Cybersecurity for
Financial Services
Your financial services firm handles the most sensitive data your clients have — their money, their tax records, their financial future. Protect it all with 24/7 monitoring and enterprise-grade security.
Why Financial Services Firms
Are a Prime Target
Financial services firms are disproportionately targeted because they hold what attackers want most — money and financial data. BEC targeting wire transfers is the most costly form of cybercrime, and small financial firms are hit hardest because they lack dedicated security teams. Ransomware can lock client records and accounting systems, creating both operational and compliance crises. Client trust is the foundation of financial services — a breach doesn't just cost money, it costs relationships.
Cyber Unit protects financial services firms with the same enterprise-grade security that Fortune 500 companies use — without the Fortune 500 price tag. We secure your email, protect devices across offices and remote locations, train your team to spot scams, and monitor everything 24/7. And because security is tightly integrated with our Managed IT Services, there are no gaps between your IT support and your security team — because we're both. Take our free security assessment to see where your firm stands.
Wire Fraud Protection
Stop BEC targeting wire transfers, payment instructions, and client correspondence.
Endpoint Security
Protect devices used by advisors, accountants, and staff across offices and remote locations.
Integrated with IT
Security and IT work together. Faster response, complete visibility, seamless coordination.
What's Included in Our
Cybersecurity Services
Multi-layered security that addresses today's most common attack vectors — from endpoints and email to employee awareness and incident response.
Computer Security (EDR/MDR)
Advanced endpoint protection powered by SentinelOne. Every device is monitored 24/7 by our Security Operations Center for threats, ransomware, and malicious activity.
- Endpoint Detection & Response (EDR)
- Managed Detection & Response (MDR)
- 24/7 SOC monitoring
- Ransomware protection
Email Security
Protect your inbox from phishing, malware, and business email compromise. Works with Google Workspace and Microsoft 365 to stop threats before they reach employees.
- Phishing prevention
- Malware blocking
- Zero-day protection
- Suspicious activity alerts
Security Awareness Training
Turn your employees into your first line of defense. Engaging training courses and realistic phishing simulations keep security top of mind.
- Interactive training courses
- Ongoing phishing simulations
- Completion tracking
- Risk scoring by employee
Vulnerability Management
Unpatched software is a leading cause of breaches. We automatically patch operating systems and third-party applications to close security gaps.
- Automated OS patching
- Third-party app updates
- Patch scheduling
- Update monitoring
Incident Response
When a security event happens, every second counts. Our team responds rapidly to contain threats, minimize damage, and get you back to business.
- Rapid threat containment
- Root cause identification
- Remediation support
- Post-incident review
Security Assessment
Know exactly where you stand. Our comprehensive security assessment identifies vulnerabilities, evaluates risks, and provides a prioritized roadmap for improvement.
- Full vulnerability scan
- Security gap analysis
- Third-party risk review
- Detailed findings report
Your Path to
Security Confidence
We've protected 500+ businesses using the same battle-tested methodology. No guesswork, no gaps — just a clear roadmap to peace of mind.
Security Assessment
Know exactly where you stand
We analyze your entire IT environment — systems, applications, access controls, and third-party risks. You receive a risk-prioritized findings report showing exactly what needs attention.
- Full vulnerability scan
- Security gap analysis
- Third-party risk review
- Prioritized findings report
Security Optimization
Address gaps, reduce risk
We remediate identified vulnerabilities and implement security controls based on risk priority. Your security posture improves measurably — and we prove it.
- Risk remediation
- Security controls deployment
- Third-party risk mitigation
- Measurable improvement
Business Resilience
Stay protected, stay ahead
Security isn't a one-time project. Your dedicated account manager ensures ongoing protection through monthly reports, quarterly business reviews (QBRs), and continuous threat intelligence.
- Monthly security reports
- Quarterly business reviews
- Ongoing threat intelligence
- Dedicated account manager
Security That Works
With Your IT — Not Against It
Most security providers operate in a silo. They protect your systems but can't fix them. When something goes wrong, you're caught between vendors. Cyber Unit is different — we combine security and IT expertise under one roof.
