Technology Solutions for Financial Services

Financial services compliance extends well beyond banks and investment firms — it applies to any organization that handles customer financial information, offers financing, or processes financial transactions.

Credit unions, insurance providers, and even some retailers offering in-house financing can fall under the same regulatory requirements as traditional banks.

Financial institutions are subject to multiple overlapping frameworks depending on their size and services — including GLBA, PCI DSS, SOC 2, NIST CSF, and state-level data breach notification laws.

Marco's cybersecurity team can help financial institutions meet the requirements that apply to your institution.

Marco has completed a SOC 2 Type II examination for both managed IT and managed print services. 

SOC 2 is an independent audit framework that verifies an organization's controls around security, availability, and confidentiality.

Printers in financial services environments handle sensitive client documents — account statements, loan applications, and compliance records.

A provider that has kept up with evolving threats should provide unique device passwords, secure decommissioning protocols, and print security assessments. Managed print can also eliminate the operational overhead of managing supplies and maintenance across multiple locations.

Unplanned downtime in financial services disrupts customer service, delays transactions, and creates regulatory exposure. The cost of downtime extends beyond lost productivity — reputational damage and client trust erosion are often harder to recover from.

Financial institutions hold data that's directly monetizable — account numbers, transaction histories, and customer identities — which makes them a higher-value target than most industries.

A breach also carries consequences beyond the incident itself: regulatory notification windows, client disclosure requirements, and potential civil liability all kick in while the organization is still in the middle of responding, which raises the stakes well past the typical downtime and recovery costs most industries face.

Marco's Managed IT Services are priced per user, so smaller institutions can still access the support they need at a price point that makes sense.

Additionally, Marco's IT consulting services include fractional CISO and CIO support, giving smaller institutions senior-level leadership without the cost of a full-time hire. 

Start with one well-defined, repetitive process rather than trying to automate everything at once — document-heavy work like loan processing, compliance monitoring, and transaction reporting are common starting points because they're high-volume and rule-based, which makes the time savings show up fast.

Marco's AI and automation services help financial institutions identify which process is the best first fit, and the AI & Automation Survey is a quick way to see where to begin.