Finance Business A
Problem:
The financial industry requires tough SEC compliance. It can be overwhelming for smaller companies with no IT department to keep up with all the requirements independently and ensure they stay compliant.
Solution:
Financial Services – SaaS.
Success:
CloudSmart IT stepped in as a fractionalized IT department to fill the void for this client. From there, we use our partnerships with trusted vendors who keep our clients compliant. From maintaining records for the correct amount of time to knowing which Microsoft licenses are ired to meet industry standards, we created the right tools and a wall of cybersecurity around this company to keep them safe while effectively using the SaaS tools that come with their Microsoft M365 licenses. However, it is also important for all employees to be professionally trained on the security tools we use. Just like with every CloudSmart IT client, every one of their employees receives ongoing training so they can keep up their guard against bad actors and avoid making costly mistakes that could harm the company and their clients.
Compliance Requirements:
Software Used:
Microsoft Office 365, Adobe Acrobat Reader.
Finance Business B
Problem:
This new, small financial-consulting company was opening and would be working from its home office. With strict compliance requirements for financial institutions, ensuring that the home office network, computers, and Microsoft accounts were properly secured was important.
Solution:
Financial – SaaS.
Success:
We installed a WatchGuard firewall and Ubiquiti network equipment that we can monitor and manage from our portal, just like any other Managed Network we support, and set up their computers on our Managed Computer package that includes cybersecurity, backup, and other features to keep them running securely and effectively. They also receive unlimited help-desk support, just like they would if they worked with a large company with an IT department. They run file management with SharePoint, which is included with their M365 subscriptions, which we manage for them.
Compliance Requirements:
Software Used:
Microsoft Office 365, Adobe Acrobat Reader.
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