Workflow Automation
in NYC – LastTech

At LastTech, we specialize in workflow automation for financial services in NYC, helping firms eliminate inefficiencies and enhance productivity. By automating repetitive tasks and optimizing workflows, we enable financial firms to focus on what matters most—serving clients and growing their business. Our customized solutions integrate seamlessly with your operations, ensuring compliance, security, and measurable results.

Schedule A Free Business Technology Alignment Assessment

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Why Workflow Automation Matters for NYC Financial Firms 

  • Enhanced Efficiency  - Automation streamlines complex processes, reducing time spent on repetitive tasks and improving operational efficiency across your firm.
  • Improved Compliance - Automated workflows reduce errors and maintain audit trails, ensuring compliance with regulatory boards like the SEC, FINRA, and PCI.
  • Cost Savings  - By automating manual processes, your firm can reduce overhead costs while improving accuracy and turnaround times.
  • Better Resource Allocation - Workflow automation frees up your team to focus on higher-value tasks, such as client engagement and strategic decision-making.
  • Scalability for Growth  - Automated systems grow with your business, supporting increased workloads without adding extra manual processes.
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Why Choose LastTech for Workflow Automation in NYC? 

Industry Expertise 

With extensive experience serving NYC financial firms, we understand the unique challenges of your industry and design solutions that align with your objectives.

Custom Solutions 

Our automation strategies are tailored to your specific needs, ensuring seamless integration with your existing systems and workflows.

Cybersecurity-First Approach 

We prioritize data security, embedding robust cybersecurity measures into every automation solution to protect sensitive financial information.

Ongoing Support and 24/7 Monitoring

We provide ongoing monitoring and support services to ensure your automated workflows function optimally and adapt to changing needs.

Flat-Rate Pricing for Predictable Costs

Our flat-rate pricing plans offer transparent, predictable costs, helping your firm manage budgets effectively.

Comprehensive IT Services Offered by LastTech

At LastTech, we provide a wide range of IT services tailored to meet the unique needs of businesses in financial, real estate, and other industries. Our services are designed to optimize your operations, safeguard your data, and align your technology with your goals. Explore our offerings:

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Managed IT Services

Take the hassle out of managing your IT infrastructure. Our Managed IT Services provide 24/7 monitoring, maintenance, and proactive support, ensuring your technology works seamlessly and reliably.
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Cybersecurity Services

Stay ahead of cyber threats with our Cybersecurity Services. From firewalls and threat detection to employee training, we provide a comprehensive suite of tools and strategies to protect your business. 

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Business Technology Alignment

Align your IT systems with your business objectives through our Business Technology Alignment services. We design and implement technology solutions that drive efficiency and success. 

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Cloud Services

Leverage the power of the cloud with our Cloud Services. We offer scalable solutions for secure storage, collaboration, and business continuity, ensuring your operations remain flexible and future-ready. 

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Compliance IT Solutions

Ensure your IT systems meet industry regulations with our Compliance IT Solutions. From SEC to FINRA, we help you stay compliant and avoid costly penalties. 

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Cyber Insurance Preparedness

Prepare your business for cyber insurance audits with our Cyber Insurance Preparedness services. We ensure your systems meet the requirements to secure coverage and minimize risks. 

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Data Backup & Recovery

Protect your critical business data with robust backup and recovery solutions. We ensure your information is securely stored and can be quickly restored in the event of a disaster or cyberattack.
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Data Governance

Take control of your data with our Data Governance services. We implement policies and frameworks to manage, protect, and optimize your organization's data assets. 

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IT Help Desk Services

Resolve IT issues quickly with our IT Help Desk Services. Our team of experts is available around the clock to troubleshoot and address your technology challenges with minimal disruption to your operations. 

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Microsoft 365 Services  

Streamline collaboration and productivity with our Microsoft 365 Services. We offer seamless setup, migration, and support to ensure you make the most of this powerful suite of tools. 

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Outsourced IT Support

Reduce overhead costs while gaining access to top-tier expertise with our Outsourced IT Support. We act as your dedicated IT team, handling everything from system upgrades to troubleshooting.
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Structured Cabling & Network Setup

Build a strong foundation for your IT infrastructure with our Structured Cabling & Network Setup services. We design and install reliable, scalable systems for your business operations. 

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VoIP Phone Systems

Enhance your communication with our VoIP Phone Systems. Enjoy crystal-clear call quality, advanced features, and cost-effective solutions designed to support your business operations. 

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Workflow Automation

Boost efficiency and eliminate manual tasks with our Workflow Automation solutions. We design automated processes that save time and reduce human error. 

Frequently Asked Questions About Workflow Automation for NYC Financial Firms 

What is workflow automation, and how does it benefit financial firms? 
Workflow automation uses technology to streamline and standardize business processes, eliminating manual tasks and reducing errors. For financial firms, it enhances efficiency, improves compliance, and allows teams to focus on strategic work.
How does LastTech ensure automation aligns with my firm’s needs? 
We begin with a detailed assessment of your workflows and goals, designing custom automation solutions that address inefficiencies and integrate seamlessly with your operations.
Can workflow automation help with regulatory compliance? 

