Banking & Financial Services

Cybersecurity forBanks & Financial Advisors

SEC & FINRA-compliant security solutions for banks, credit unions, wealth management firms, and financial advisors.

Industry Challenges

Common Technology Challenges in Finance

Finance organizations face unique technology challenges that require specialized solutions

SEC & FINRA Compliance

Meeting strict regulatory requirements for data retention, client information security, and electronic communications archiving.

Financial Account Security

Preventing business email compromise, account takeovers, and sophisticated identity-based attacks targeting financial institutions.

Client Data Protection

Safeguarding highly sensitive client financial records, investment data, and personal information from data breaches and exfiltration.

Our Solutions

Tailored IT Solutions for Finance

Technology solutions designed specifically for the needs of finance organizations

EmailGuard & NetShield

Comprehensive protection for your Microsoft 365 environment and network infrastructure against sophisticated financial attacks.

  • Advanced BEC protection
  • Zero Trust security implementation
  • Financial staff credential protection
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DeviceShield & InfraCore

Comprehensive endpoint and server management that meets strict regulatory requirements for banks and financial advisors.

  • Enterprise EDR for financial workstations
  • 24/7 financial systems monitoring
  • Compliance-focused patch management
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WebCare & AdvisorPro

Strategic technology guidance and secure website management designed specifically for financial institutions.

  • Financial regulatory expertise
  • Secure hosting with daily backups
  • Compliance-focused planning
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Benefits

How Finance Organizations Benefit

Specialized IT solutions deliver tangible advantages for your finance organization

Simplified Compliance

Meet regulatory requirements more easily with technology infrastructure designed for financial compliance.

Improved Client Trust

Strengthen client relationships with secure, reliable systems that protect sensitive financial information.

Operational Resilience

Minimize disruptions and maintain business continuity with robust systems designed for financial operations.

FAQ

Finance IT QuestionsCommon Questions Answered

Common questions about IT solutions for finance organizations

EmailGuard provides Identity Threat Detection and Response (ITDR) security that protects your Microsoft 365 environment from sophisticated attacks targeting financial institutions. It detects credential theft attempts, prevents account takeovers, identifies business email compromise (BEC) attempts, and monitors for malicious OAuth apps that could compromise financial data. This multilayered approach is essential for banks and financial advisors who are prime targets for email-based attacks.

NetShield implements Zero Trust network security principles that help financial institutions meet regulatory compliance requirements. Our enterprise-grade firewalls with Zero Trust implementation provide advanced network monitoring and intrusion prevention. The secure network segmentation ensures sensitive financial data is protected according to regulatory standards, while DNS-based security with 'Don't Talk to Strangers' technology prevents communication with malicious domains that could compromise compliance.

DeviceShield provides comprehensive endpoint protection specifically configured for financial services workstations. It includes 24/7 proactive monitoring of all devices, enterprise-grade antivirus/antimalware with EDR security to detect sophisticated financial malware, automated OS and application updates to patch security vulnerabilities, and Microsoft 365 administration optimized for financial compliance. This comprehensive approach ensures that financial staff workstations remain secure and compliant.

Our AdvisorPro Virtual CTO services are tailored for financial institutions with specialized knowledge of SEC, FINRA, and other regulatory requirements. We provide strategic technology planning that considers both business growth and compliance needs, IT budget development aligned with regulatory requirements, vendor evaluation with a focus on compliance compatibility, and cybersecurity strategy development specialized for financial threats. This ensures your technology decisions support both your business goals and regulatory obligations.

InfraCore provides comprehensive server and storage management essential for financial business continuity. It includes 24/7 monitoring of physical and virtual environments to prevent downtime, hypervisor monitoring optimization for financial systems, automated server patch management to address security vulnerabilities quickly, regular security vulnerability assessments to maintain regulatory compliance, and disaster recovery planning designed to meet financial industry standards for business continuity.

What Our Clients Say

Client Testimonials

Don't just take our word for it—hear from our satisfied clients

RD

Robert Davis

Davis Accounting

"Since switching to honesty.co's services, our systems run significantly better and we haven't had any downtime. Their team is responsive and always helpful when we need assistance."

JM

Jennifer Miller

Coastal Boutique

"Our business has been running flawlessly since honesty.co took over our IT management. They've helped us optimize our technology and increase our productivity with their technical expertise."

MT

Michael Thompson

Thompson Legal

"We've been using honesty.co for over two years now. The peace of mind knowing our technology is secure and professionally managed is invaluable. Their response time to any issues is exceptional."

Secure Your Financial Institution

Let's discuss how our specialized cybersecurity solutions can protect your bank, credit union, or wealth management firm while ensuring SEC and FINRA compliance.