Financial Process

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Find Your Risk

Identify the risks within your bank and satellite offices through our SMP and SLC.

  • What kind of risks can be discovered through opensource intelligence of our firm or portfolio? 

  • Does my bank conduct external penetration tests? 

  • Does my bank conduct social engineering assessments? 

Allow the IT and security teams of the companies to identify and manage risks from one location while having oversight from the bank. 

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Digital Information Security Program

Track and quantify the risk with the firm and portfolio throughout our SMP, allowing oversight into outstanding risks.

  • What compliance and regulations requirements do our portfolio companies have to follow? 

  • Has a portfolio company ever been compromised, and what were implications?

  • What kind of technology are our portfolio companies using for security protection? 

Understand the needs of the companies around risks, budgets, and staffing to ensure information security is top of mind. 

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Continuous Oversight

Provide the oversight needed to your portfolio companies to stay ahead of threats, hackers, and FFIEC regulations.

  • Does the bank have a CISO communicating with the board and investors? 

  • Does the bank provide an additional budget or technology savings for their portfolio? 

  • Does the bank hold regular meetings with the security contacts within each portfolio to share technical knowledge? 

Bridge communications throughout the portfolio to provide the necessary needs and wants throughout.  This will allow for decreased budget, increased efficiency, and stronger defenses. 

Protection for portfolio companies

Gain oversight into the portfolio and the information security risks they have deployed externally and internally. 

Overlapping Technology Review

Analyze the technology implemented within the portfolio for budget improvements,  consolidation, and security improvements. 

CISO at the top level

Increase the information security awareness within the financial company to create standards that are deployed to the portfolio. 

Investor Relationships

Provide evidence during fundraising that demonstrates information security is the highest priority for the firm.  

Cryptocurrency and ATMs

Cryptocurrency provides unique opportunities for the financial industry and also introduces a new set of risks. Asses your unique situation to develop a holistic strategy to mitigate risk.

Orchestrate your Information Security Program TRY IT NOW

Find The Data. Protect The Data.

Digitize your information security program through continuous assessments against the organization. 

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Identify and Manage Risks

Manage portfolio risks from OSINT, External, and employees risks while managing the entire portfolio through a single pane of glass with our SMP. 

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Portfolio Team Onboarding

Onboard the entire team (IT, Security, Finance, Legal) and manage the entire risk profile for portfolio company through our SMP. 

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CISO Marketplace

Access a variety of vendors selling products and services with transparent pricing and successful track records. Map these solutions directly to the risks identified. 


Build an information security program for your bank to stay ahead of cyber threats and FFIEC regulations. Incorporate technology to help streamline the discovery and remediation techniques. Offer this robust solution to portfolio companies to continuously gain insights into their risks. 

Sign up and learn more:

  • Does my bank have a CISO or technical experience that speaks with the board or investors?
  • Has any of our portfolio been breached before? 
  • Do we provide oversight and knowledge to our portfolio from our bank? 
  • What does the FFIEC require of our bank around our portfolio information security?