Regulatory Compliance & Financial Threat Protection
Financial Firms
FINRA - SEC - PCI-DSS
Navigate the complex regulatory landscape with confidence. Our solutions ensure continuous compliance while protecting your institution from sophisticated financial threats.With 30 years of experience supporting financial institutions across the Tri-State area, CRA understands the unique pressures facing banks, wealth managers, RIAs, and financial services firms. Regulatory scrutiny is increasing. Cyber threats are more sophisticated. And your clients expect seamless, secure access to their financial data at all times.
IT Consulting & vCIO Advisory
Strategic technology leadership for financial firms. Guidance on business continuity, disaster recovery, cybersecurity, compliance, NIST CSF, CIS Controls, and ITIL frameworks.
Managed IT for Financial Firms
CRA's Manage360° removes the burden of managing complex technology infrastructure so your financial firm can focus on serving clients, staying compliant, and driving growth.
CRA’s flagship Manage360° is an all-inclusive managed IT solution providing financial service companies with a fully outsourced IT department at a predictable flat-rate cost. Every engagement is custom-built around the company’s existing infrastructure, portfolio management platforms, and compliance requirements.
Endpoint & Device Management
Secure management of advisor and employee devices, virtual desktops, OS deployment, software provisioning, and vendor coordination. Built for regulated financial environments.
User & Access Management
Identity and access control for financial organizations. Multi-factor authentication, role-based access, user reviews, session management, and self-service access requests.
Service Desk
Responsive support for advisors and staff with incident management, request fulfillment, system monitoring, and vendor escalation. Optional 24/7 coverage available.
ITIL Service Management
Structured IT service delivery based on ITIL best practices. Covers incidents, requests, changes, knowledge management, and continuous improvement.
Strategic Sourcing
Technology procurement and asset management for financial firms. License optimization, device tracking, software lifecycle management, and vendor contract oversight.
Security, Compliance &
Data Protection
Integrated cybersecurity and compliance services including threat detection, vulnerability management, encryption, identity security, and regulatory readiness.
Governance
Technology oversight focused on risk reduction and operational efficiency. Includes SLA management, reporting, cost optimization, and quarterly business reviews.
Helpdesk
Support
CRA’s Manage360° helpdesk delivers a single point of contact for all technology issues — eliminating vendor finger-pointing and minimizing advisor and staff downtime. Our tiered support model scales with your company’s needs.
24/7 support for advisors and staff. Includes onboarding, application support, mobile device management, email protection, VoIP support, and ticket trend reporting.
Complete IT management for financial firms. Remote and onsite support, patching, hardware maintenance, vendor management, technology training, and strategic planning.
Cybersecurity for Financial Firms
Protect client data, meet regulatory requirements, and reduce cyber risk with continuous monitoring and rapid response.
Our Managed Detection and Response (MDR) team monitors your environment 24/7, investigates threats, and automates remediation to minimize business impact.
Autonomous Breach Platform
The autonomous breach platform is purpose-made to provide total protection based on three key pillars: detection and prevention of all advanced and common threats, complete automation of response flow from detection to eradication of malicious activities, and continuous tracking of the process by skilled professionals to guarantee and raise the quality and precision of the procedure.
Defend against ransomware, malware, exploits, and advanced threats.
Detect and prevent unauthorized access, lateral movement, and data exfiltration.
Identify risky behavior through analytics and adaptive monitoring.
Deploy decoys that attract and expose attackers early.
Automated root cause analysis and attack tracing.
Remove threats across users, devices, and networks.
Execute predefined response actions instantly.
View threats, investigations, and remediation activity in one dashboard.
Receive real-time notifications for critical security events.
Detailed reporting on attacks, indicators of compromise, and exposure.
Actively search for hidden threats and suspicious activity.
Expert support for containment, recovery, and remediation.
Cloud computing services share attributes that differentiate them from basic web and network services.
Our cloud services come with advanced servers designed for improved productivity, simplified administration, and stable costs. Plus enhanced performance scalability — no matter if you are an up-and-coming small financial firm looking to optimize operations or an established enterprise striving for better collaboration capabilities. Here are the features of the cloud solutions we offer:
Cloud Services for Financial Firms
Outsourced
One of the main advantages of cloud computing services is the ability to outsource the management of your cloud. This not only reduces cost but also significantly increases productivity. The maintenance of the server and any arising issues are handled by us, thereby reducing your in-house IT needs and associated costs. This means that your team can focus on what they do best - driving your business forward.
Internet-based
Our cloud solutions enable your team to work together anywhere, anytime. This fosters a culture of collaboration and innovation, driving productivity and business growth.
CRA's cloud computing services are accessible over the Internet. This means that no matter where your staff are - in the office, at home, or on the road, they can access everything they need across a variety of devices. This increased accessibility leads to improved productivity and flexibility.
Transparency
The cloud can be adjusted quickly and arbitrarily to meet your storage demands. As your business grows, your cloud services can grow with you, ensuring that you always have the resources you need. Our cloud solutions are designed to provide clear insights into utilizing cloud technology to measure growth and predict costs. This transparency enables you to make informed decisions that drive your business forward.
Multi-Tenant
Our cloud computing services operate on a multi-tenant model. This means that the provider hosts multiple clients on the same platform. This model reduces costs as servers are used to their maximum capacity rather than having space sitting unused. This efficient use of resources means that we can pass on the savings to you.
Consumption-based
Our billing model is based on utility, meaning that clients are charged only for the actual services used. This ensures that you are not paying for resources you don't need, helping keep your costs down and your efficiency up. With CRA's cloud computing, you can provision or increase your utilization of services as needed. This means you can adapt swiftly to changing business conditions and seize new opportunities without the need for significant upfront investment.
Financial Resources
CRA actively publishes research on data backup compliance, how AI is involved with your client data, and SEC/FINRA cybersecurity obligations — making us uniquely positioned to serve your firm's security and compliance needs.
Contact us for a complimentary quote
We’re ready to make our IT support services work for you. When you want managed IT, cyber security for small businesses, or any of our other essential IT services, we’ve got you covered. Contact us today to get started with your free evaluation. As your company, we make your complete satisfaction with our services our number one priority.
hello@consultcra.com
212-376-4040