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    Financial Services

    Protect Client Assets.
    Protect Client Trust.

    Fractional CTO & CISO leadership for financial services firms that need executive-level technology security and multi-framework compliance — without adding to headcount.

    Financial Services Face Unique Pressures

    Regulators, insurers, and clients all demand proof that your technology and security programs meet the highest standards.

    Multi-Framework Compliance

    SOC2, NIST, PCI-DSS, state regulations — financial services firms operate under overlapping compliance frameworks that demand coordinated security programs.

    Cyber Insurance Requirements

    Insurers are raising premiums and tightening requirements. Without documented controls, incident response plans, and regular assessments, coverage gaps can be catastrophic.

    Client Trust Depends on Security

    Your clients entrust you with their most sensitive financial data. A single breach doesn't just cost money — it destroys the trust that took decades to build.

    Vendor Risk Is Your Risk

    Fintech tools, payment processors, cloud platforms — every vendor in your supply chain extends your attack surface and compliance obligations.

    Security Leadership Built for Finance

    Multi-Framework Compliance

    Unified compliance program management across SOC2, NIST, PCI-DSS, and state regulations — with controls mapped to eliminate redundant audit work.

    Continuous Risk Monitoring

    Senticit Score™ quarterly assessments track your risk posture over time, with peer benchmarks specific to financial services organizations.

    Audit Preparation & Support

    AI-assisted evidence collection, policy generation, and audit coordination. We prepare your organization and represent you during auditor walkthroughs.

    Data Protection & Encryption

    End-to-end encryption, access controls, DLP policies, and secure data handling procedures for client financial data and PII.

    Board & Investor Reporting

    Quarterly Technology Risk Briefs that communicate security posture, compliance status, and risk trends in language your board and investors understand.

    Vendor Risk Management

    Objective vendor security assessments, contract review, SLA monitoring, and risk scoring for your entire fintech and service provider ecosystem.

    Compliance Frameworks We Manage

    SOC2 Type I & II

    Trust Service Criteria implementation, controls testing, and auditor coordination

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    NIST CSF

    Cybersecurity Framework implementation, risk management, and maturity assessments

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    ISO 27001

    Information security management system implementation and certification preparation

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    PCI-DSS

    Payment card data security standards for firms processing financial transactions

    Secure Your Firm's Technology Foundation

    Take the free Radar™ assessment to benchmark your security posture against peer financial services organizations.

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