A trusted partner to financial institutions since 2014
HelpDesk Portal 365 was founded by a team of IT operations veterans who spent years managing technology for mid-size banks and credit unions. We saw firsthand how generic help desk providers failed the financial industry—agents who didn't understand core banking systems, SLAs that ignored trading-floor urgency, and compliance gaps that created audit findings.
We built HelpDesk Portal 365 to be different. Every analyst on our team is trained on the specific platforms, regulations, and workflows of the financial services industry. We don't just answer tickets—we understand the business context behind every issue.
Today, we support over 140 financial institutions across the United States, from community credit unions to regional investment firms, providing the same level of dedicated, knowledgeable support that only the largest banks could previously afford.
Our core values are reflected in every interaction, every ticket, and every engagement.
In financial services, minutes matter. Whether it's a trading platform outage or a teller workstation failure, we treat every issue with the urgency it deserves. Our team is trained to prioritize based on business impact, not just technical severity.
We handle sensitive credentials and access controls in highly regulated environments. Every process we follow is designed to protect your data, satisfy your auditors, and maintain the trust your customers place in you.
We don't act as a faceless vendor—we integrate with your IT team as a seamless extension. Dedicated account managers, shared runbooks, regular service reviews, and direct access to our operations leadership.
Financial technology evolves rapidly. Our analysts complete ongoing training on new platform versions, emerging threats, and regulatory changes. We invest over 200 hours per analyst annually in professional development.
We publish monthly service reports with full transparency on response times, resolution rates, ticket trends, and customer satisfaction scores. If we miss an SLA, you'll know—and you'll receive service credits automatically.
Every procedure, every access control, and every documentation standard we maintain is designed with FFIEC, SOX, PCI-DSS, and GLBA requirements in mind. Your examiners will find us well-prepared.
From a small team supporting a handful of credit unions to a national provider serving 140+ institutions.
HelpDesk Portal 365 is founded in Charlotte, NC by three former banking IT directors. Initial focus on community credit unions in the Southeast.
Achieved SOC 2 Type II certification, opening doors to larger regional banks and insurance companies with strict vendor requirements.
Surpassed 50 financial institution clients. Opened second operations center in Dallas, TX to provide geographic redundancy and additional coverage.
Rapidly scaled VPN and remote desktop support capabilities during the pandemic. Added Zoom, Teams, and VDI expertise to our service catalog. Supported 12,000+ remote worker transitions.
Achieved ISO 27001 certification. Launched advanced cybersecurity triage service with dedicated Tier 1 security analysts for EDR alert investigation and phishing response.
Expanded to serve financial institutions in all 50 states. Launched 24/7 trading floor support capability with sub-5-minute response times for P1 market-hours incidents.
Introduced AI-assisted ticket routing and knowledge retrieval to accelerate resolution times while maintaining the human-first approach our clients value.
Experienced IT and financial services professionals dedicated to your success.
Former VP of IT Operations at First Horizon Bank. 22 years of experience in financial services technology. Led the vision of building an IT help desk that truly understands banking.
Former Director of Service Delivery at a Fortune 500 managed services provider. Designed our SLA framework, quality assurance program, and analyst training curriculum. ITIL v4 Expert certified.
Former infrastructure architect at Wells Fargo. Leads our technology platform, automation initiatives, and integration engineering. CISSP and Azure Solutions Architect certified.
We'd love to tell you more about how we can support your institution. Let's start a conversation.
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