URGENT Security Advisory: Immediate Action Required for PaperCut NG and PaperCut MF

Click Here

Financial

Procuring technology for a local credit union, insurance agency or wealth management firm? Your business depends on protecting sensitive client data and staying in compliance.

MSI's Total Office Approach brings together managed IT, AI services and managed print, giving your team one, reliable partner for the technology behind every one of your customers. From loan application files and account statements to HR onboarding paperwork, we help you manage information securely from the moment it's created through when it's archived.

Overview

Secure from day one, ready for every audit

Technology in sensitive applications like finance needs to be predictable, justifiable, and most importantly – secure.

Every solution Metro Sales implements has security built-in from Day 1, with access controls, audit trails and documentation your compliance team will thank you for.

Advisor reviewing financial charts on a tablet beside a calculator
Services for financial

One trusted partner behind every account

All services →
What clients say

Told straight, by the people who hired us

Once you sign with Metro Sales, you are not forgotten about. The sale partner who signed you up keeps in touch with you the whole time to make sure everything is going well and to see if there is anything that they can do for you. They really seem to care.

Financial Controller Financial Services

Metro Sales has the best service team that I have had to work with, they are very knowledgeable about all of the equipment. They take the time to explain everything to you, and they never talk down to you, which is so hard to find these days, they treat you with such great respect. They are such a great group of people to work with.

Controller Finance and Banking

The machine that we have is perfect for our company. When unexpected issues or errors arise, we've never not gotten a live person when we call the service line. We are thankful for everyone we've met through this partnership and look forward to working together for many years to come!

General Manager Financial Services
FAQ

Questions financial firms ask us before the first call

What credit unions, banks, insurance agencies and wealth managers ask us most about security, compliance and documents. Anything else, a real person will answer today.

Ask us directly

Managed IT services for financial institutions need to incorporate cybersecurity compliance, 24/7 monitoring of networks and regulatory compliance support in one concise package. MSI provides tailored IT solutions for the financial industry, addressing both the data security side as well as the operational uptime focus that keep your business moving reliably.

A document management system for banks should combine encrypted storage with controlled, role-based access so that client records stay protected. Metro Sales, for example, implements DocuWare document management tools with compliance-ready audit trails, giving financial firms a secure, searchable way to manage everything from loan files to customer statements.

Managed print services give financial institutions like yours visibility into what they're actually spending on printing. Most companies significantly underestimate the amount they spend in this category. And, for finance-specific environments, managed print services also support the secure print release and user authentication steps, ensuring confidential and sensitive documents don't sit out in the open at shared printers throughout the office.

Everyday tools like printers, copiers and email are common entry points for hackers, so cybersecurity compliance has to extend beyond the network to cover your hardware environment as well. Managed IT services providers like MSI build cybersecurity protocols into every device and workflow to ensure your clients' data stays secure.

Financial firms should look for a provider offering scalable, compliant IT infrastructure, built specifically for regulated industries like finance. MSI does not offer a one-size-fits-all package – we combine financial IT services, managed print services and secure document management under one, trusted vendor.
Other industries we serve

Beyond financial services

Every industry has its own rules and workflows. Here is how MSI supports organizations outside finance.

Education

Alleviate budget pressures while protecting student data and boosting administrative & printing efficiency.

Government

Reliable, flexible office technology solutions suited for agencies and municipalities of all sizes.

Legal

Equip your firm with cutting edge, secure printers and workflow software to gain an edge and make each billable hour more productive.

Advertising

Manage your library of creative files, print banners and retail signage, and nail your color accuracy in printed pitch decks.

Healthcare

Improve patient outcomes by removing buggy, inefficient office technology from your facilities. Ensure HIPAA compliance and safeguard patient data.

Transportation

Keep paperwork and workflows moving as quickly as your fleet does.

Production Print

Handle high-volume jobs with high speed and impressive accuracy. Improve customer experiences through web-to-print and workflow automations, boost your shop's profitability, and more.

Manufacturing

Boost efficiency and stay competitive with tailored IT, document, and print solutions built for the production floor.

Graphic Communications

High-volume production printers, color management, and workflow solutions built to keep every job on schedule.

Nonprofit

Cost-efficient IT, print, and document management solutions that protect donor data and keep your team focused on mission over paperwork.

LET'S GET STARTED

Ready to protect every client record?

One conversation, no pressure. We'll review your devices, documents and security controls, and recommend a plan your compliance team can stand behind.