Yes, our automation solutions include features like audit trails, automatic reporting, and error reduction, ensuring compliance with regulations like the SEC, FINRA, and PCI.

What tasks can be automated in financial services? 

Common tasks include data entry, client onboarding, compliance reporting, document approvals, and performance monitoring. We tailor automation to fit your specific processes.

Is workflow automation secure for handling sensitive financial data? 

Absolutely. We integrate robust cybersecurity measures like encryption, access controls, and multi-factor authentication to protect sensitive data throughout the automation process.

Do you offer training for using automated workflows? 

Yes, we provide comprehensive training programs to ensure your team understands how to use and maximize the benefits of automated workflows effectively.

How do you handle integration with existing systems? 

We design automation tools that integrate seamlessly with your existing systems, including CRM platforms, compliance software, and accounting tools, ensuring minimal disruption.

What is the ROI of implementing workflow automation?

Workflow automation delivers ROI through reduced labor costs, faster processes, and improved accuracy, allowing your firm to focus on high-value activities and client satisfaction.

Can workflow automation scale with my business?

Yes, our solutions are designed to grow with your business. As your firm expands, automated workflows can handle increased workloads and new processes seamlessly.

Why should I choose LastTech for workflow automation?

At LastTech, we combine industry expertise, tailored solutions, and a cybersecurity-first approach to deliver automation strategies that drive measurable results. Our hands-on support ensures your success every step of the way.

What Our Clients Are Saying About Our Services:

★★★★★

All the Benefits of a Dedicated IT Guy Without the Full-Time Salary

Regardless of the IT problem, LastTech is our one stop shop! Having someone sort out the IT problems allows me to focus on my business which is extremely valuable. I have a single point of contact allowing streamlined communication for me and my team. Whenever I call, they fix the problem...

Regardless of the IT problem, LastTech is our one stop shop! Having someone sort out the IT problems allows me to focus on my business which is extremely valuable. I have a single point of contact allowing streamlined communication for me and my team.

Whenever I call, they fix the problem right then and there; they also handle the other vendors so that I don't have to which saves a ton of time and headache. LastTech provides all of the benefits of a dedicated IT guy without the full-time salary.


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Alex Guerrero

Surgeon-in Chief
InterTrauma Consulting
New York, NY

A Proven, Trusted Partner with a Holistic Approach

Having LastTech embedded in our firm's day-to-day operation provides a great benefit. Brad and his staff are an integral part of our team, which provides a high level of comfort for our employees. Most importantly, LastTech is a proven, trusted partner in helping Whitehall develop successful...

Having LastTech embedded in our firm's day-to-day operation provides a great benefit. Brad and his staff are an integral part of our team, which provides a high level of comfort for our employees. Most importantly, LastTech is a proven, trusted partner in helping Whitehall develop successful technology strategies for our growing company.

As an operations professional, I appreciate LastTech's holistic approach to the services they provide. I know that a recommendation from Brad is backed by his full understanding of our processes and business technology platforms, which are numerous in Investment Banking; this limits redundancy and improves efficiency across our business.

If you're looking for a new IT firm, understand that LastTech will provide a truly integrated support structure. Having a 'face with the name' in your operation provides a level of accountability and comfort that is hard to find in today's mostly outsourced market.


Justin Ryan in a suit

Justin Ryan

Operations Manager
Whitehall & Company
New York, NY

LastTech - Truly Amazing IT

LastTech is an affordable and truly amazing IT company. The CEO, Brad, is always available to take calls and go over anything. Our tech, Russ, is the best and always shows up whenever we need him and doesn't leave until everyone's problems are fixed. They make it so that I can focus on other...

LastTech is an affordable and truly amazing IT company. The CEO, Brad, is always available to take calls and go over anything. Our tech, Russ, is the best and always shows up whenever we need him and doesn't leave until everyone's problems are fixed. They make it so that I can focus on other things to help run our company.


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Alex Pestone

Director of Employee Happiness
Triplet Acquisitions
New York, NY

We Trust LastTech, There For Us And Quick To Respond

LastTech is our one stop, preferred IT vendor and has been since before we opened. Outstanding all around, but what matters most to me is their responsiveness. Whenever we need them, they are there for us and quick to respond. Our issues get solved right away which makes us feel that our...

LastTech is our one stop, preferred IT vendor and has been since before we opened. Outstanding all around, but what matters most to me is their responsiveness. Whenever we need them, they are there for us and quick to respond. Our issues get solved right away which makes us feel that our business matters and we have trust.

There are lots of competent IT firms in NYC. However, if you want someone that will pick up the phone and take care of you when time is of the essence, LastTech is the best.


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Jason Goodman

Co-Founder
Bathhouse
New York, NY

Solutions That Best Fit You

Brad Lassiter and LastTech have been our tech solution for the past 4 years. During that time, they have taken us from a disorganized clump of steel to a well-oiled machine. Issues are resolved directly and with care. The follow up is nothing short of fantastic! Brad and...

