Financial Services
Financial firms are trusted with money and data, and attackers know it. We help advisory firms, lenders, agencies, and finance teams work faster while meeting the safeguards their clients and regulators expect.
Financial services firms handle sensitive personal and financial information, move money, and operate under privacy and safeguarding rules such as the FTC Safeguards Rule or SEC Regulation S-P, depending on the firm. They are also prime targets for email compromise and payment fraud.
Security is where we usually start. That means MFA, access reviews, encrypted devices, tested backups, incident response plans, and payment verification procedures that stop wire fraud. For firms that need it, we help implement and document the safeguards behind a written information security program.
IVOKER can take on the coordination work around client service, such as gathering documents, preparing drafts, and organizing follow-ups, with approval before anything is sent. PursuitBid gives finance teams and advisers a structured way to plan budgets, forecasts, and cash for a business, and data engineering brings client and account records into reports that reconcile.
What makes financial services different
Regulated client data
Privacy and safeguarding rules require documented controls over how client information is stored, accessed, and shared.
Wire and payment fraud
Attackers impersonate clients and vendors to redirect payments, often through compromised email.
Document-heavy client service
Onboarding, reviews, and applications involve many documents and follow-ups.
Numbers that must reconcile
Reports to clients, boards, and regulators must tie back to source records.
How we help financial services businesses
Cybersecurity for financial services firms
Implement the safeguards financial firms need, including MFA, encryption, access reviews, monitoring, incident response, and wire fraud controls.
See how it works →DATAClient and account data for financial firms
Consolidate client, account, and transaction records into a validated model with reports that reconcile to source systems for financial firms.
See how it works →Applied AIIVOKER for financial services firms
Use IVOKER to gather client documents, prepare review packets, and draft follow-ups for advisory and lending teams, with approval before anything is sent.
See how it works →Financial planningPursuitBid for finance teams and advisers
Give finance teams and business advisers a structured workspace for budgets, rolling forecasts, 13-week cash, scenarios, and traceable reports.
See how it works →Frequently asked questions
Can you help us meet the FTC Safeguards Rule?
We help implement and document technical safeguards such as MFA, encryption, access controls, monitoring, and incident response. Your firm remains responsible for its compliance program.
Can IVOKER be used with client information?
Each firm's information is scoped to that firm, connections require consent, and mail needs approval before sending. Review it against your obligations in a demo.
How do we stop wire fraud?
Verify every change to payment instructions by phone using a known number, require two approvers for large transfers, and protect mailboxes with MFA.
Let’s talk about your financial services business.
Tell us what needs to work better. We reply within one business day with a clear next step.