Customer and transaction data protection
Account details and transaction records are encrypted on laptops, servers and in transit. Access follows the job, with individual accounts, multi-factor sign-in and admin rights only where needed.
Financial services cybersecurity and IT support in South Florida
IT support for financial services firms across Miami-Dade, Broward and Palm Beach. Local engineers monitor your systems around the clock, keep customer data encrypted, filter email fraud before it reaches your staff and test your backups, so we find the problem before you do.
- Since 1996
- 24/7 monitoring
- 60+ organizations
IT for financial services starts with the data you hold
IT support for financial services means keeping the systems that hold money, account details and client records secure, available and documented. It combines financial services cybersecurity, uptime for transaction systems, tested backups and access control. SNATEK provides it from Cooper City for firms across South Florida.
Cybersecurity in financial services has to stop two kinds of damage: stolen records and stopped systems. One compromised inbox can redirect a payment, and one failed server can halt transfers. We watch for early signs of both, such as an admin account signing in at 3am or a backup that quietly failed, and an engineer fixes the cause before your staff or clients notice. It is part of our managed IT services and cybersecurity work across the industries we serve.
Protected
Customer and transaction data stays encrypted, behind multi-factor sign-in.
Available
Transaction and branch systems are monitored around the clock and fixed before work stops.
Provable
Logs, patch records and restore tests let an auditor or insurer start from records.
Financial services IT solutions: six areas we protect and run
Six areas cover most of what goes wrong at a financial firm. The same engineers look after all six.
Uptime for transaction and branch systems
Monitoring runs 24/7 across 100% of managed systems. A failing disk or dropped connection raises an alert an engineer acts on. Patching runs on a schedule, with an image backup first.
Email fraud and business email compromise
Fraudsters pose as a client or vendor and ask for a wire or new bank details. Filtering blocks targeted phishing, and simulated phishing teaches staff to spot the rest.
Backup and recovery for your records
A separate copy of your data sits out of an attacker’s reach, and a recovery plan says which systems return first. We test restores before you need one, so a failed server means a restore, not a surprise.
Vendor oversight
Business software, payment processors, internet providers and phone systems all touch your data. We list every outside vendor, check who can reach your systems and hold the support tickets.
Audit-ready records
Documentation, logs, patch records and restore results build up as we work, so an auditor’s or insurer’s questions are answered from records.
How a customer record is protected, from sign-in to backup
Cybersecurity for financial institutions works in layers, because no single control stops every attack. A client’s account details pass through five places in your firm, each with its own control.
- Sign-inMulti-factor and role-based
- EmailFraud and phishing filtered
- DevicesEncrypted and protected
- SystemsPatched and watched 24/7
- BackupsSeparate copy, restore-tested
One team watches all five around the clock, so a gap cannot open between two vendors. The watching is our managed detection and response service.
What PCI DSS, SOX and cyber insurance ask of your IT
Three requirements financial firms meet often, in plain terms. They overlap, so one set of controls answers most of them. Our compliance and cyber insurance work puts it in place, and a penetration test adds an outside view.
- Firewalls around systems that touch card data
- Vendor default passwords changed
- Stored card data protected, and encrypted across open networks
- Access limited by job, with unique IDs and multi-factor sign-in
- Anti-malware, patching, logging, testing and a written policy
- Access granted, changed and removed through an approved process
- Periodic checks of who can reach each financial system
- Changes recorded, approved and traceable
- Duties separated, so one person cannot request and approve a change
- Backups that run, restores that are tested, evidence kept
- Multi-factor authentication on email, remote access and admin accounts
- Endpoint detection and response on every device, watched 24/7
- Encrypted backups out of your network's reach, with tested restores
- Patching on a schedule, with unsupported systems retired
- Staff training, a written incident response plan and outside testing
IT support for accounting firms and financial advisors
Accounting firms and financial advisors hold their clients’ tax returns, statements and identity documents, often with no IT department. Managed IT services for accounting firms and advisors bring a help desk, monitoring and security for a fixed monthly fee.
