Industry
Financial services
In financial services, "we have backups" is not an answer — an examiner wants to see the retention configuration, the access review sign-off, and last year’s recovery test results. The technical work is ordinary; producing evidence that satisfies scrutiny is what defines the engagement.
- Immutable retention aligned to record-keeping requirements
- Access reviews with documented approver sign-off
- Disaster recovery testing with measured, written results
- Security posture assessment against examiner expectations
- Privileged access separation and audit logging
- Evidence packaged for auditors, examiners, and insurers
What we deliver
Recovery you can evidence
Backup and disaster recovery designed so the documentation is a by-product rather than an afterthought.
- Immutable repositories isolated from production Active Directory
- Retention mapped explicitly to record-keeping obligations
- Recovery objectives agreed per system with leadership and costed
- Annual recovery testing with observed recovery time and recovery point
- Written test reports suitable for examiners and auditors
Access control and governance
Who has access to what, why, and who approved it — with a paper trail.
- Privileged access tiering and administrative account separation
- Access review cycles with documented approver sign-off
- Multi-factor authentication and conditional access coverage
- Joiner, mover, leaver process design and automation
- AWS IAM and Azure RBAC entitlement review against least privilege
Security posture
Assessment against the standards your examiner and your insurer are actually applying.
- Microsoft 365 and Entra ID security posture assessment
- Cyber insurance questionnaire mapped to concrete findings
- Microsoft Defender and SIEM deployment with retained logging
- Vulnerability management with prioritization and closure evidence
- Authorized penetration testing with remediation and retest
Core infrastructure
The platforms underneath core banking, lending, and financial applications.
- Server, storage, and virtualization platform refresh
- High-availability design for systems with low downtime tolerance
- Database platform infrastructure support and migration
- Network segmentation and firewall policy lifecycle
- Data center and disaster recovery site build-out
Questions
What people ask
Financial services — questions
Can you produce documentation our examiner will accept?
That is the point of how we scope this work. Recovery testing produces a written report with observed recovery times, gaps against stated objectives, and remediation actions. Access reviews produce sign-off records. Security assessments produce findings mapped to specific configuration. Examiners want artifacts, so artifacts are named deliverables in the statement of work.
How often should disaster recovery be tested?
Annually at minimum for most institutions, and after any material infrastructure change. Many of our financial services clients run it as a retained annual engagement, which keeps the evidence current and means the test is scheduled rather than triggered by an examination notice.
Do you work with credit unions as well as banks?
Yes. Credit unions and community banks are a natural fit for this model — the regulatory expectations are substantial while internal IT teams are often small, which is exactly the gap specialist project and assessment work fills.
Our core processor handles some of this. Where do you fit?
Around them. Core processors typically cover the core platform and its recovery, leaving everything else — network, identity, endpoints, Microsoft 365, file data, and the segmentation between all of it — as your responsibility. That surrounding estate is usually where an assessment finds the material gaps.
Other industries
Working in financial services?
Tell us the environment and the constraint you are working around. Sector context shapes the answer more than most vendors admit.