Financial Industry Technical Services, Inc. (FITS) is a professional consulting and advisory firm formed in 1991, specializing in the financial services industry. Our clients benefit from the consistency of a full-time consulting 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.

The key consulting services we offer include:

FITS consultants possess hands-on experience working in a broad range of environments and disciplines across multiple products and services. We have worked extensively in the financial services industry solving business and technical problems and meeting the challenges related to conversions, business integrations, business continuity (DR), liquidations, product development, receivership management, self-clearing and strategic planning. FITS professionals can help firms effectively and efficiently manage business challenges.

Our analysts, project managers and subject matter experts have previously worked in leadership roles for financial services firms, regulatory agencies and system vendors. They have in-depth and ongoing relationships with financial system vendors and major Banking, Brokerage, Insurance, Mutual Fund and Trust platforms. FITS leverages this industry expertise to provide clients with resources who understand their business and systems, and who can successfully execute project deliverables.

FITS consultants 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 business analyst, or a team to manage a complex, multi-phased project, FITS professionals deliver best-in-class consulting services.


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