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Who We Serve

Our clients have exactly the same goal: to protect their businesses from cyber threats and regulatory missteps. 

They also, all have three other things in common:
  1. They all work in the financial services profession.

  2. They don’t want to leave protecting their businesses to chance.

  3. They are busy working with their clients.

Beyond this, they are all unique. 
  • They are different sizes, from solo practitioners to a team of dozens.

  • Some have a single location, others many more.

  • Some have moved entirely to the cloud, others have local servers.

  • Some are at small, boutique BD’s, others at the largest consolidated groups.

  • Some have standalone RIA’s, others don’t.

Is the strategy for protecting this wide range of financial professionals the same?  We don’t believe it is.  We believe “one-size-fits-all” security fits none.
Cyber Security Financial Advisors

Are we all things to all people?

Above, we mentioned 3 things all our clients have in common and even more things they don’t.  Over the years we have noticed other things our clients have in common when selecting us to help in protecting their business.
  • They are looking for a partner, not just a vendor.

  • They want to be able to speak with a knowledgeable person on the phone if they want.

  • They want someone that understands the challenges faced by an Independent Financial Professional.

  • They want someone that understands the specific security needs of their Broker-Dealer.

  • They’ve invested a lot of time and money building their business and want to protect that investment.

  • They believe cybercrime and cyber regulation is increasing, not decreasing.

  • They want to be able to tell their clients they are adopting industry best practices to protect them and not just implementing the minimum required.

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