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Who We Serve Financial Services
SECURITY-FIRST IT FOR FINANCIAL FIRMS

Security-First IT for Firms
That Can’t Afford a Breach

CPAs, financial advisors, and wealth management firms hold some of the most sensitive data any business can. We put real security controls around it, document them clearly, and keep your firm protected.

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Security Posture Check
Multi-Factor Authentication ESSENTIAL
Encrypted Client Data Backup ESSENTIAL
Written IT Security Policy ESSENTIAL
Email Authentication (DMARC) CRITICAL
Annual Risk Assessment CRITICAL
These are the baseline controls digiWEST puts in place and documents for our clients.
300%
increase in financial-sector
cyberattacks since 2020
Source: VMware Carbon Black ↗
$5.9M
average cost of a financial-
sector data breach
Source: IBM Security ↗
58%
of financial firms hit by
ransomware in the past year
Source: Sophos State of Ransomware ↗
Common Pain Points

The IT Challenges You Face

These are the real problems digiWEST solves for your industry — not generic IT, but solutions built around how you actually work.

Sensitive Client Data, Small IT Teams

Tax returns, account numbers, and personal financial records make your firm’s data a target. Most small financial practices don’t have in-house IT staff to put the right security controls in place and keep them documented. That’s where we come in.

High-Value Ransomware Targets

Financial firms are among the most-targeted sectors for ransomware. Access to client financial data, wire transfer systems, and investment accounts makes your firm a premium target. A single attack can mean client notifications, lost trust, and significant financial liability.

Wire Fraud and Business Email Compromise

Business email compromise (BEC) attacks on financial firms average over $100,000 per incident. Attackers impersonate executives or clients to trigger fraudulent wire transfers. Without email authentication (DMARC/DKIM/SPF) and user training, the door is wide open.

Secure Client Portal and Document Access

Clients expect easy, secure online access to their documents, statements, and communication. Consumer file-sharing tools (Dropbox, Google Drive) don’t meet financial data security standards. We set up secure, firm-branded client portals that satisfy both usability and security requirements.

Remote Advisor and Staff Access

Advisors working from home, client meetings, or remote offices need fast, secure access to CRM and portfolio management systems. Consumer VPNs and unmanaged devices create security and compliance gaps. We deploy enterprise-grade remote access with device management built in.

Aging IT Without a Lifecycle Plan

Workstations running Windows 10 past end-of-life, email servers that haven’t been patched in years, no written IT security policy — all of these create both operational and security risk. Our vCIO service gives you a documented plan and keeps your firm current.

How We Help

Security-First IT for Firms That Can’t Afford a Breach

Every financial firm we work with gets a baseline security assessment, a documented IT policy, and an ongoing service model built around security.

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Proactive, Documented IT Management

Monitoring, patching, and access controls across every device and account, with clear documentation of what’s in place. If your firm has its own compliance obligations, we work alongside your compliance team or consultant on the technical side.

Advanced Endpoint & Email Security

Huntress EDR for endpoint protection, email authentication (DMARC/DKIM/SPF), advanced email filtering, and simulated phishing training for your staff.

Multi-Factor Authentication & Zero Trust

MFA on every system, conditional access policies, and privileged identity management — so even compromised credentials can’t become a full breach.

Encrypted Backup & Disaster Recovery

Encrypted daily backups of all client data, financial records, and email with air-gapped copies. Tested recovery plans so you know how quickly you can get back to work.

Secure Client Portal Setup

Compliant document sharing and communication portals that replace consumer file-sharing tools — meeting data handling expectations without adding friction for clients.

vCIO & Written IT Security Policy

A documented IT security policy, annual risk assessment, vendor due diligence, and a technology roadmap, so your security program is written down and not just in someone’s head.

Trusted By

Financial Firms That Trust digiWEST

Accounting and financial firms trust digiWEST for proactive IT and enterprise-grade security.

Gary McGee Gary McGee

Ready to Get Your IT Right?

Let’s talk about your specific needs. No sales pitch, no pressure — just a real conversation about what good IT looks like for your firm.

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