Financial Services

🌟 Specialized IT for financial services — since 2000

IT and cybersecurity built for Chicago’s financial services firms

Asset managers, investment advisors, and private equity firms trust KBCSI to keep their environments secure, compliant, and operational.

Schedule free assessmentSee our services

Services

Everything a financial firm needs from IT

Every service is included in or available as an add-on to your KBCSI managed services agreement. Contact us for a custom quote.

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24/7 Remote Monitoring

All workstations, servers, and endpoints monitored around the clock. Issues resolved before your team notices.

Remote monitoringPC & Mac
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Email Security & Filtering

Enterprise-grade filtering blocks threats at the gateway. Weekly security training keeps staff sharp.

Email filteringPhishing defense
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Endpoint Threat Detection

Advanced detection monitors every device for ransomware, credential theft, and threats that antivirus misses.

EDR24/7 detection
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Credential & Access Management

Enterprise password vaults and MFA enforcement — the single most common attacker entry point, eliminated.

Password vaultMFA
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Cloud Backup & Recovery

Daily automated backup with weekly verified restores. We confirm your backup actually works, every week.

Cloud backupVerified restores
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Penetration Testing

Annual penetration tests by our certified specialist. Signed attestation letters for compliance and insurance.

Certified testerAttestation

Compliance support

How KBCSI maps to your regulatory requirements

RegulationCoveredHow KBCSI addresses it
SEC Cybersecurity Rule
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Annual risk assessments, incident response procedures, and monthly reporting create the documentation trail regulators expect.
FINRA Cybersecurity Guidance
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Annual penetration testing, access control policies, and weekly security awareness training address FINRA’s cybersecurity pillars.
GLBA Safeguards Rule
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Risk assessments, encryption, MFA enforcement, and documented incident response satisfy Safeguards Rule requirements.
Cyber Insurance Application
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MFA, advanced endpoint protection, annual PenTest attestation, and backup verification satisfy most insurer requirements.

Common questions

What financial firms ask us

QDo you have experience with SEC and FINRA cybersecurity requirements?

Yes. We work with multiple SEC-registered investment advisors and understand what regulators look for during examinations. Our monthly reports, incident response procedures, and annual penetration testing produce the documentation trail regulators expect.

QCan you support our remote and international staff?

Absolutely. We currently manage IT for client offices in Chicago and London under a single agreement. Our cloud-based approach works across any geography.

QHow do I get a quote for managed services?

We build every engagement around your specific environment. Contact us for a free assessment and we’ll provide a custom proposal tailored to your firm.

Let’s talk about your firm’s IT needs

Schedule a free, no-obligation assessment. We’ll review your current environment and tell you honestly what we find.

Request assessment

Or call us: (773) 855-2155