Finance and Insurance IT Support | Managed IT | NETCONFIG
Industries · Finance and insurance

Finance and Insurance IT Support

Finance and insurance IT support that looks after the laptops, logins, backups and Microsoft 365 behind your clients' money, policies and plans, so the next audit or system update feels a lot less like a trip to the dentist.

  • Managed IT support
  • Microsoft 365 specialists
  • Help with POPIA and Joint Standards
  • Durban, Johannesburg and remote nationwide
Finance and insurance IT support: NETCONFIG engineer helping a financial adviser set up secure sign-in
Finance and Insurance IT Support | Managed IT | NETCONFIG

In short: finance and insurance IT support from NETCONFIG

NETCONFIG is a South African managed IT services provider that helps financial advisers, brokers, insurers, asset managers, accountants and credit providers keep client information safe, systems running and records easy to find. We support businesses on-site from Durban and Johannesburg and remotely across the Western Cape and the rest of South Africa. We help you meet the IT side of POPIA, FAIS, FICA and the FSCA Joint Standards; your compliance decisions stay yours.

Who we help

Whatever your licence or the size of your team, our finance and insurance IT support is built around how financial businesses really work.

IT support for financial advisers and brokers

Small teams, lots of client records, and product-provider portals that all want a different password. We keep it simple and secure.

Short-term and long-term insurance intermediaries

Busy inboxes full of ID documents and claims. We protect email, devices and files so personal information stays where it belongs.

Insurers, UMAs and binder holders

Bigger systems, more regulation. We help with IT governance evidence, resilience planning and the IT provider's side of your outsourcing contracts.

Asset managers and discretionary FSPs

You're likely covered by both Joint Standards. We help with the security controls, testing and records the standards expect.

Accountants and financial services SMEs

Tax season shouldn't come with an IT crisis. Reliable devices, Microsoft 365 and backups, sorted.

Micro-lenders and credit providers

Lots of ID and banking details. We help you lock down access and keep FICA and POPIA records safe.

Sound familiar? Everyday IT headaches in financial services

  • "Who still has access to our client files since Thabo left?"
  • A phishing email that looked exactly like a product provider's.
  • Backups that probably work. Nobody has tested a restore since 2022.
  • Five years of records spread across laptops, inboxes and an old server.
  • Your compliance officer asks for an incident plan, and the room goes quiet.
  • Load-shedding, a dead router and a client meeting in ten minutes.

Three honest questions

  • Could you show an auditor who accessed client data last month?
  • If a laptop was stolen tonight, would client information be safe?
  • Do you know who to call, and what to report, if something goes wrong?

How we help

Managed IT support

One team for help desk, devices, network and updates, with proactive monitoring so small issues get fixed before they become big ones. Ideal managed IT support for small businesses that don't want an in-house IT department.

Explore Managed IT Services

Cyber security

Multi-factor sign-in, email filtering, device protection and monitoring: the everyday locks and alarms for your digital office.

See Cyber Security

Data protection and backups

Backups you can actually restore, tested regularly, with retention set to support your five-year record-keeping duties.

See Data Protection

Microsoft 365 specialists

Secure, well-organised Microsoft 365, from Teams and SharePoint to sensitivity labels that stop the wrong file going to the wrong person.

See Cloud Solutions

Microsoft Copilot, safely

Copilot can save hours on meeting notes and client summaries, but only if your permissions are tidy first. We help you get ready and train your team.

Meet our Copilot specialists

Managed POPIA services (the IT side)

Practical security measures, access reviews and records of what's been done, to support your Information Officer.

See Managed POPIA Services

Need meeting rooms that just work, or a team that spots phishing first time? Have a look at Voice & Video and User Training.

Compliance support, explained in plain English

Financial services comes with a lot of acronyms. Here's what the main ones mean for your IT, in normal words. Think of us as your IT co-pilot: you stay in charge of compliance, we help with the technology that makes it possible.

Everyone

POPIA (Protection of Personal Information Act)

Keep personal information secure and tell the Information Regulator and affected people if it's compromised. Since 1 April 2025, those reports go through the Regulator's eServices portal.

How we help: access controls, encryption, backups, monitoring and help gathering the facts for a report.

FSPs

FAIS (Financial Advisory and Intermediary Services Act)

FSPs need the "operational ability" to do the job, which includes technology, and must keep records for five years, safe and easy to retrieve.

How we help: reliable systems, secure storage and backups.

Accountable institutions

FICA (Financial Intelligence Centre Act)

Accountable institutions keep client identification and transaction records for at least five years. Electronic records are fine, and if someone else stores them, you're still responsible.

How we help: secure, searchable storage and retention settings.

