The financial services industry is not monolithic, and neither are its technology requirements. A registered investment advisory firm, a CPA practice, a mortgage brokerage, and an independent insurance agency all sit under the same broad industry umbrella. But they have different software stacks, different regulatory obligations, different client communication workflows, and different cybersecurity risk profiles. (more…)

Financial services firms require IT support that understands the unique demands of the industry. Account numbers, tax identification information, investment portfolios, estate plans, social security numbers, and decades of personal financial history flow through your systems every single day. That data is extraordinarily valuable to cybercriminals — which is why dedicated IT support for financial services is not optional. It is essential. (more…)