Boston Financial Data Services

Boston Financial Data Services is a financial services outsourcing firm. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

It makes the most sense for small and mid-sized companies. Alongside the main category they mention Banking, Consulting, Financial Services and Legal. They are a large team, 1,001 to 5,000 people, which usually shapes who they work with. At that size expect formal onboarding, documentation and a longer sales cycle.

Boston Financial Data Services is based in Windsor, Connecticut and founded in 1986. More on bostonfinancial.com.

Our checklist for this category: response SLAs, onboarding, and what is billed per hour. Get the renewal terms in writing before the first invoice.

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