Brad Lassiter and LastTech have been our tech solution for the past 4 years. During that time, they have taken us from a disorganized clump of steel to a well-oiled machine. Issues are resolved directly and with care. The follow up is nothing short of fantastic!

Brad and his team really take the time to analyze and understand your company's needs and offer the solutions that best fit you. If you are in need of a technology solution that will solve your issues now and in the future - think LastTech!


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Jon Goodell

CEO
Bohemia Realty Group
New York, NY

Their Dedication to Their Clients is Unmatched

The biggest benefit of LastTech for us is that we have a team of people with different skill sets available to help with our IT needs pretty much around the clock. Beyond the day-to-day support, we also just completed a massive data migration and launched a new back-end platform and website -...

The biggest benefit of LastTech for us is that we have a team of people with different skill sets available to help with our IT needs pretty much around the clock. Beyond the day-to-day support, we also just completed a massive data migration and launched a new back-end platform and website - something we never would have been able to do as efficiently (or at all!) without the support of LastTech, who understood our system and solved problems non-stop throughout the process.

The response time we receive is fantastic. Brad and his team come up with creative solutions to fix issues that seem insurmountable. They are also always learning about new solutions and looking into fixes for issues we didn't even know we had!

If you're on the fence, just DO IT! We have worked with LastTech for years and their dedication to their clients is unmatched.


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Sarah Saltzberg

CEO
Bohemia Realty Group
New York, NY

Worth Making the Switch; You Won’t Regret It!

When LastTech came knocking on our door last year, we were really struggling with our current IT provider. Displeased, and at a loss as to how to remedy our communication and security issues—we took a chance on the new guy—hoping that the choice would provide us with a new lease on how we...

When LastTech came knocking on our door last year, we were really struggling with our current IT provider. Displeased, and at a loss as to how to remedy our communication and security issues—we took a chance on the new guy—hoping that the choice would provide us with a new lease on how we managed our office. Needless to say, we've been thrilled with our experience partnering with LastTech.

While I could go on and on about how they've made sure we're running smoothly 99.9% of the time, I'd much rather speak to the integrity and quality of their employees. Not only have members of the LastTech team showed us that they are a fast-moving, cogent group of professionals, they've also come into our office and made friends with our staff. We know our LastTech technicians on a first name basis, and we are always pleased to see them.

Brad and his team are certainly worth making the switch for. If you're considering a change to the way you manage your technology and security, look no further than LastTech! Surely, you won't regret the choice!


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Robert Vuichard

Executive Administrator
Raider Hill Advisors
New York, NY

Responsive & Easy to Understand  It’s a Win-Win All Around!

The LastTech Support Team is always responsive and timely. The advice and instructions we receive are concise and easy to understand. We feel secure knowing that our technology systems are being monitored on a regular basis. LastTech offers a variety of solutions for your IT needs based on...

The LastTech Support Team is always responsive and timely. The advice and instructions we receive are concise and easy to understand. We feel secure knowing that our technology systems are being monitored on a regular basis.

LastTech offers a variety of solutions for your IT needs based on your budget. There is never a high-pressure situation when inquiring about additional services.

It's a win-win all around.


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Helen Kluger

Director of Operations / Finance
Devlinhair
New York, NY

Agile, Responsive, and Flexible; I Strongly Recommend LastTech

The greatest benefits of LastTech for us are their agility and responsiveness. Whenever a need comes up, we get assistance right away. I appreciate the flexibility in service options—having a solution that fits our specific needs. We have had a very positive and...

The greatest benefits of LastTech for us are their agility and responsiveness. Whenever a need comes up, we get assistance right away. I appreciate the flexibility in service options—having a solution that fits our specific needs. We have had a very positive and professional experience with LastTech and I strongly recommend them to businesses with needs similar to our own.


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Ben Thompson

Partner
Thompson LLP
New York, NY

LastTech Is My Reliable Resource for Computer Support

As a sole practitioner attorney, responsible for meeting deadlines and to meet the needs of clients, it is very important to me to have a functioning computer system; so, it is reassuring to know that, in the event I have a computer problem, I have a reliable source to which to turn to address...

As a sole practitioner attorney, responsible for meeting deadlines and to meet the needs of clients, it is very important to me to have a functioning computer system; so, it is reassuring to know that, in the event I have a computer problem, I have a reliable source to which to turn to address the problem. LastTech is that reliable resource for me.


Rosemarie R. McCloy

Sole Practitioner
RRM Law
New York, NY

Looking for Workflow Automation Solutions for Financial Services in NYC? 

Schedule a Business Technology Alignment Assessment Today!
Optimize your firm's processes with LastTech's workflow automation solutions. Contact us to discover how we can streamline your operations, enhance compliance, and support your growth with tailored automation strategies.

Get In Touch

LastTech

1350 Ave. of the Americas, FL 2
New York, NY 10019

Phone: (646) 989-9900