financial services · financial services technology management for financial planning & wealth...
TRANSCRIPT
FINANCIAL SERVICESTechnology Management for Financial Planning & Wealth Management Use/Case
The financial industry has been subject to an increasing number of cyber attacks in recent years, and with that a rise in compliance audits by both the states and the SEC. For many firms, these audits present a number of cyber security challenges and arduous compliance requirements. Digital Boardwalk helps by implementing results-driven technology solutions.
Providing professional solutions for your unique challenges
About UsDigital Boardwalk is a multiple award-winning managed technology services provider and has been serving wealth advisors and the financial industry since 2009. Whether your business is large or small, we have the experience and expertise to manage every aspect of your technology needs.
Get Started [email protected](855) 350-2225 Toll-Free
Case Study -Money ProfessionalsWith over 35 years of experience in the financial industry, Money Professionals was no stranger to strict privacy and information protection regulations. With recent changes in the state and federal offices concerning cyber security and compliance, however, there became an overwhelming need for a technology strategy that would reduce the time required to respond to compliance audits and eliminate the stress and headache of ever-changing requirements.
The Challenge• Ever-changing regulatory compliance
requirements demand new technologies and strategies for cyber security
• Frequent compliance audits are strenuous and time-consuming
Our Solution• A comprehensive technology and cyber
security management strategy with ongoing maintenance and support
• A proven multi-vector cyber security platform focused on regulatory compliance
Their Results• Effortless response to compliance audits
with all requirements fulfilled and attested by Digital Boardwalk
• An affordable and predictable monthly cost structure for cyber security and compliance
“I don’t have to worry about going outside the scope of our relationship to either find product or support in a particular area. It’s comprehensive and encompassing, which is what we were looking for.”
- Managing Member, Money Professionals