Secure, GLBA & NYDFS-Compliant IT for Financial Services Firms

Savvy supports wealth managers, RIAs, lending firms, broker-dealers, and financial offices with secure managed IT, cybersecurity, and regulatory compliance aligned with GLBA, NYDFS 500, and industry best practices.

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The IT and security challenges financial firms face every day.

Financial services organizations face strict regulatory requirements, high-value cyber threats, and intense pressure to maintain secure, audit-ready IT environments.

  • Strict GLBA and NYDFS 500 technical requirements

  • Mandatory MFA and access controls

  • SEC/FINRA cybersecurity expectations

  • Email compromise attempts targeting partners and advisors

  • Phishing attacks aimed at high-value accounts

  • Ransomware targeting financial data

  • Data retention and encryption requirements

  • Cloud system misconfigurations (big liability)

  • Audit pressure and documentation gaps

  • Dependence on multiple vendors & legacy systems

These risks affect GLBA compliance, NYDFS 500 oversight, and the security of sensitive financial data.

Cybersecurity and compliance implementation for financial services firms including MFA, encryption, and GLBA/NYDFS controls.

A security-first IT foundation purpose-built for financial firms.

Savvy secures every device, user, and system with enterprise-grade cybersecurity and regulatory alignment. We enforce MFA, deploy endpoint protection, encrypt sensitive data, lock down access controls, and maintain audit-ready documentation for GLBA and NYDFS requirements.

  • GLBA & NYDFS 500 technical controls implemented

  • Mandatory MFA on all accounts and devices

  • Email security + phishing protection

  • SentinelOne endpoint protection

  • Zero Trust access policies

  • Secure remote access for advisors

  • Encrypted mobile + laptop devices

  • Data retention & secure archiving

  • Backup and disaster recovery management

  • Vendor coordination with custodians & platforms

  • Regular security patching + monitoring

  • Documentation prepared for audits & regulatory reviews

What’s included for financial-services IT, security, and compliance.

Comprehensive IT, cybersecurity, and compliance support tailored to financial services organizations.

Managed IT

  • Fast support for advisors

  • Workstation performance tuning

  • Device + identity onboarding/offboarding

  • Network reliability

  • Application troubleshooting

Cybersecurity

  • Endpoint protection

  • MFA everywhere

  • Phishing prevention

  • Threat monitoring

  • Email security

Compliance

  • GLBA safeguard implementation

  • NYDFS 500 technical controls

  • Policy documentation

  • Audit preparation

  • Risk assessments

Anonymous Testimonials, Real Outcomes.

  • “Their documentation alone is worth the switch. Everything is audit-ready, consistent, and easy to understand.”

    — Compliance Officer, Financial Services Firm (NYC)

Financial Services IT FAQs

  • Yes. We support technical controls, documentation, remediation, MFA enforcement, encryption, and reporting requirements.

  • Absolutely — we implement secure access, encrypted devices, and identity controls.

  • Yes. We support modernization and secure integrations with custodial platforms.

  • We deploy advanced email security, MFA, and detection tools to block impersonation attacks.

  • Yes. Savvy implements and enforces GLBA safeguards, NYDFS 500 technical controls, MFA policies, access restrictions, encryption, and audit-ready documentation across your environment.

Stronger security. Clear compliance. Zero surprises.

Book your free 30-minute financial security consultation today.

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