Industries · Banking & Finance
Protect customer trust, stay audit-ready
Regulators, examiners, and customers all expect the same thing: financial data that stays protected, and proof that it does. We deliver the security program and the managed IT behind it — from community banks to large institutions.
Schedule a ConsultationWhy it matters
Banks, credit unions, investment firms, and wealth management companies operate under overlapping mandates — the GLBA Safeguards Rule, PCI-DSS, SOX, FINRA cybersecurity rules, and state privacy laws — while running systems customers depend on every day: core banking applications, customer portals, payment networks. Falling short on either side costs trust that is hard to win back.
Services for financial institutions
Security Assessments
Deep assessments that uncover vulnerabilities in core banking applications, customer portals, and payment networks — with audit-ready documentation.
Learn moreFramework Consulting
GLBA, PCI-DSS, SOX, FINRA, and NIST CSF requirements translated into technical controls your team can implement and an examiner can verify.
Learn moreManaged IT Services
24/7 US-based monitoring, endpoint protection, patch management, and incident response — compliance-driven from the ground up.
Learn moreCloud & Infrastructure
Hybrid and private cloud architectures with encryption, MFA, logging, and identity management built in from the start.
Learn morePolicy Development
Data security, incident response, vendor management, and business continuity documentation that satisfies examiners.
Learn moreOur approach
- 01
Discovery & Gap Assessment
Your environment mapped against GLBA, PCI-DSS, and the frameworks your regulators expect — gaps identified in systems, controls, and documentation.
- 02
Roadmap Development
A Do Now / Do Next / Do Later plan that closes the highest-risk gaps first and schedules structural work around exam cycles and operations.
- 03
Remediation & Implementation
Controls, segmentation, and monitoring implemented with operational continuity in mind — customer-facing systems stay up while security goes in.
- 04
Ongoing Management
24/7 monitoring, patch management, policy reviews, and the control mappings, incident response plans, and monitoring reports that keep you exam-ready.
Frequently asked questions
What does the GLBA Safeguards Rule require from us?
A written information security program with real technical controls behind it — risk assessments, access controls, encryption, monitoring, and incident response. We build the program and run the controls, with documentation an examiner will accept.
Can you help with PCI-DSS?
Yes — secure network design, encryption, and access controls for cardholder data, plus the ongoing work that keeps certification current instead of a once-a-year scramble.
How do you prepare us for audits and exams?
With risk assessments, policies, control mappings, incident response plans, and monitoring reports maintained as living documents — so exam prep is a review, not a rebuild.
We're a small community bank. Is this overkill?
No — the regulations don't scale down, so the program shouldn't either. Our engagements scale from community banks and credit unions through large institutions; you get the controls you need at a size that fits.
Is your support US-based?
Entirely. No offshore support — which matters for GLBA, state privacy compliance, and your own vendor management requirements.
Ready to be exam-ready year-round?
Start with a security assessment mapped to GLBA, PCI-DSS, and the frameworks your examiners use — and know your gaps before they do.
Schedule a Consultation