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

£8,460

AVERAGE COST OF A CYBER SECURITY BREACH IN THE UK

686,961

ATTEMPTED CYBER ATTACKS IN THE UK IN 2020 ALONE

39%

OF BUSINESSES REPORTED A CYBER SECURITY BREACH IN THE LAST YEAR

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.

£8,460

AVERAGE COST OF A CYBER SECURITY BREACH IN THE UK

686,961

ATTEMPTED CYBER ATTACKS IN THE UK IN 2020 ALONE

39%

OF BUSINESSES REPORTED A CYBER SECURITY BREACH IN THE LAST YEAR

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.

GET IN TOUCH

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.”

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

'Our staff love the support, the team will always go above and beyond to support us'

We were recommended IPEX Technologies when we decided to move our Accountancy firm to Cloud Services. IPEX were able to migrate our services quickly and effectively, minimising business down time. The advice and service we received not only saved us money, but improved efficiencies within our business.

With the help of IPEX, our team can now work remotely with no concern over security. Using Microsoft services, continuous monitoring and regular system updates, IPEX provided us with reassurance that we are secure as can be.

The service we have received is second to none and the team will always go above and beyond to support us. We are happy to be working with IPEX Technologies.

'The audit helped us to understand where we needed to improve to ensure compliance.'

After hearing about the security troubles of another financial services firm, we understood the risk our organisation was in if we continued to operate without cyber awareness. Something needed to change.

A financial services firm recommended IPEX Technologies to complete an I.T. security audit. The results from our audit report helped us to understand the complexity of our security, and where we needed to make improvements to ensure industry compliance.

We are glad to be working with the IPEX team. They are always on hand when we need them.

'Thanks to IPEX, we’re now a small business, with high level I.T. support'

When we ran into technical issues with our I.T. services we needed to find a company with a complete I.T. package, and a hands-on approach to support.

A client of ours recommended IPEX Technologies. They swiftly conducted a full security audit, which despite being a small business, gave us astonishing insight into our I.T. Setup. IPEX immediately proposed changes that both improved our I.T. security and enhanced the way we work.

They are now implementing a CRM system for us that will streamline our admin process, saving our business valuable time. Thanks to IPEX, we're now a small business, with high-level I.T. support.

HOW WE WORK: 6 SIMPLE STEPS

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

INTRODUCTION

DISCOVERY CALL

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

EXPLORE

I.T. & SECURITY AUDIT

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

ADVISE

AUDIT REPORT

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

IMPLEMENT

THE PROJECT

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

SUPPORT

TRAINING & CHECK-IN

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

STREAMLINE