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Financial Services

Your regulator assumes independent assurance. Your MSP report isn't it.

Financial services firms face expectations the rest of the mid-market does not: operational resilience obligations, third-party risk scrutiny, and regulators that treat technology governance as board business. Self-reported provider assurance does not meet that bar. Independent verification does, and it routinely pays for itself in the cost findings along the way; in one financial services review, our principals' root-cause findings ended years of recurring difficulty. That client's words: 'we have never looked back.'

Regulatory Expectations

Operational resilience and outsourcing obligations assume evidence of independent oversight of critical providers.

Third-Party Concentration

Critical operations concentrated in providers whose performance is self-reported and whose exit path is undocumented.

Trust-Sensitive Data

Client financial data breaches end relationships and invite regulators simultaneously.

Margin Pressure

Cost-out programs that skip IT leave the least-examined spend category untouched.

What our reviews keep finding

  • Governance evidence gaps between regulatory expectation and provider reporting
  • Vendor concentration risk with no priced exit
  • Resilience claims that fail restore-testing
  • Benchmark-beating cost recovery in licensing and infrastructure

Proof from the sector

Two years and a million dollars per initiative.

Years of supplier-shaped technology direction produced escalating cost and minimal progress. The independent review traced where spend served vendors over the business, and produced the firm's first genuinely independent strategy.

Read the case study

Where financial services organisations start

Cyber Risk Review

Independent verification of your actual cyber position, written for your board: quantified, prioritised, and aligned with what regulators and insurers now expect.

MSP Audit

An independent audit of your managed service provider: what you pay versus market, what you get versus the contract, and the renegotiation points to fix the gap.

IT Cost Reduction

A forensic, line-by-line audit of your IT spend against market benchmarks, with the specific renegotiation points to recover the difference.

The Guarantee

2x value identified, or you don't pay.

The 4-Week Commercial IT Health Check is fixed fee, non-disruptive, and guaranteed in writing: if we don't identify value worth at least twice our fee, we refund it.

Book a Discovery CallRead the guarantee terms
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