Financial services host a wealth of some of the world’s most sensitive data. As a result, it remains one of the most targeted industries by malicious attacks, due in large part to the sensitive data it collects from its clients.

Although many smaller businesses do not have the same budget as larger corporations, all financial service companies need to ensure data is always protected!

We at IPEX Technologies can help you achieve this with technical and industry knowledge that is tailored to your business needs and size.

I.T. Security Service - illustrated padlock with business employees inside doing different jobs

GET STARTED WITH AN IT & SECURITY AUDIT

Our security audit is designed around the advice from the National Cyber Security Centre.​

Tailored to financial services and the type of data they process our audit is set at the Cyber Essentials Plus level.​

Is it Policy, is it Documented, is it Live? Recommended by the FCA.​

We update and repeat out audit every year to ensure all systems and process are maintained at the required level.

Understand your security weaknesses

As an industry with sensitive customer data, it is more important than ever to take steps to deliver effective security risk management and awareness. With hybrid work becoming the new norm, many Financial Advisory firms have left business and client data vulnerable to malware and cyber-attacks.

So here's what we know:

  • Cyber crime is significantly on the rise;
  • Cyber security awareness is low;
  • Financial adviser firms process in-depth personal financial data, via Email, messaging, and post;
  • Maintaining security levels is a never-ending process.

 

A data breach can be detrimental to your business, resulting in large fines, recovery time and a tarnished reputation.

Is your client data secure?

HOW WE CAN HELP

Let’s face it, you have other things to be doing besides learning to be I.T. Security experts.

IPEX Technologies are specialists in I.T. services and Security. We have 20+ years experience in:

  • I.T. services for the Financial Advisory Sector;
  • Working with Financial Advisers and compliance to find the right solution;
  • Both Cloud and On-site solutions;
  • A range of Third-Party Adviser software.

 

Our experts help organisations to assess security posture and most importantly remediate cyber threats.

We help our clients be secure and productive with technology. Our services help streamline your business processes and harness the technology you already use, ensuring you have the correct controls in place to stop Data Breaches.

IPEX Technologies offer clients the opportunity to go through the Government backed Cyber Essentials scheme. We help you to implement policies and improvements that meet the National Cyber Security Centre guidelines.

“Cyber Essentials helps you to guard against the most common cyber threats and demonstrate your commitment to cyber security.”

Sophos I.T. Security partner
Microsoft 365 certified security administrator associate
HP Business Partner Logo
National Cyber Security Centre Cyber Essentials I.T. Security Credential

WHAT WE DO BEST

The cornerstone of a successful business is an outstanding I.T. infrastructure. We help our clients be secure and productive with their utilisation of technology. Our aim is to become your in house I.T. department.

PROACTIVE SUPPORT

Not your traditional I.T. Support. Our Pro-Active Support is constantly monitors, updates and reacts to client environments.

CUT COSTS, SAVE TIME

Expert and proactive support without the need to set up a costly I.T. department, freeing you up to focus on what you do best.

SECURITY MADE SIMPLE

We manage the security of every device, app and identity in your business. Compliance without the chaos.

OUR RECOMMENDED SERVICES FOR FINANCIAL ADVISERS

Our team of consultants can provide you with expertise across the following areas for Financial Services. We aim to ensure you receive market leading advice, services and support.

I.T. Security
Data and Device Security
Support Services
Security Focused Proactive Support
Microsoft 365
Experts in full compliance.
Back Office System (BoS)
Client, Policy & Payment Management
Document Management (DMS)
Integrated DMS with CRM / Back Office System
Secure Monitored Websites
Integrated into CRM / Back Office System
Connectivity
Broadband & Cloud Phone Systems

SEE WHAT OUR CUSTOMERS HAVE TO SAY

HOW WE WORK: 6 SIMPLE STEPS

WE OFFER OUTSTANDING I.T.
  • ADVICE
  • SERVICES
  • STRATEGY
  • SECURITY
  • TRAINING

INTRODUCTION

Discovery call icon

DISCOVERY CALL

A brief introductory call to get to know your business, I.T. needs, services and goals.

EXPLORE

I.T. Audit icon

I.T. & SECURITY AUDIT

In-depth inspection into your existing structure, software, hardware, physical access, etc. No obligation, £400

ADVISE

Audit report icon

AUDIT REPORT

Results of the Audit and IPEX's recommendations to improve security and implement better levels of adoption.

IMPLEMENT

Technical Meeting Icon

THE PROJECT

Action plan based on recommendations. We guarantee to get you up and running at a fixed cost.

SUPPORT

Support Services Icon

TRAINING & CHECK-IN

Complimentary Security audit every 12 months. Continuous training and regular support.

STREAMLINE

IMPROVEMENTS

Get the most out of your Microsoft 365. Analysis of your key systems and solutions, highlighting areas for improvement.

GET IN TOUCH!

Want to find out more? Our team are happy to help - contact us for further information in relation to our services.

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