Financial services firms manage sensitive client data, payment information, and regulatory obligations that require consistent, well-documented security practices. Whether you're a community bank, credit union, wealth management firm, or accounting practice, the cost of a security incident or compliance gap extends beyond IT into client trust and regulatory standing. ShadowEdge helps finance organizations build infrastructure and controls that hold up to scrutiny without slowing down daily operations.

  • Security controls and practices aligned with PCI DSS requirements for firms handling payment data
  • Access management and monitoring to protect client financial records and internal systems
  • Secure infrastructure design for online banking, payment processing, and financial applications
  • Backup and disaster recovery planning to protect transaction records and client data
  • Reporting and documentation support for audits and regulatory reviews

Related service

Compliance support for PCI and financial regulations

Compliance

Ongoing controls, documentation, and guidance that help finance firms meet PCI and other regulatory obligations.

Learn more about Compliance

FAQ

Financial services IT FAQs

How does ShadowEdge support PCI compliance?

We implement and maintain PCI DSS-aligned controls, including network segmentation, encryption, access management, and logging, and we keep the documentation current so assessments and questionnaires reflect your real environment.

How do you protect against wire fraud and business email compromise?

With layered controls: multifactor authentication on email, advanced phishing protection, staff training that now includes deepfake awareness, and support for callback verification procedures on fund transfers. Financial firms are prime targets, and email is the front door.

What types of financial businesses do you work with?

Accounting and CPA firms, financial advisors, insurance offices, and other businesses that handle sensitive financial data. Each carries its own mix of regulatory obligations and client confidentiality expectations, and our controls are scoped accordingly.

Can you help us meet cyber insurance requirements for financial firms?

Yes. Carriers scrutinize financial businesses closely, asking about MFA, immutable backups, endpoint detection, and wire transfer verification. We implement those controls and document them so your application holds up if a claim is ever investigated.

Need dependable IT for your financial firm?

Let's talk about your compliance requirements, data security priorities, and current infrastructure.

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