Client onboarding that stalls while ID, address and source-of-funds evidence gets chased by email.
Tech for finance and financial services firms
Managed IT, cyber security and AI for New Zealand advisers, brokers, lenders and insurers. Protect client information, meet your obligations, and cut the paperwork around every piece of advice.
- 30 years in NZ business IT
- 4.9 from 95+ Google reviews
- NZ owned and operated
- SMB1001 aligned
What our clients say about us.
Our goal is to reduce or mitigate our risks and make certain we're aware of all our problems and have them covered.
We focus on making great products and selling to our customers, without worrying about whether we have a security issue. The fact that we don't have to worry about it is superb.
What I liked most about the onboarding process was the communication. He got online, found the right people to talk to, and made it work.
Finance & Financial Services businesses we work with
The work that quietly costs you a day a week
Advice records spread across the CRM, a shared drive and whoever wrote the file note.
Annual reviews that only happen when someone remembers to look at the list.
Client money and personal data in an inbox that has one password between it and the world.
Why finance & financial services businesses choose iT360.
We actually pick up
Advisers and brokers get a person on the phone, so a client meeting never waits on IT.
A local team that turns up
Auckland based, NZ owned. Remote first, and on site when the job needs hands on it.
Proactive, not reactive
We monitor and fix things before your team notices. You hear from us before you have to ring us.
Compliance without the scramble
Controls mapped to what your licence, insurer and clients ask for, with the evidence ready when they ask.
AI built for finance & financial services.
Not AI in general. These are the specific workflows we automate in this industry, and the reason this page exists.
AML and client onboarding
ID, address and source-of-funds documents collected, checked and filed against the client, with a trail of who verified what and when.
Advice and SOA drafting
First-draft statements of advice and file notes built from the client record, for the adviser to check and sign.
Client review cycles
Annual reviews scheduled, prepared and chased automatically, so the review list stops depending on memory.
Client file search
Ask a plain question and get the answer out of your own client files, advice history and product research.
Fee and commission reconciliation
Commission and fee statements matched against what was expected, with the discrepancies flagged rather than found later.