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Technology advisory
Data security and privacy for finance teams
Finance holds the most sensitive data in the business: payroll, bank details, investor records, deal information. We put in place the access controls, data handling and vendor checks that protect it, and that investors, auditors and the GDPR expect.
Security for a finance team is mostly discipline: who can see and change what, where data lives, how it moves between systems and third parties, and what happens when someone leaves. We design and implement those controls alongside the tools we build, and review the ones you already have.
We work to your information security requirements, can build inside your own cloud, and help you answer the security questionnaires that investors and enterprise clients send.
What we deliver
- Access and controls reviewWho can do what in finance systems, segregation of duties and audit logging.
- GDPR and data handlingData maps, retention, processor agreements and privacy notices for financial data.
- Secure automation and integrationCredentials, encryption and least-privilege access built into every tool we deliver.
- Vendor and cloud riskAssessing the platforms and providers your finance data passes through.
Who this is for
Asset managers
Faster, cleaner reporting cycles
See how we helpPrivate credit
Credit risk you can see early
See how we helpOther technology advisory services: AI agents · Workflow automation · Finance applications · Data pipelines and dashboards · Finance transformation · Compliance and AML tools · Systems maintenance and support · Systems improvement
Start with one conversation.
Tell us what you are trying to fund, fix, value or automate. In a 30-minute call we'll tell you honestly what we can do, roughly what it involves, and what a first step would look like.