Secure, Audit-Ready IT for Financial Services Firms
CMA delivers managed IT and cybersecurity for financial services organizations in the DC region — investment advisors, lenders, insurance agencies, and community financial institutions. We implement the controls your regulators and examiners expect and keep the systems your clients depend on available.
In financial services, the technology conversation is a risk conversation. We help you answer it with documented controls, tested continuity, and evidence you can hand to an auditor.
Safeguards Rule, SEC/FINRA cybersecurity, and GLBA-aligned controls implemented and documented.
Multifactor authentication and conditional access across email, remote access, and line-of-business systems.
Backup and disaster recovery with documented recovery objectives and restore tests.
Policies, logs, and reports organized for audits and vendor reviews.
What Keeps Leaders Up at Night
Regulatory Expectations
FTC Safeguards, SEC and FINRA rules, and state regulators all expect a written program, named responsibility, and evidence of controls.
Fraud & Business Email Compromise
Wire fraud and impersonation attacks target finance staff directly. Email security and verification procedures are essential.
Client Financial Data
Account numbers, statements, and PII must be encrypted, access-controlled, and retained according to policy.
Business Continuity
Regulators expect a tested plan, not a backup drive in a drawer.
Third-Party Risk
Your vendors — including your IT provider — are part of your risk program and will be reviewed.
Core & Line-of-Business Systems
Portfolio, loan, agency management, and core platforms need stable integrations and careful change control.
Managed IT Shaped for Financial Services
Everything below is available as a fully managed plan or as individual services. See the Pricing page for how plans and add-ons are structured.
Cybersecurity Program
A written information security program with the controls to back it.
- Risk assessment and written security program
- MFA, endpoint detection, and email security with impersonation protection
- Security awareness training and phishing simulations
- Logging, access reviews, and audit evidence
Fully Managed IT
Dedicated engineer, 24/7/365 monitoring, and unlimited help desk.
- Managed workstations, servers, and network
- Change control for core and line-of-business systems
- Same-day onboarding and secure offboarding
- vCIO planning and quarterly risk reviews
Continuity & Hosting
Keep operating through outages, ransomware, or a facility loss.
- Backup and disaster recovery with tested restores
- Documented RTO/RPO and business continuity plan
- Managed hosting or co-location in a Tier IV datacenter
- Hosted desktops for secure remote work
Communications & Facilities
Client-facing technology that reflects your firm.
- Cloud VoIP with call recording and compliance retention options
- Secure staff Wi-Fi and separate guest wireless
- Cameras and access control for offices and records areas
- Conference room AV and structured cabling
Why Organizations in This Sector Choose CMA
Evidence, Not Assurances
Reports, logs, and policies organized by control so examiners and auditors get answers quickly.
Fraud-Aware Security
Email and process controls tuned to the wire-fraud and impersonation attacks finance teams actually see.
Continuity You Can Prove
Restore tests and tabletop exercises documented on a schedule.
Local & Accountable
Silver Spring-based engineers with onsite support across Maryland, DC, and Northern Virginia.
Questions We Hear From Financial Services
Can you help us comply with the FTC Safeguards Rule?
Yes. We help you designate a qualified individual, complete the risk assessment, implement the required safeguards — MFA, encryption, monitoring, training — and maintain the written program and reporting.
Do you support SEC/FINRA-registered firms?
Yes. We implement and document controls aligned to SEC and FINRA cybersecurity expectations, including access controls, incident response, vendor management, and business continuity.
Will you participate in our vendor due diligence?
Yes. We provide the documentation and answers your risk program requires of an IT provider and maintain the controls we attest to.
How do you protect against wire fraud?
Layered email security with impersonation and domain-spoofing protection, MFA on every account, staff training with simulated phishing, and verification procedures for payment changes.
Ready for Your Next Exam?
Book a free consultation and we’ll review your security program, continuity plan, and controls against what your regulator expects.