Financial & Insurance

IT Support for Financial & Insurance Industry

Regulatory compliance, cybersecurity, and ongoing management of a secure IT system are necessary for today’s successful financial institutions. Security and compliance are not one-time investments, but rather a combination of policies, technologies, training, and reporting that must be maintained in order to be effective in meeting compliance requirements and keeping client data safe.

Many financial firms are considering the need or evaluating the effectiveness of an Information Security Officer (ISO). The challenges for an ISO are complex, and often require a solid, yet flexible plan to achieve the goals of the institution and the regulations in play.

Our team leverages our expertise in Network Security and Cloud Computing to meet the needs of an ISO or supplement the security capabilities of an existing IT department. We work a wide variety of firms in the financial industry, including:

  • Brokerage Firms
  • Capital Investment Firms
  • Financial Planning
  • Insurance
  • Wealth Management

Keeping up with security standards while protecting the company’s systems from ever-changing cyber-security threats can be a challenge. Our security-focused services and solutions for the financial industry help to address compliance requirement such as:

  • GLBA
  • NIST

Choosing the Right IT Security Partner

Most financial firms know they must keep their customer data safe, however many lack the resources or expertise to ensure this goal is accomplished.

Even if you have an information security officer (ISO) or an IT department, many firms rely upon the services of a trusted Managed Services Provider (MSP) to deliver the analysis, guidance, technical expertise, and ongoing security management demanded by the industry’s compliance requirements.

That’s why analysis, policy implementation, and robust security services are at the forefront when we work with financial firms. We’ll guide you through the process, establishing the proper training and policies, deploying and supporting the technology you need, and providing the ongoing management your firm needs.

Policy Roadmap

  • Risk Analysis & Remediation
  • Policy Gap Analysis & Policy Creation
  • Security Incident Procedures


Technical Roadmap

  • Vulnerability Scanning & Remediation
  • Network Security Solution Implementation
  • Security & Network Monitoring
  • Data Loss Prevention & Encryption
  • Physical Access Control & Video Surveillance


Ongoing Management

  • Reviews & Reporting
  • Security Awareness Training
  • Security Incident Response

Key Solutions for the Finance Industry

To support these goals, we’ve assembled some key offerings to solve the network security and overall IT challenges posed by today’s complex regulations. More than just a group of products, our team of certified engineers will help transform your IT security operations into a flexible, scalable platform and apply our compliance-focused methodologies to keep your financial firm on track.

  • Security Risk Assessments
  • Network Vulnerability Testing
  • Security Awareness Training
  • Identity Management
  • Data Loss Prevention
  • Managed Firewalls
  • Managed Anti-virus/Anti-malware
  • E-Mail, File, and Disk Encryption
  • E-Mail Filtering & Compliance-Level Archiving
  • Mobile Device Management
  • Cloud Desktops & VDI
  • Secure Cloud File Sharing
  • Cloud Backup & Disaster Recovery

Speak with a Consultant Today

 Get started today by requesting a meeting or phone call with one of our experienced consultants to discuss your IT needs.