Banks, insurers, CIS managers, Cat II and III FSPs

Joint Standard 1 of 2023: IT governance and risk management

In force since 15 November 2024 for banks, insurers, collective investment scheme managers, and discretionary and administrative FSPs.

How we help: IT asset lists, risk registers, backup and continuity plans.

Wider list

Joint Standard 2 of 2024: cybersecurity and cyber resilience

In force since 1 June 2025, for the same group plus pension funds, certain Category I FSPs that administer investment funds and a few others. From 1 September 2026, material incidents must be reported to the FSCA or Prudential Authority within 24 hours of being classified as material.

How we help: security controls, testing, and a clear incident runbook so the right people know what to do.

Insurers

Outsourcing by insurers (Joint Standard 1 of 2024)

Insurers' contracts with IT providers must meet the standard.

How we help: clear service descriptions, security commitments and incident reporting to you.

Card payments

PCI DSS

If you take card payments, version 4.0.1 applies, and its newer requirements have been mandatory since 31 March 2025.

How we help: keep card data out of email and spreadsheets and secure the devices around it.

This is a plain-language summary, not legal advice. Which rules apply depends on your licence and what you do, so please confirm with your compliance officer. NETCONFIG helps you meet the IT side; we don't certify or guarantee compliance.

A note from Bexie: If in doubt, shout. Report a suspicious email or lost laptop straight away. A quick "oops" is much easier to fix than a quiet one.

Your first 90 days with NETCONFIG

  1. Weeks 1–2: Listen and discover

    We meet your team, list every device, account and system, and flag any urgent risks (like ex-staff who still have access).

  2. Weeks 3–6: Secure the basics

    Multi-factor sign-in, device protection, email security and backups that we test by actually restoring files.

  3. Weeks 7–12: Document and plan

    An IT asset list, an incident runbook to share with your Information Officer, and a practical 12-month technology roadmap, reviewed with you.

Your dedicated IT Manager

Every client gets a named IT Manager who gets to know how your business works, not just your serial numbers.

  • One person who knows your systems, people and priorities
  • Regular reviews of security, risks and plans
  • Help budgeting for technology, so renewals don't sneak up on you
  • Plain-English reports you can share with your board or compliance officer

Frequently asked questions

Can NETCONFIG make our business POPIA compliant?

No IT company can do that for you, and you should be wary of anyone who promises it. Compliance is your organisation's responsibility, led by your Information Officer. We help you put the technical security measures POPIA expects in place, such as access controls, encryption, backups and monitoring, keep records of what we have done, and help you respond quickly if something goes wrong.

Does Joint Standard 2 of 2024 apply to my brokerage or advice practice?

It depends on your licence. The cybersecurity Joint Standard, in force since 1 June 2025, covers institutions such as banks, insurers, collective investment scheme managers, discretionary and administrative FSPs, pension funds and certain Category I FSPs that administer investment funds. Many advice-only Category I FSPs are not on that list, but FAIS still expects adequate technology and POPIA still applies. Your compliance officer can confirm where you stand, and we can help with the IT side either way.

What happens if we have a data breach?

Under section 22 of POPIA you must notify the Information Regulator and the affected people as soon as reasonably possible, and since 1 April 2025 reports to the Regulator go through its eServices portal. If you are covered by the Joint Standards, material IT or cyber incidents must also be reported to the FSCA or Prudential Authority within 24 hours of classifying them as material. We help you contain the incident, gather the facts and support your Information Officer.

How long must we keep client records, and where do backups fit in?

FAIS and FICA generally require records to be kept for at least five years, and electronic records are fine as long as they are safe and easy to retrieve. We set up backups and retention in Microsoft 365 and your other systems so records survive a lost laptop, a ransomware attack or an accidental delete, and we test restores so you know they work.

Can you work with our existing software and product provider platforms?

Yes. Most financial businesses use a mix of Microsoft 365, a CRM or practice management system and online portals from product providers. We look after the devices, accounts, network, security and Microsoft 365 that everything runs on, and we work with your software vendors when a problem sits on their side.

Do you support finance and insurance businesses outside Durban and Johannesburg?

Yes. Businessees throughout South Africa are supported remotely.

How much does managed IT support cost?

Pricing depends mostly on how many people and devices you have and which services you need. We give you a clear monthly quote after a short discovery chat and explain what is included before you sign anything.

What does the dedicated IT Manager do?

Your IT Manager is your named person at NETCONFIG. They get to know your business, meet with you regularly to review security, risks and plans, and help you budget for technology so nothing catches you by surprise.

Let's make your IT one less thing to worry about

Tell us a little about your business and what's keeping you up at night. We'll listen first, then suggest practical next steps for finance and insurance IT support that fits you.