IT and security for financial firms, under your brand.
Advisors, accountants, insurance agencies and lenders carry client financial data and regulators who expect it to be protected. Sell them managed IT and security under your brand. We deliver it.
Start with the customer's need.
Select a problem to see how a service conversation can begin.
- Safeguard client financial data Security for the devices, email and systems that hold account information.
- Meet regulatory expectations A written security program, multi-factor authentication and risk assessments, as rules like the FTC Safeguards Rule expect.
- Handle audits and vendor reviews Documentation ready when a regulator, carrier or partner asks.
- Stop email and wire fraud Email security and verification steps for money movement.
Safeguard client financial data
Security for the devices, email and systems that hold account information.
Service to scope: Cybersecurity. Review the environment and delivery boundary before proposing it.
- Safeguard client financial data
Security for the devices, email and systems that hold account information.
Service to scope: Cybersecurity. Review the environment and delivery boundary before proposing it.
- Meet regulatory expectations
A written security program, multi-factor authentication and risk assessments, as rules like the FTC Safeguards Rule expect.
Service to scope: Compliance & Risk. Review the environment and delivery boundary before proposing it.
- Handle audits and vendor reviews
Documentation ready when a regulator, carrier or partner asks.
Service to scope: Compliance & Risk. Review the environment and delivery boundary before proposing it.
- Stop email and wire fraud
Email security and verification steps for money movement.
Service to scope: Cybersecurity. Review the environment and delivery boundary before proposing it.
Client data and the rules that protect it.
Your financial services customers already trust you with their network. These are the problems they will pay you to solve next.
- Safeguard client financial data Security for the devices, email and systems that hold account information.
- Meet regulatory expectations A written security program, multi-factor authentication and risk assessments, as rules like the FTC Safeguards Rule expect.
- Handle audits and vendor reviews Documentation ready when a regulator, carrier or partner asks.
- Stop email and wire fraud Email security and verification steps for money movement.
Sold under your brand.
Delivered by our U.S.-based W-2 team, operating since 2007.
- Compliance & Risk
- Cybersecurity
- CISO as a Service
- Managed IT
Start with one customer.
Pick one financial services customer who asks you about IT or security. We will scope it with you.