#USA #New York #AI Technology #Financial Institutions #Managed Services

RFA Revolutionizes IT Services

RFA, a managed services provider dedicated to the financial services sector, has officially introduced its pioneering AI-native platform aimed at transforming IT service delivery for financial institutions. This new platform seamlessly integrates AI-driven automation across various facets of IT operations, including cybersecurity, network infrastructure, and general IT management. By embedding artificial intelligence deeply into its services, RFA enables its clients—hedge funds, private equity firms, and asset managers—to achieve enhanced protection and performance in an increasingly complex and regulated environment.

Evolution into AI-Native Services

With over 35 years of experience in supporting financial firms through technological advancements, RFA recognizes that traditional IT and security measures are no longer adequate. As threats grow more sophisticated and regulatory frameworks become tighter, organizations can no longer rely on reactive or segmented IT responses. RFA’s newly launched platform addresses these challenges by embedding AI as a core component of its infrastructure.

Powered by the Titan platform, RFA’s services draw on AI agents that collaborate with the RFA team to streamline IT processes. These intelligent agents monitor system diagnostics, correlate data from various signals, and handle repetitive tasks within the ticketing system. Throughout this process, RFA’s engineers maintain oversight, ensuring the accuracy of AI-driven diagnoses and determining the best course of action, thereby retaining a human element in critical decision-making. This integration allows RFA to deliver services with greater consistency, faster resolution times, and proactive measures against potential IT and cybersecurity issues.

Revamped Customer Experience

In addition to its core AI services, RFA is unveiling a redesigned customer portal featuring a new security dashboard, instant chat for streamlined ticket submissions, and a more transparent billing overview. Together, these innovations establish a modern standard for managed services, ensuring clients receive the highest level of support and engagement.

Introducing Managed AI Services

In a move to enhance client capabilities, RFA is launching its Managed AI Services. This new offering facilitates safe and secure integration of AI technologies into various business operations. By establishing private and secure AI tools founded on reliable platforms like Claude and ChatGPT, RFA ensures that sensitive client data remains protected while maximizing the efficiency of document reviews and investment research.

The Managed AI Services include:

• - AI Roadmapping and Strategic Consulting: Assisting firms in navigating their AI integration journeys.
• - AI Implementation and Governance: Managing the deployment of AI tools effectively.
• - AI Usage & Cost Controls: Monitoring and controlling the expenses associated with AI applications.
• - Claude Connector and Skills Development: Aiding clients in using Claude effectively.
• - Custom AI Agent Development Services: Offering tailored AI solutions to meet unique organizational needs.

Enhanced Leadership

To guide RFA through this new era, including the new platform rollout, the company has bolstered its executive leadership team. David Andrade takes on the role of President, with Steve Schoener as Chief Operating Officer, Bill Ercolano serving as Chief Technology Officer, and Tim Kennedy as Chief Revenue Officer. Together, they bring over two decades of experience in building managed services for regulatory-compliant financial entities, ensuring a smooth transition into this AI-driven landscape.

About RFA and Titan

Founded in 1989 as Richard Fleischman & Associates, RFA has evolved into a vital technology partner for over 700 financial services firms managing more than $1 trillion in assets. In 2025, RFA joined forces with Titan, a company focused on revolutionizing the IT services industry through AI-driven automation and advancements.

With a commitment to driven innovation and improvement, RFA is set to continue delivering exceptional services, allowing its clients to thrive in a competitive financial landscape. For more information about RFA and its AI-driven initiatives, visit rfa.com.