IT Support for Financial Services Firms
Built for firms where a security gap or an hour of downtime has real financial and regulatory consequences.
Why financial services IT is different
Firms in financial services carry recordkeeping and data retention obligations that most small businesses don’t, along with a level of regulatory scrutiny that makes a security incident a lot more than an inconvenience. Wire fraud and business email compromise specifically target firms that move client money, and client confidentiality expectations run high. Systems also need to stay up during market hours, not just during business hours in general.
What we set up for financial services firms
- Encrypted email and secure file sharing for sensitive client and transaction data
- Wire transfer verification procedures and staff training to reduce fraud exposure
- Access controls and audit logging across systems that handle client data
- Backups aligned with your firm’s data retention requirements
- Monitoring built around uptime during market hours, not just standard business hours
Where we work with financial services
Based in NYC, with the same approach extended to Boston, Philadelphia, Tampa, Orlando, Miami, and West Palm Beach. Day to day support runs remotely wherever you are. See how that works in more detail.
Built for Financial Services
Every industry carries different risk. Here’s what we prioritize for financial services specifically.
- Encrypted email and secure file sharing for sensitive client and transaction data
- Wire transfer verification procedures and staff training to reduce fraud exposure
- Access controls and audit logging across systems that handle client data
- Backups aligned with your firm’s data retention requirements
- Monitoring built around uptime during market hours, not just standard business hours
Frequently asked questions
Do you help with regulatory recordkeeping requirements?
We set up backup, retention, and access-logging systems that support your compliance obligations. Your compliance officer or counsel should confirm the specific requirements that apply to your firm.
Do you help prevent wire fraud?
Yes. Business email compromise targeting wire transfers is a well-documented risk for financial firms. We set up email security, verification procedures, and staff training to reduce that exposure.
Can you support our trading or client portal uptime needs?
Yes. We monitor and prioritize systems that need to stay up during market hours, and plan maintenance windows around that.
Do you work with compliance officers directly?
Yes. We’re glad to loop in whoever on your team owns compliance, so IT decisions and regulatory requirements stay in sync.