IT for financial services
Client money and client data, both handled with care.
Regulators want documented controls, clients want their information safe, and markets do not wait for a reboot. Talos runs IT for financial firms with all three in mind.
The short answer
Talos provides managed IT for financial services firms. We build and maintain environments with documented controls and audit-ready reporting for SEC, FINRA, SOX and PCI-DSS expectations, protect client data with endpoint detection, email filtering and 24/7 monitoring, keep trading, CRM and portfolio systems available through redundancy and failover, and run secure client portals for documents and messages.
Who it's for
The IT problems financial firms run into
Our team has supported Houston financial firms since 2014. These are the pressures we hear about most.
Regulatory load
SEC, FINRA, SOX and PCI-DSS all expect documented IT controls. Falling behind invites fines, audits and lost confidence.
Financial data security
Account numbers, transactions and investment data draw attackers, and one breach can lead to lawsuits and regulatory action.
No room for downtime
If the trading platform, CRM or portfolio system goes down, every minute costs revenue and opportunity.
Growing without gaps
New advisors, more clients and extra offices all need infrastructure that scales without weakening security.
What we cover
How Talos supports financial firms
Compliance-ready infrastructure
Environments built to meet SEC, FINRA, SOX and PCI-DSS expectations, with documented controls and reporting ready for an exam or audit.
Advanced threat protection
Endpoint detection, email filtering and 24/7 monitoring tuned to the threats financial firms actually face.
High-availability systems
Redundant infrastructure, automatic failover and disaster recovery plans that keep critical systems running through a disruption.
Secure client portals
Encrypted client-facing platforms for documents and messages that meet regulatory standards.
IT that grows with the firm
A roadmap and budget for new advisors, offices and systems, planned before they arrive.
Tested backups
Immutable, off-site backups with recovery drills, so client records survive an attack or a storm.
FAQ
Frequently asked questions
We build and document the IT controls those regulators expect, such as access control, encryption, monitoring and incident response, and keep the evidence ready for exams and audits. Your compliance officer still owns the firm's compliance program.
In layers: endpoint detection and response, email filtering, multi-factor sign-in, encryption and 24/7 monitoring by human analysts, with immutable backups underneath in case anything gets through.
With redundant infrastructure, automatic failover between systems and connections, and a disaster recovery plan that is tested, so a failed server or circuit does not take the firm offline.
Yes. We implement and manage encrypted portals and document sharing so clients can exchange files and messages with you without using ordinary email attachments.
Yes. Onboarding new people and locations is routine for us, and our IT strategy work plans the infrastructure ahead of the growth.
Be ready for the next exam, audit or outage
Book a free firm IT review. We will check your controls, documentation and failover against what regulators expect.
Keep reading
Managed IT services for financial firms
Compliance support
Gap assessments, policies and year-round evidence for HIPAA, SOC 2, CMMC, NIST and PCI-DSS.
Learn moreCybersecurity
EDR, email security, MFA, a 24/7 SOC with human analysts and a written incident response plan.
Learn moreBackup and disaster recovery
Encrypted, immutable backups on-site and off-site, recovery drills and a runbook for storm season.
Learn moreIT strategy and consulting
A 12 to 36 month technology roadmap, a budget forecast and a business review every quarter.
Learn moreKeep reading
From the blog
IT for professional and advisory practices
Compliance frameworks, client-data security and the systems advisory firms run on.
Learn moreCybersecurity for regulated small businesses
The baseline regulators and insurers now expect.
Learn moreCyber insurance requirements
What insurers ask for and what your IT provider should handle.
Learn moreKeep reading
Other industries
Healthcare
HIPAA-ready IT, a signed BAA, EHR uptime support and staff security training for practices.
Learn moreLaw firms
Encrypted email and files, practice management support and secure remote access for attorneys.
Learn moreOil and gas
Remote site links with failover, SCADA and OT security, and TSA and API compliance support.
Learn moreManufacturing
Segmented plant networks, ERP support, 24/7 uptime monitoring and CMMC readiness.
Learn moreConstruction
Job site connectivity, Procore and Buildertrend support and managed tablets for crews.
Learn moreNonprofits
Budget-conscious plans, nonprofit licensing help, donor data security and grant-ready records.
Learn moreProfessional services
Always-on systems, client data security and SaaS management for accounting and consulting firms.
Learn more