FINANCIAL SERVICES / SECURITY ASSESSMENTS

Protect the information behind every transaction.

Your clients trust you with personal and financial information. Understand how your websites, portals and connected systems handle that trust with an independent security assessment built around your environment.

Discuss your security

Start with what matters.

These are useful areas to discuss when defining your assessment. The checks we agree on will depend on your systems, access and goals.

01

Client information

Examine whether account permissions and document access keep one client's information separate from another's.

02

Connected workflows

Assess agreed API endpoints and user roles where information moves between your team, customers and business systems.

03

Public exposure

Review the websites, login pages and exposed services that provide a route into your environment.

The right assessment for your systems.

You don’t need to know which test to ask for. These services provide a starting point for a conversation about your environment.

A clear scope comes first.

Identify the portals, user roles and integrations you want to understand. We can discuss test accounts and representative data, who owns each system and any operational constraints before agreeing on scope and written authorisation.

Findings your team can act on.

  • A report explaining identified weaknesses, their potential impact and practical remediation guidance.
  • A discussion of the findings to help you plan priorities with your developers, IT team or providers.
  • A conversation about follow-up testing where needed, with any retesting scoped separately.

YOUR NEXT STEP

Let’s talk about
your environment.

Tell us about your customer portals, document workflows or connected systems, and what prompted you to consider testing.

We’ll start with your goals and discuss the right scope, access and timing.

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