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// Financial Services

Regulators ask. We answer.

Owning IT is in our nature.

We keep your systems safe, your records exam-ready and your advisors working, so compliance questions stop landing on your desk.

// Sound familiar?

  • “The exam’s in six weeks and I don’t know where half the evidence is.”
  • “A client’s email got spoofed and someone almost wired money to the wrong account.”
  • “Our vendor list is a spreadsheet nobody has updated in years.”

// What it’s like with us

  • Exam evidence is gathered all year and ready when they ask.
  • Spoofed emails and fake wire requests are stopped early.
  • Your vendor list stays reviewed and up to date.

Hand us the exam prep.

A financial advisor and an older couple smiling across a small table in a bright office

// Before & after

What changes when we own it

Before: Exam prep happens all at once.

With DivergeIT: Evidence is gathered all year and ready when they ask.

Before: Wire-fraud emails target your team.

With DivergeIT: We block most of them, and train your team on the rest.

Before: Vendor reviews get skipped.

With DivergeIT: We track them and hand you the file.

// What this industry needs

What we deliver for financial services teams

Banks, wealth management firms, accounting practices, and financial advisors operate under some of the most demanding regulatory and cybersecurity requirements in any industry. Downtime is measured in lost transactions; a breach is measured in lost trust.

DivergeIT has partnered with financial firms for more than 20 years, delivering IT that satisfies examiners, insurers, and clients alike — with audit-ready documentation, layered security, and response guarantees regulated teams can put in front of their board.

// Client voices

Financial Services clients, in their own words

“Big enough to be the best, but also small enough to care about us and make us a priority.”

Richard C.

CTO, Montecito Bank & Trust

Montecito Bank & Trust logo

// FAQ

Financial Services questions, answered

Does DivergeIT support FFIEC, GLBA, and SOC 2 requirements?

Yes. We align controls and evidence to FFIEC, GLBA, and SOC 2, and produce examiner-ready documentation through ComplyIT — policies, annual risk assessment reports, monthly vulnerability scans, and quarterly backup testing with documented RTO/RPO. DivergeIT has served financial firms for more than 20 years, and audit support includes evidence gathering and auditor coordination.

What does managed IT cost for a financial firm?

Our pricing is public — every rate is published on our pricing page rather than held back until a sales call. ManageIT has three per-user tiers, and regulated financial teams typically choose ManageIT Pro, which carries a 15-minute response guarantee 24/7/365 and SecureIT Plus advanced security. Published starting prices assume a 3-year agreement, so your quote follows your actual headcount and term.

How fast will our team actually get support?

Response times are guaranteed in writing — 15 minutes on every ManageIT plan, with 24/7/365 coverage on ManageIT Pro. Call or chat and you reach a live expert within 5 minutes, or you receive a $100 credit toward your next invoice. Accountability is built into the agreement, not a marketing page.

Do you provide 24/7 security monitoring for financial data?

Yes. As a certified MSSP, DivergeIT provides 24/7 managed detection and response with a dedicated security team — humans investigate, not just software. SecureIT includes dark-web credential monitoring with forced password rotation, SIEM logging with 30-day retention, and Zero Trust segmentation on the Pro tier.

Can DivergeIT support us through a regulatory exam or audit?

That is what ComplyIT is built for: audit support, evidence gathering, and auditor coordination, plus vendor risk assessments and cyber-insurance evaluation support. Documentation — asset inventories, policies, backup test results — is maintained continuously, so exams draw on records that already exist instead of last-minute reconstruction.

We'll take it from here.

You focus on your clients. We’ll handle the rest.

Book a call → Call us · 1-866-453-5207

A real person in minutes · $100 credit if we’re late