Busy season raises the stakes: remote sign-ins, temporary staff and deadlines. We set up seasonal accounts and remove them when the work ends, run updates on a schedule and test your backups before the rush. A virtual CSO can own security if you have no security lead.
- Client files encrypted, with multi-factor sign-in
- Protection against fake client emails and payment requests
- Secure remote access for home and client sites
- Seasonal accounts set up fast and removed on leaving
- A help desk that already knows your software and your people
Financial services and customer-data work we have delivered
Three clients that depend on their systems to serve customers. Two have stayed more than 15 years. More are in our case studies.
Money transfer
Unitransfer USA & Haiti
International money-transfer datacenter
Unitransfer chose SNATEK to build and maintain its datacenters. We designed and implemented the infrastructure network across 4 locations to support its proprietary software.
Consumer products
Valerio Canez, Haiti
Securing customer information
Information security is a critical success factor for Valerio Canez, whose leadership has trusted SNATEK for over 20 years to protect its information systems.
Insurance
Lozano Insurance Adjusters
Cloud for insurance adjusters
Supported by SNATEK for over 15 years, with daily IT support and cloud migration for a modern network that helps adjusters serve clients and respond to disasters.
IT support for financial firms across Miami-Dade, Broward and Palm Beach
Our engineers work from Cooper City and support financial services firms in Miami, North Miami, Miami Gardens, Fort Lauderdale, Davie, Weston, Pembroke Pines, Hollywood, Deerfield Beach, Boca Raton and West Palm Beach, on site and remotely. We also support clients in Haiti and the Caribbean.
Financial services cybersecurity and IT support FAQs
What is IT support for financial services?
IT support for financial services is ongoing technology care for firms that hold money, account details and client records: help desk, monitoring, patching, backups, access control and security, plus the documentation an auditor or insurer asks for. SNATEK provides it for South Florida firms with 24/7 monitoring.
What does cybersecurity for financial services include?
Financial services cybersecurity works in layers, because no single tool stops every attack: managed Fortinet firewalls, encryption, multi-factor sign-in, endpoint detection and response, email filtering, staff training, 24/7 monitoring and tested backups. Our cybersecurity services put those layers in place and run them.
How do you protect us from business email compromise and wire fraud?
Business email compromise is fraud in which an attacker poses as a client, vendor or colleague to redirect a payment. Filtering blocks targeted phishing before delivery, multi-factor sign-in keeps a stolen password from opening a mailbox, and simulated phishing trains staff. Confirm payment changes by phone, using a number you already hold.
What do PCI DSS, SOX and cyber insurance require from IT?
PCI DSS covers how card data is stored, sent and accessed. SOX asks public companies to show control over the systems behind financial reporting: access, change approval and working backups. Insurers ask about multi-factor sign-in, endpoint protection, tested backups and an incident plan. See the checklists above and our compliance and cyber insurance page.
Can SNATEK make us PCI DSS or SOX compliant?
No provider can do that alone. Compliance depends on your policies and people as well as your systems, and your assessor, auditor or acquiring bank decides whether a control passes. We close technical gaps, monitor the controls and keep the records, so you go into an audit with evidence.
Do you offer managed IT services for financial institutions and advisors?
Yes. Managed IT services for financial institutions, advisors and accounting firms cover the help desk, monitoring, patching, backups and security for a fixed monthly fee, and 94% of tickets are resolved on first contact. Firms with IT staff can choose co-managed IT.
What IT support do accounting firms need during tax season?
Busy season brings remote sign-ins, temporary staff and hard deadlines, so the basics must hold: working backups, updates that do not interrupt the week, accounts for seasonal staff, encrypted client files and protection against fake client emails. We set these up before the rush.
How much do managed IT services for financial firms cost?
Price depends on the number of users and devices, the systems you run and any compliance requirements. We do not publish prices. A complimentary assessment shows what is in place and what is missing, and we quote after that, so you see the scope before you commit.
Related services
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