Finance
Technology that holds up under scrutiny, and under deadline
Accountancy practices, brokers, wealth managers and finance teams work to hard deadlines with information other people would very much like to get hold of. We help organisations find practical, evidenced ways to keep that information safe without slowing the work down.
- Typical size
- 10 to 300 people, often with a head office and satellite branches.
- What's usually at stake
- Client money and data, regulatory obligations, and immovable filing deadlines.
- Most common starting point
- Access control, email protection and a backup you've actually tested.
- Frequent trigger
- An audit, an insurance renewal, or a near-miss with a fraudulent invoice email.
At a glance
What we hear in this sector
Different organisations, same conversations. If any of these sound familiar, you're in good company.
“Someone tried to change our bank details by email. We caught it, but only just.”
“Our insurer's questions got a lot harder this year and we couldn't answer several of them.”
“Nothing can go wrong in January. That's the whole conversation.”
What matters most in finance
Security here isn't about fear, it's about confidence. Good controls let you get on with the work and answer awkward questions calmly when they come.
Email is the front line
Invoice fraud and impersonation attempts are routine in finance. Sensible email protection, clear payment verification habits and staff who know what to look for stop most of it before it becomes a problem.
Evidence, not assurances
Regulators, insurers and clients increasingly want proof rather than promises. Doing the work is only half of it - being able to show it happened is what shortens the conversation.
Peak season resilience
Year end, tax deadlines, renewals. There are weeks where an outage is genuinely serious, so maintenance and change work should be planned around them, not into them.
Access that reflects the role
Not everyone needs access to everything. Tidying up permissions, admin rights and leaver processes reduces both risk and the awkward questions about who could see what.
Restores that have been proven
A backup nobody has tested is a hope, not a plan. Knowing how long a restore takes, and having done one recently, changes how an incident feels.
Where organisations here usually start
We'll tell you honestly what's worth doing first, and what can wait until next year's budget.
- 01
Understand the obligations
What you're regulated for, what your insurer expects and what clients ask. That shapes the order of everything else.
- 02
Close the obvious doors
Multi-factor authentication, email protection, admin rights and leavers. The unglamorous work that removes most of the easy routes in.
- 03
Prove the recovery
Test a restore, including Microsoft 365 data, and write down realistic recovery times people can plan around.
- 04
Build the evidence pack
A tidy record of what's in place, so audits and questionnaires stop being a scramble every time.
How we help finance firms
We help organisations find long-term, workable solutions rather than selling the largest possible security stack. In finance that usually means getting a short list of practical controls properly in place, evidenced and maintained - then reviewing them as the business changes.
Progress matters more than perfection. Most firms we speak to don't need everything a compliance framework mentions; they need the handful of things that reduce meaningful risk, done properly, and an honest view of what's left.
We'll also tell you when something isn't worth it. Advice you can trust is more useful than advice driven by a sales target.
- Multi-factor authentication across email and key systems
- Email protection tuned for impersonation and invoice fraud
- Backups covering Microsoft 365, with restores tested
- Clear joiner, mover and leaver process with a record of changes
- Awareness training your team won't resent sitting through
- Straightforward answers for insurers, auditors and clients
Questions people ask us
We're not compliance consultants, and we won't pretend to be. What we do is help you put the technical controls behind those obligations in place, keep them working and produce the evidence when someone asks. Where a question is genuinely a compliance one, we'll say so and point you to the right help.
Start with a conversation, not a proposal
Get an IT health check that reviews your support, security and Microsoft setup, then gives you a short, prioritised list of what's worth doing.