Surface for Financial Services

With the shift towards a modern workplace, Microsoft Surface devices are changing how Financial Services operate. They're designed to boost productivity through enhancing flexible work and AI experiences. For front-line branch workers like Bank Tellers and Mortgage Lenders, the lightweight and high-resolution Surface Go ensures top-tier customer service and communication. For wealth advisors, the Surface Pro and Surface Laptop provide powerful performance for financial software and AI, ensuring efficient remote work and secure client data. Investment analysts trust the Surface Laptop Studio, designed to handle sophisticated software and complex models while providing connectivity for collaboration. Executives and leaders turn to Surface laptops for computing power and versatile work modes, reflecting the premium brand image while keeping sensitive data protected. Lastly, Surface Hub devices enable effective team collaboration, offering premium meeting experiences and impressive presentation capabilities. Contact us to order your new Surface devices today!

View FAQs
Frequently Asked Questions

How does Surface enhance productivity for financial services employees?

What security measures are in place for Surface devices?

What challenges do wealth advisors face and how does Surface help?

Surface for Financial Services published by BlueTeamAssess LLC

I founded BlueTeamAssess LLC to develop and offer actionable and cost effective security solutions to SMBs.

BlueTeamAssess LLC is a veteran-owned Cybersecurity Consulting business based in Onslow County, NC.

My company wants to be the trusted advisor to small businesses for cybersecurity and related information technology needs. We will help you meet compliance requirements for HIPAA, PCI, NC cybersecurity requirements for financial advisors, and NIST 800-171 and CMMC cybersecurity requirements for providing goods and services through DOD contracts. 

 We help small businesses understand cybersecurity threats and their vulnerability to those threats.  We offer affordable products and services to protect their business and their livelihood from those threats.

We use the SAINT Security Suite and its family of assessment products to provide cybersecurity services that assess your exposure to the many threats that can impact your business.  And we help you meet compliance requirements for NIST 800-171 cybersecurity requirements for providing goods and services through DOD contracts as well as for HIPAA, PCI, the NC data breach protection law and NC cybersecurity requirements for financial advisors.

We use the CyberSecurity Assessment Tool from QS Solutions to assess the security posture of your Microsoft 365 deployment and help bring your risk score to acceptable levels through our remediation services.

We will help you reduce SPAM, secure your email and defend against ransomware.  To help do this, we offer a number of solutions scalable for small business budgets and environments.  These include:

You can trust BlueTeamAssess LLC be the trusted advisor to small businesses for cybersecurity and related information technology needs.