have the expertise to deliver tailored, compliant and secure technical solutions that enable agility, security, and performance, whilst maintaining client privacy and security at the forefront of our services.

WHY IPEX TECHNOLOGIES

Our IT services are about more than equipment, systems, and processes. They’re based on understanding business objectives, and providing tailored, cost-effective solutions to meet them. Supporting multiple sectors with our in-depth knowledge and insights, IPEX Technologies is your one-stop-shop for end-to-end I.T. service - from strategy to delivery - customised to suit your business needs.

EXPERT ADVISORS

Based on in-depth understanding of industry challenges and sector critical technology, we focus on changes that align with your business. Consider our experience and resources a genuine extension of your team.

CUSTOMER-CENTRIC

Every organisation has different priorities and requirements. Our advisors work with you to develop tailored solutions to solve your problems, meet your specific needs, and provide tangible results.

INDUSTRY EXPERIENCE

We have 20+ years’ experience working with Financial Advisers. Our team have worked across a diverse range of private and public sector with in-depth knowledge in regulation, transformation and trends.
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VALUED PARTNERS

Successful I.T. infrastructure is based on both expertise and the right technology partners. We have strategic partnerships with several providers including Sophos, HP and hold Microsoft Silver Partner status.

Get started with an I.T. & Security Audit

We offer the opportunity to go through a free in-depth inspection of your existing I.T. infrastructure, software, hardware, and access to highlight risk and vulnerability based on advice from the National Cyber Security Centre and FCA.

Our audits are designed to help equip and protect businesses for efficient, secure working in the modern online workplace.

We then help you to implement changes and improvements to get your organisation to its optimal I.T. and Security setup.

OUR SERVICES

Our team of consultants can provide you with expertise across the following areas. We aim to ensure you receive market leading advice, services and support.

All
Financial Services
Accountancy
Manufacturing
Administration
I.T. Security
Data and Device Security
Cloud Services
Azure, AWS & G-Cloud Migration
Support Services
Security Focused Proactive Support
Microsoft 365
Experts in full compliance.
Connectivity
Broadband & Cloud Phone Systems
Dynamics 365
Complete CRM / ERP System
Secure Monitored Websites
Integrated into CRM / Back Office Systems
Back Office System (BoS)
Client, Policy & Payment Management
Document Management (DMS)
Integrated DMS with CRM / Back Office System

HOW WE WORK: 6 SIMPLE STEPS

WE OFFER OUTSTANDING I.T.
  • ADVICE
  • SERVICES
  • STRATEGY
  • SECURITY
  • TRAINING

INTRODUCTION

Discovery call icon

DISCOVERY CALL

A brief introductory call to get to know your business, I.T. needs, services and goals.

EXPLORE

I.T. Audit icon

I.T. & SECURITY AUDIT

A free, in-depth inspection into your existing structure, software, hardware, physical access, etc.
No obligation.

ADVISE

Audit report icon

AUDIT REPORT

Results of the Audit and IPEX's recommendations to improve security and implement better levels of adoption.

IMPLEMENT

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THE PROJECT

Action plan based on recommendations. We guarantee to get you up and running at a fixed cost.

SUPPORT

The Project Icon

TRAINING & CHECK-IN

Complimentary Security audit every 12 months. Continuous training and regular support.

STREAMLINE

Support Services Icon

IMPROVEMENTS

Get the most out of your Microsoft 365. Analysis of your key systems and solutions, highlighting areas for improvement.

OUR TECHNOLOGY PARTNERS

National Cyber Security Centre Cyber Essentials I.T. Security Credential
National Cyber Security Logo

SEE WHAT OUR CLIENTS HAVE TO SAY

Speak to one of our expert advisors

Please contact us for further information in relation to our services and one of our team members will be in touch.

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