Specialist data protection for financial services firms
We understand your data, your clients and your industry.
Financial advisers, financial planners, wealth managers and mortgage firms hold highly sensitive personal information. Fintect specialises in understanding how that information is collected, used, shared, stored and protected.
Already have compliance support?
That’s fine. Fintect works alongside existing compliance teams, networks and DA service providers to provide specialist data protection expertise where it’s needed. For smaller firms, external network and DA support doesn’t remove the firm’s responsibility for understanding and protecting its own data.
Specialist knowledge. Practical insight.
Fintect provides expert advice on the areas where financial services and data protection intersect.
Advanced Data Protection
Implement cutting-edge data protection measures to protect critical financial assets from modern threats while maintaining absolute confidentiality and integrity.
Regulatory Compliance
Navigate complex industry regulations and data protection obligations effortlessly with expert guidance tailored to keep your firm fully compliant and audit-ready.
Risk Management
Identify vulnerabilities and establish robust frameworks to mitigate risks before they impact your operations and client trust.
Our Process
Discover our streamlined approach to financial data protection, guiding your firm toward complete security and compliance.
Step One: Research
We evaluate your current data protection environment to identify vulnerabilities, providing clear advice and recommendations to protect sensitive information or implement new procedures or technology.
Step Two: Implementation
We provide a clear road map to allow you to implement advanced data protection protocols seamlessly, ensuring minimal disruption to your firm’s daily operations.
Continuous Compliance
We ensure your firm stays ahead of regulatory changes, turning complex security requirements into your competitive advantage.
Verified Client Compliance Success Stories
Our expertise ensures your firm achieves robust data security and regulatory compliance efficiently.
Securing customer data for the future
This case study highlights how a leading financial exit broker selected new CRM software and ensured full data protection compliance, leading to secure operations and complete regulatory alignment.
Achieving data protection compliance
This case study explores how a firm implemented full data governance, and achieved total compliance with our expert guidance, making it exit ready.
Elevating data protection standards with Fintect
This case study showcases how a company working within the financial services industry used our expertise to safeguard candidate information, reduce vulnerabilities, and scale securely.