Integrated Security & IT
Our security team knows your IT environment because they work with your IT team — or are your IT team. One team, complete visibility.
Faster Incident Response
When we detect a threat, we don't just alert you — we contain and remediate it. Security and IT working together means faster recovery.
Strategic Reporting
Monthly security reports and quarterly QBRs keep you informed. Your dedicated account manager translates security data into business insights.
AI + Human Expertise
AI detects threats instantly. Human analysts investigate and respond. You get the speed of automation with the judgment of experts.
- Security siloed from IT
- Alerts without action
- Generic security products
- Per-incident billing
- No strategic guidance
- Security + IT under one roof
- Detection and remediation
- Solutions tailored to your business
- Predictable monthly pricing
- Dedicated account manager
Financial Services Firms We
Work Best With
If your firm handles client financial data, processes transactions, and has employees working across offices and remotely — you're exactly who we built this for.
Accounting & Bookkeeping
Protecting client financial records, tax data, and payroll information from breaches, ransomware, and email fraud targeting your firm.
Insurance Brokerages
Securing client policies, claims data, and commission records across your brokerage — whether your team works from the office or remotely.
Financial Advisors & Mortgage Brokers
Protecting investment data, loan applications, and client communications from BEC attacks and unauthorized access.
Any Size Financial Firm
From a 5-person practice to a 100-employee brokerage, we protect financial services firms with enterprise-grade security without enterprise complexity.
Cybersecurity for Financial Services
FAQ
Why do financial services firms need cybersecurity?
Financial services firms handle client financial data, transaction records, tax information, and investment details — the most valuable data on the black market. BEC attackers impersonate clients, partners, or executives to redirect wire transfers and payments. Ransomware can lock client management systems, accounting platforms, and communication tools, halting operations and eroding client trust.
How does Cyber Unit protect financial firms from email fraud?
Email security stops BEC attacks targeting wire transfer requests, client correspondence, and payment instructions. Security awareness training teaches advisors, bookkeepers, and staff to verify financial requests. Protection for Microsoft 365 and Google Workspace ensures your communication platforms are hardened against phishing and impersonation.
Can Cyber Unit protect devices used by financial professionals?
Yes. Endpoint protection covers laptops, desktops, tablets, and phones used by advisors, accountants, and office staff. Every device is monitored 24/7 for threats — whether it connects at the office, client sites, or home offices. We also help secure cloud-based tools like accounting platforms, CRM systems, and document management software.
What size financial services firms does Cyber Unit serve?
Financial services firms with up to 100 employees — accounting firms, bookkeeping practices, insurance brokerages, mortgage brokers, and financial advisory firms. Enterprise-grade security without enterprise complexity, designed for the way financial professionals actually work.
What cybersecurity services does Cyber Unit offer?
We offer comprehensive cybersecurity including Computer Security (EDR/MDR with 24/7 SOC monitoring), Email Security for Microsoft 365 and Google Workspace, Security Awareness Training, Vulnerability Management, Mobile Security, Network Security, Cloud Security, Security Assessments, and Incident Response. All services are backed by AI-powered threat detection and human expert analysis.
What is EDR and MDR?
EDR (Endpoint Detection & Response) monitors your devices for threats and suspicious behavior. MDR (Managed Detection & Response) adds 24/7 human analysis by security experts who investigate alerts and respond to real threats. Cyber Unit provides both, powered by SentinelOne and backed by our Security Operations Center.
How does your security assessment process work?
Our proven methodology follows three phases: (1) Assessment — we analyze your IT environment and produce a risk-prioritized findings report. (2) Optimization — we remediate identified risks and strengthen your security posture. (3) Resilience — ongoing protection with quarterly reviews, monthly reports, and a dedicated account manager.
Do you protect Microsoft 365 and Google Workspace?
Yes. Our email security solutions integrate directly with Microsoft 365 and Google Workspace to protect against phishing, business email compromise, and malware. We also configure security settings and multi-factor authentication to harden your cloud environment.
How Secure Is Your
Financial Services Firm?
Take our free 5-minute security assessment to uncover vulnerabilities and get a personalized risk report — or talk to our team to build a custom security plan.