Financial Services
Regulatory pressure on one side, service expectations on the other.
The problems that come up every time.
Financial services carries the heaviest compliance load and the highest customer expectation. Joint Standard 2 of 2024 raised the bar on cyber resilience. At the same time, onboarding still takes days and collections teams cannot reach every account. Both are solvable.
- Joint Standard 2 of 2024 obligations with no clear evidence of compliance
- FICA and KYC onboarding that takes days and loses applicants
- Collections teams that can only reach a fraction of the book each cycle
- Client data spread across systems with unclear access control Unplanned plant downtime with no early warning
- Microsoft licensing renewed on autopilot at inflated cost
- Advisers capturing client information on paper in the field
The stack we typically put into a financial services operation.
Drawn from across all nine pillars and assembled for this environment specifically. Rarely all at once, and almost never in this order.
Cyber Security Review
Four-stage assessment producing a costed, prioritised remediation plan rather than a list of findings.
Regulatory and Standards Alignment
Joint Standard 2 of 2024 and POPIA alignment with board-ready reporting that evidences oversight.
FICA and KYC Digitisation
Document capture, automated verification and digital consent, cutting onboarding from days to minutes.
AI Collections and Revenue Recovery
Contact every account every cycle on voice and WhatsApp, with payment arrangement capture inside the conversation.
Smart Pen and Hybrid Capture
Digitise adviser paperwork in real time while retaining a legally recognisable wet signature.
Microsoft Licence Review
Structured entitlement review typically recovering up to twenty percent of annual licence spend.
Identity and Access Management
Single sign-on, multi-factor authentication and access recertification with audit evidence.
Public Cloud Hosting and Migration
Hyperscale hosting with Rand billing, extended terms and a properly designed landing zone.
Vodacom Business Mobile and SIM-Only Contracts
Adviser and branch handsets on Vodacom Business terms, with a mobile expense review that typically removes a fifth of the monthly bill.
What a client in this sector should expect.
Defensible
Defensible
Defensible
cyber posture against Joint Standard 2 of 2024
Minutes
Defensible
Defensible
not days, to onboard a new client
Higher
Defensible
Higher
collection rates without adding headcount
Figures depend entirely on the starting position. We size the expected result during the design stage and agree how it will be measured before anything is deployed.
Let us walk one of your financial services sites.
We come out, look at what is actually running, and give you a written view of the gaps.
No obligation attached to it.
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