Industries — Financial Services

Identity Security for Financial Services

Banks, credit unions, and financial firms are the most-targeted and most-examined organizations there are — and privileged access to core banking, payments, and trading systems is the prize. We help you lock that access down, prove it's controlled, and stay exam-ready year-round.

See how we help
The challenge

In finance, access is the attack surface

Money and data sit behind privileged accounts — and attackers, fraudsters, and examiners all know it. A single over-privileged admin, a shared service account on a payment system, or a contractor whose access outlived their contract is all it takes to trigger a breach, a fraud loss, or an audit finding.

At the same time, no sector is watched more closely. Between SOX controls over financial-reporting systems, PCI-DSS for cardholder data, and examiner expectations from the FFIEC, NYDFS, and others, you're not just expected to control access — you're expected to prove it, on demand, over and over. Most institutions can do one or the other. Doing both, continuously, is the hard part.

The pressure points

Where access risk hides

Fraud risk

Segregation of duties that's hard to prove

When the same person can both initiate and approve a transaction — or holds access across systems that should never combine — you have a fraud risk and an audit finding waiting to happen.

Privileged access

Access to the systems that move money

Core banking, payments, trading, and the databases behind them run on powerful accounts that are too often shared, standing, and unmonitored.

Third parties

Contractor, vendor & offshore access

Vendors, fintech partners, and offshore teams all need access — and offboarding them cleanly, with least privilege, is where most programs slip.

Access sprawl

Sprawl from M&A and legacy systems

Acquisitions and decades-old core systems leave overlapping entitlements, orphaned accounts, and mainframe-plus-cloud complexity no one fully maps.

How we help

How to get it under control

01

Turn audit season into a non-event

Examiners and auditors want evidence: who has access, why, and who reviewed it. We put that on rails — automated access reviews and certifications, enforced segregation of duties, and audit evidence you can produce on demand instead of scrambling for. We've run these programs in regulated environments, so the controls map to the findings you actually need to close. This is our identity governance work.

02

Make privileged access provable, not assumed

We vault the privileged and service-account credentials behind your core banking, payment, and trading systems, record privileged sessions, and replace standing admin rights with just-in-time access. So "only the right people can touch the systems that move money — and we can show exactly who did what" stops being a hope and becomes a record. This is our privileged access management work.

03

Keep controls tight between exams

Controls drift the moment a project ends — new accounts, new vendors, missed reviews. We operate your identity program day to day so it stays exam-ready in the months between audits, not just the week before one. This is our managed IAM work.

Coverage

The systems we help you secure

From the systems examiners care about most to the infrastructure underneath them.

Systems that move money
Core banking (FIS, Fiserv, Jack Henry, Temenos)Payments & cardholder systemsTrading & capital markets
Records & reporting
Financial reporting & ERP (Oracle, SAP)Mainframe & legacy (RACF)
Directories & cloud
Active DirectoryMicrosoft Entra IDAWSAzureGCP

Platform names are trademarks of their respective owners. Use does not imply partnership, sponsorship, or endorsement.

Free audit

See where your privileged access really stands.

Book a free identity security audit — we'll reach out to scope it, review your environment with you, and deliver your findings. No cost, no obligation.

FAQ

The questions that matter most

How do you help us get through SOX, PCI, and regulator exams?
We focus on the access controls those exams scrutinize most — least privilege, segregation of duties, access reviews, MFA on privileged access, and session logging — and we keep the evidence current so it's ready when examiners ask, not assembled in a panic. The goal is findings that close and stay closed.
Can you secure access to our core banking and legacy systems, not just modern apps?
Yes. We work across modern cloud platforms and long-lived core and mainframe systems alike — including the shared and service accounts those older systems depend on, which are often where the real risk sits.