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Financial Services

Cybersecurity for Financial Services

Protect sensitive financial information and the systems customers rely on. CISO Global helps financial services organizations reduce cyber risk across critical systems, applications, and data.

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Protect the Systems Behind Financial Services

Financial services organizations handle customer records, account information, transaction data, credentials, financial documents, and other sensitive information every day. That information and the systems behind it need to remain secure and available.

Customers also expect to access financial services from almost anywhere. Cloud platforms, mobile applications, third-party providers, remote employees, and digital transactions make that possible, but they also give security teams more accounts, systems, and connections to manage.

Cybersecurity for financial services means protecting sensitive information, keeping critical systems available, and meeting the requirements that come with a highly regulated industry.

CISO Global helps financial organizations strengthen security and prepare for incidents that could affect customers or operations.

Cybersecurity Challenges in Financial Services

Sensitive Customer
and Financial Data

Financial organizations hold information attackers actively target. Protecting it requires knowing where it lives, who can access it, and how it moves between systems and third parties.

Identity and Account
Compromise

Employees, customers, contractors, administrators, and vendors may all need access to financial systems. Poorly protected credentials and unnecessary access can make it easier for attackers to reach financial systems.

Phishing and
Social Engineering

Attackers use email, text messages, fake login pages, and other social engineering tactics to steal credentials or manipulate users. A successful attempt can lead to account compromise, unauthorized access, or fraudulent activity.

Risks From
Third-Parties

Financial services organizations depend on technology providers, payment processors, cloud platforms, consultants, and other outside organizations. Those relationships can introduce risk when third parties connect to systems, handle sensitive information, or support critical business functions.

Digital and
Cloud Services

Online banking, mobile applications, cloud platforms, APIs, and other digital services are central to how financial organizations serve customers. Each new service adds accounts, configurations, integrations, and data flows for security teams to manage.

Legacy and
Complex Technology

New digital services often operate alongside older applications and infrastructure that remain critical to the business. Maintaining consistent security across newer and legacy systems can be difficult, especially when older technology is harder to patch or replace.

Ransomware and
Business Disruption

A cyberattack can affect access to customer accounts, internal systems, communications, payment processes, and other business functions. Even when customer data is not compromised, downtime can disrupt customer service and critical operations.

How CISO Global Helps Financial Services Organizations

Secure IT and
Cloud Environments

CISO Global’s Secured Managed Services can help manage networks, firewalls, endpoints, and cloud environments, along with patching and backups.

Manage Risk
and Compliance

Financial organizations may need to address regulatory, privacy, contractual, and internal security requirements. Managed GRC can help establish security policies, manage third-party risk, document controls, and track those requirements.

Simplify Governance and Compliance

Financial services organizations may need to manage multiple regulatory, contractual, and internal security requirements at the same time.

TiGRIS brings controls, evidence, assessments, and compliance activities into one platform so teams can track progress and outstanding work.

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Why Financial Services Organizations Work With CISO Global

Security Across the Environment

Get support across security testing, monitoring, risk management, and incident readiness.

Support for Regulatory Requirements

Build and maintain security practices that support regulatory, contractual, and internal obligations.

Protect Customer Data and Services

Strengthen security around the information, systems, and services customers rely on.

Extend Your Internal Team

Add cybersecurity expertise and support without having to build every capability in-house.

Let’s Talk About Your Security Priorities

Speak with a CISO Global cybersecurity expert about the systems and information your financial organization needs to protect.

Speak with a Security Expert

Frequently Asked Questions

What cybersecurity requirements apply to financial services organizations?

Requirements vary based on the organization, services offered, location, and regulators involved. Financial organizations may need to address the Gramm-Leach-Bliley Act, FTC Safeguards Rule, banking regulator guidance, state requirements, and other contractual or industry obligations. Risk and Gap Assessments can help identify which requirements apply and where controls need attention.

How often should financial services organizations conduct penetration testing and vulnerability assessments?

Testing frequency depends on the organization’s risk profile and applicable requirements. For institutions subject to the FTC Safeguards Rule’s specific testing provisions, annual penetration testing and vulnerability assessments at least every six months are required unless effective continuous monitoring or another qualifying ongoing system detects changes that could create vulnerabilities. Without that monitoring, additional vulnerability assessments are also required after material changes to operations or business arrangements, and other circumstances that could materially affect the security program.

Institutions maintaining customer information concerning fewer than 5,000 consumers are exempt from those specific testing provisions. They must still regularly test or monitor their safeguards and meet other applicable requirements.

How should financial services organizations manage third-party cybersecurity risk?

Start by identifying which vendors and service providers have access to sensitive information or critical systems. Set security expectations during due diligence and contracting, then review them throughout the relationship. Managed GRC can help track third-party risk and related requirements.

Can CISO Global work alongside an existing IT or security team?

Yes. CISO Global can add cybersecurity expertise and capacity without replacing an internal IT or security team. Services can fill specific gaps or provide additional support where internal resources are limited.

What should a financial services incident response plan cover?

An incident response plan should define who makes key decisions, how teams communicate, how incidents are contained and investigated, and how the organization recovers. It should also account for any required notifications. Tabletop exercises give teams a chance to test the plan before a real incident.