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FOR FINANCIAL SERVICES FIRMS

IT you can evidence to your clients, your regulator and your insurer.

Advisers, wealth managers and financial services firms are trusted with client money and data. ITbuilder provides the secure, resilient and well-documented IT that stands up to scrutiny.

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The shape of IT in financial services

Financial services firms are built on trust. Client records, portfolios, identity documents and payment details have to be protected, access has to be controlled and auditable, and the firm has to show it can keep operating through an incident. Regulatory expectations around operational resilience, data protection and outsourcing mean that IT decisions are also compliance decisions.

Many of the firms we support are independent advisers, wealth managers, brokers and lenders with small teams and a handful of specialist platforms, from CRM and back-office systems to custodian and product portals. Without dedicated support the usual risks are over-privileged access, unmanaged devices, patchy security on remote working, and little documentation to hand when a regulator, a client or an insurer asks how data is protected.

What we typically run for a financial services firm

  • Secure Microsoft 365 with multi-factor authentication, conditional access and data-loss controls.
  • Managed endpoint protection and patching on every device that touches client data.
  • Integration and support for adviser CRM, back-office and platform portals.
  • Cyber Essentials Plus and ISO 27001-aligned controls, documented and evidenced.
  • Backup, disaster recovery and continuity planning, tested on a schedule.
  • Security monitoring, awareness training and phishing simulation for your people.

Case study

Enver-Kannur-ADPL

[Client name]

[Headline result, e.g. 100% of advisers working securely from anywhere]

[Placeholder quote: ITbuilder gave us the confidence to show our regulator, our insurer and our clients exactly how their data is protected, and we know someone is looking after it every day.] [Contact name], [Job title], [Company name]
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enver-kannur

 

The leadership team knew that moving to the cloud was essential — but they also recognised that choosing the right IT partner would be just as important as choosing the right technology.

 

Enver Kannur, Owner

enver-kannur

 

The leadership team knew that moving to the cloud was essential — but they also recognised that choosing the right IT partner would be just as important as choosing the right technology.

 

Enver Kannur, Owner

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What good looks like

  • Access to client data is controlled, logged and regularly reviewed.
  • You can show a regulator, insurer or client exactly how data is protected, on request.
  • A tested recovery plan means an incident is an inconvenience, not a crisis.
  • Advisers work securely from anywhere, on devices you can trust.
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Talk to people who understand regulated firms.

A short conversation with a senior ITbuilder consultant about security, resilience and the evidence your firm needs.

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