IT for financial firms that clients trust with their money.
Your clients hand you their financial lives. We keep the systems holding that information secure, available and easy for your team to use.
Trust is the product. Your IT has to back it up.
Financial firms are a favourite target for scammers. One convincing email asking to change bank details can cost a client their savings and cost you the relationship.
Licensees, insurers and auditors now expect you to show how you manage cyber risk. Most firms we meet have the right intentions but no clear record of what is in place.
The challenges we see most often
Every business is different, but these come up again and again.
- Payment redirection and invoice fraud aimed at staff and clients
- Cyber insurance and compliance questionnaires that keep getting longer
- Client files spread across email, shared drives and personal devices
- Advisers working from client sites, home and the road
- Platforms and software that need to work together reliably
What working with us looks like
Email and sign-in locked down
Multi-factor sign-in, phishing filtering and domain protection make it much harder for anyone to impersonate you or your staff.
Evidence you can hand over
SMB1001 and the Essential Eight give you a recognised standard to point to when an insurer, auditor or licensee asks how you protect client data.
Secure access from anywhere
Managed laptops and phones with client data kept in Microsoft 365 rather than on local drives. If a device goes missing we can wipe it.
A team that knows your setup
Your calls go to people who already know your systems, your platforms and your people.
// Client for more than 10 years
“We have a solid and long standing relationship with 2Gen, having been a client for over 10 years. Their managed services and IT support has taken out the hassle of upgrading IT infrastructure.”
Want to know where your firm stands?
We'll look at how you protect client data today and what would make the biggest difference.