Technology That Protects the Money and the Trust
At palmiq, we run the technology behind financial firms — community banks, credit unions, wealth and advisory practices, accounting firms and insurance agencies — where a data incident is not an IT problem but a client-trust problem and a regulatory one. We deliver the security, uptime and audit-ready compliance posture the sector demands, without the overhead of building it in-house.
The Financial Services Technology Challenge
Financial firms carry obligations most businesses never face:
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Regulatory Pressure
PCI DSS, the GLBA Safeguards Rule, SOC 2 — overlapping frameworks, each with its own audit trail.
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High-Value Target
Firms that hold money and financial data sit at the top of every attacker's list.
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Zero Tolerance for Downtime
Markets, closings and client deadlines do not wait for systems to come back.
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Client-Data Confidentiality
Every statement, return and portfolio is information a client assumed would stay private.
Our Approach
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1. Compliance-First Design
Controls mapped to the frameworks you answer to, so audit evidence is a byproduct of operations rather than a scramble.
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2. Layered Security
MFA, encryption, email security and managed detection and response — defense that assumes it will be tested.
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3. Proactive Management
24/7 monitoring from a staffed Security Operations Centre, not an answering service.
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4. Predictable Costs
Subscription pricing a partner or a board can budget for.
Core Financial Services Solutions
Cybersecurity & Threat Protection
- Managed detection and response with a 24/7 SOC
- Email security against phishing and business email compromise
- Multi-factor authentication and identity hardening
- Employee security-awareness training
Compliance & Audit Readiness
- PCI DSS-aligned controls and reporting
- GLBA Safeguards Rule alignment for customer information
- SOC 2 readiness for firms whose clients demand it
Backup & Business Continuity
- Immutable, encrypted backups of client and transaction data
- Tested recovery plans with agreed recovery targets
- Ransomware-specific isolation and rollback
Secure Modern Workplace
- Microsoft 365 with compliance and retention policies applied
- Secure client document sharing and e-signature workflows
- Device encryption and remote-wipe for laptops and phones
Who We Serve
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Community Banks & Credit Unions
Examination-ready controls, core-system uptime, branch networking
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Wealth & Advisory Firms
Client-data confidentiality, secure portals, vendor due-diligence answers
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Accounting & Tax Practices
Seasonal capacity, document security, IRS Safeguards alignment
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Insurance Agencies
Carrier integrations, client records protection, agency-system uptime
Why palmiq for Financial Services?
- Compliance Fluency — The same practice that carries clients through CMMC and NIST 800-171 audits — frameworks are our home ground.
- Rapid Response — 15-minute response SLA on critical issues, contractually.
- Transparent Pricing — Flat monthly pricing with no surprise fees.
- One Accountable Team — Security, backup, compliance and support from one provider, so nothing falls between vendors.
Get Started
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1. Free Technology Assessment
Identify security gaps, compliance exposure, and quick wins.
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2. Phased Implementation
Minimal disruption to client work, full training included.
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3. Ongoing Partnership
Continuous monitoring, audit support, and strategic guidance.
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Your clients trust you with their money
Let's make sure the technology underneath deserves that trust. Call (703) 336-9700 or email info@palmiq.com.