Financial Services Technology
Go Where Your Customers Are
Meeting customer expectations in financial services means empowering your employees to help customers anywhere.
In banking, tablets mean employees can move anywhere within a branch and engage with customers more naturally. In wealth management, client meetings can happen anywhere with laptops.
For insurance agents and adjusters, smartphones and tablets are powerful tools for fast access to information like claims and policies.
However, managing financial services technology is challenging in a world of widely distributed workers and the need for state-of-the-art security.
Be Flexible and Productive
Stratix has the expertise and resources to design, deploy, maintain, and support best-in-class financial services technology solutions at any scale.
Our solution architects will work with you to understand your environment, user needs, and institutional goals.
Thanks to our wide range of device and software partners, we can recommend and source precisely what's needed to help you meet customer expectations and expand your business.
Financial Services Technology Solutions

Design with Confidence
Our solution architect team will help you gain efficiencies, increase end-user adoption rates, and raise the ROI of your financial services technology program.
Learn MoreCompliance and Security
Ensure secure, compliant, and up-to-date devices for your personnel with automated endpoint management, single sign-on, and industry-specific security measures.
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Help is Always There
Stratix has a best-in-class help desk that quickly solves problems to ensure the best possible end-user experiences—including custom knowledge base design for specific use cases.
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Reserves at the Ready
We can keep a spare pool of preconfigured devices ready to be shipped out overnight and manage return and repair—reducing downtime and device costs.
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Easy Procurement
End users can manage their own device orders through our simple to use portals. Put control in users' hands, but approval in management.
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Telecom Expense Management
Our expert analysis shows you who spends the most, who spends the least, and cycles of usage so you can easily keep costs under control.
Learn MoreFortune 500 Insurance Group
This insurance group turned to Stratix to engage all aspects of our enterprise mobility management offering, including end-user support.
Read the Case StudyOregon-based Financial Holding Company
Stratix was able to increase employee satisfaction by achieving a 93% first-call resolution support level.
Read the Case StudyThe Stratix Enterprise Managed Services Advantage for Financial Services



THE LATEST IN MANAGED MOBILITY
Case Study
Introduction of MacBooks Puts Strain on Mobile Device Management for Financial Services Organization
Even with self-service kiosks in their branches, a national financial institution was struggling to drive customer satisfaction
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UEM Changes the Face of Financial Services
UEM enables financial institutions to transform to a customer-centric relationship to be able to deliver an exceptional customer experience.
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The Ultimate Guide to an Effective BYOD Policy
Employees using their personal devices for work has escalated with more than 75% of organizations incorporating BYOD into their culture.
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8 Questions to Ask Every Device-As-A-Service Provider
Device as a service helps companies maintain business continuity while also providing flexibility for employees and reduced overhead costs.
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Telecom Expense Management: Reining in Runaway Mobile Costs
As the speed of mobile technology advances companies are finding it more difficult to plan for and control the runaway costs of mobility.
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Burner Phones: Building a Case for Corporate Use
When individuals with sensitive information travel to international locations, you should have an Enterprise Mobile Burner Program in place.
LearnFind the right financial services technology solution