Industries / 02
Reducing risk for financial services firms so they can focus on the clients who depend on them.
Security, compliance, and continuity for firms whose entire business is built on client trust.
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Industries / 02
Security, compliance, and continuity for firms whose entire business is built on client trust.
Financial services firms, from advisory and wealth management practices to community financial institutions, hold sensitive financial information that is highly attractive to cybercriminals. We provide the cybersecurity, IT infrastructure management, compliance support, disaster recovery, and cost discipline that let firms focus on their core mission: serving the clients and communities who trust them with their money.
Our protection is layered (firewalls, intrusion detection, endpoint security, and regular security audits and assessments) and monitored continuously, so potential issues are addressed before they disrupt your team's day or a client's confidence.
Every firm needs a disaster recovery and business continuity plan that minimizes downtime and safeguards client financial information through a natural disaster, cyber attack, or other disruption. We develop, implement, and test those plans, and provide ongoing support to keep them effective.
Layered defenses and continuous monitoring designed for firms holding client financial data.
Controls and evidence mapped to the regulatory expectations your firm operates under (SEC, FINRA, and state requirements among them) and to your cyber-insurance questionnaire.
Proactive monitoring and management of your entire environment, optimizing performance and minimizing disruption.
Plans that are developed, implemented, tested, and supported, not just filed.
Encrypted email, file sharing, and identity controls that protect client conversations without slowing them down.
Right-sized licensing and infrastructure so technology spend tracks the size of the firm.
Compliance we work in: SEC and FINRA cybersecurity expectations, state privacy regulations, and cyber-insurance underwriting requirements.
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