Since 1991, Financial Industry Technical Services, Inc. (FITS) has provided professional consulting and outsourcing placement services for the financial services industry. Our clients benefit from a consistent full-time employee resource model combined with the talents of highly-motivated and experienced professionals. FITS offers a cost-effective alternative to large national firms, with business solutions to meet the unique challenges and complexities facing the financial services industry today.

Our analysts, project managers and subject matter experts provide leadership roles for financial services firms, regulatory agencies and system vendors. FITS consultants develop broad relationships across financial system vendors with direct applicability to major Banking, Brokerage, Insurance, Mutual Fund and Trust platforms. FITS leverages industry expertise to provide clients with consulting resources who understand the business and the related systems requirements, and who can successfully execute project deliverables.

The FITS key Consulting Services include the following:

In addition, FITS provides resources to clients on an outsourcing basis to supplement, manage, or assume key roles during special projects or for temporary and long-term staff augmentation. The FITS Outsourcing Placement Services provides personnel that include, but are not limited to, the following:

  • Financial Services Personnel: Global and Domestic front-line to leadership level support for all positions in Banking, Brokerage, Clearing Firms, Insurance, Investment Banking, Investment Managers, Mutual Fund Companies, Software Vendors, Transfer Agencies, Trust and Wealth Management. Examples of areas we support include Accounting, Asset Management, Cash Management, Compliance, Customer On-boarding, Inventory Control, Product Control, Reconciliation, Regulatory Reporting, Sales Support, Tax Reporting, and Trading Operations.

  • Information Technology Personnel: Business Analysts, Systems Analysts, Program and Project Managers, Database Administrators, System Administrators, Infrastructure Experts, Developers, Product Managers, Information Architects, Web Designers and Developers, Business Continuity Specialists, Information Security Specialists and Quality Assurance Analysts across a vast array of systems, software and methodologies.

FITS professionals possess extensive knowledge of investment products, and continually keep abreast of the changes and initiatives affecting the financial services community. Whether a client requires a single resource, or a team to manage a complex, multi-phased project, FITS professionals deliver best-in-class consulting and outsourcing placement services.

Events:

2014 Raymond James Annual PMG Symposium

Sandpearl Resort
500 Mandalay Avenue
Clearwater Beach, FL 33767
February 23, 2014-February 25, 2014
FITS Presentation: “The SEC Exam Process for Investment Advisors”

2014 SIFMA Compliance & Legal Society Conference

JW Marriott Orlando, Grande Lakes
4040 Central Florida Parkway
Orlando, FL 32837
March 30, 2014-April 2, 2014
Our Booth Number: 209

2014 SIFMA Operations Conference

Boca Raton Resort & Club
501 East Camino Real
Boca Raton, FL 33432
April 28, 2014-May 1, 2014
Our Booth Number: 810

2014 FINRA Annual Conference

Renaissance Washington, DC Hotel
999 9th St, NW
Washington, DC 20001
May 19, 2014-May 21, 2014


Associate Member of SIFMA