Industries · Finance
Cybersecurity for financial services firms.
Account takeover and wire fraud start with a compromised login. We help secure the accounts, devices, and people behind every transaction.
Finance
Stop fraud before money moves.
Wealth managers, insurance agencies, lenders, and other financial firms move money and hold sensitive client data. Attackers go after the people and logins behind those transactions, and regulators and clients expect you to show how you protect them.
Risks we see
What attackers go after.
Account takeover
A stolen email or banking login lets an attacker watch conversations and step in at exactly the right moment.
Wire and payment fraud
Convincing requests to change payment details or send urgent transfers, sometimes backed by AI-generated voices.
Client data exposure
Account numbers, statements, and identity documents spread across email, file shares, and laptops.
Third-party and vendor access
Custodians, CRMs, and outside IT all connect to your systems and can widen the attack surface.
How we help
What we put in place.
- Training on payment fraud, verification habits, and impersonation scams
- Managed detection and response on every device, monitored 24/7
- Account security reviews with strong multi-factor sign-in
- Documentation that supports your security program and client due diligence
Example: detecting a suspicious sign-in before an attacker can request a wire transfer.
Recommended services
Where financial services firms usually start.
Security Awareness Training
Most breaches start with a click. Short, practical training and realistic phishing simulations help your team spot and report threats.
Learn more about Security Awareness TrainingManaged Endpoint Detection & Response
Every laptop, desktop, and server monitored around the clock by a security operations center that investigates and contains threats.
Learn more about Managed Endpoint Detection & ResponseAI Security
Adopt AI tools without exposing client data. We assess AI risk, write your acceptable-use policy, find unapproved AI use, and test AI-powered apps.
Learn more about AI SecurityQuestions
Common questions.
01Can you help with the FTC Safeguards Rule or other requirements?
We help you put practical safeguards in place and document them, which supports your obligations. We don't provide legal or regulatory advice.
02How do we stop fraudulent wire requests?
The strongest defense is a simple verification habit, like calling back on a known number, backed by training and protected email accounts. We help you put all three in place.
03Do you work with our custodian or IT provider?
Yes. We focus on security and work alongside the platforms and support you already use.
Let’s get started
Protect your firm.
Tell us a little about your business. We’ll reply within one business day.
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