IT Services for Seattle Finance and Insurance Firms
Regulatory pressure and cyberthreats don’t let up for Seattle financial and insurance firms. Neither do we.
IT Built for Finance and Insurance
Financial and insurance firms are attractive and heavily regulated targets. Client assets, account data, policy records and transaction histories need protection that surpasses standard business IT.
CMIT Seattle supports independent RIAs, wealth management firms, insurance agencies, mortgage brokers and financial services companies across the Puget Sound.
We work with the platforms your team depends on: Orion, Redtail, Riskalyze, Salesforce Financial Services Cloud, Applied Epic and beyond. When you bring on new software, we can typically certify our team in it.
Washington’s financial and insurance sectors answer to multiple regulatory bodies: FINRA, the SEC, the Washington Office of the Insurance Commissioner (OIC). Our in-house security operations team knows those frameworks and helps you stay compliant without disrupting your day.
And if something goes awry, our team acknowledges and starts resolution within 1 hour, 95% of the time. In financial services, system downtime can be a compliance event.
Let’s build your IT infrastructure the right way.
Contact UsFinance and Insurance IT Challenges and CMIT Seattle’s Solutions
Your Seattle-area finance or insurance firm knows these IT realities all too well. We build solutions to handle them expertly.
Regulatory Compliance Across Multiple Frameworks
Financial and insurance firms rarely answer to just one regulator. FINRA and SEC requirements apply to broker-dealers and RIAs. GLBA governs data safeguarding for nearly all financial services firms. Washington’s OIC sets standards for insurance operations. We map your mandates, introduce the right technology controls and keep your documentation audit-ready.
Ransomware, Wire Fraud and Business Email Compromise
Financial firms are among the most targeted organizations for cybercrime (for obvious reasons). Ransomware, wire fraud and business email compromise (BEC) attacks are designed to divert transactions. We stack endpoint protection, DNS filtering, EDR, MFA and email security across your setup. We also train staff to recognize the social engineering tactics financial criminals use.
Client Data Protection and Confidentiality Controls
GLBA’s Safeguards Rule requires financial firms to implement and maintain a written information security program. CMIT Seattle helps you meet that obligation with documented controls, access management, encrypted backups and continuous monitoring. You can demonstrate compliance when examiners ask.
Remote Advisor and Multi-Office Connectivity
Independent advisors and distributed insurance teams need secure, reliable access from offices, home bases and client sites. We manage remote access infrastructure, mobile device management and Microsoft 365 or Google Workspace environments. Your team stays productive, and your client data stays protected across the board.
Financial Platform and Software Management
Orion, Redtail, Applied Epic and similar platforms are business-critical, and outages or access failures have direct client impact. CMIT Seattle handles integrations, licensing, updates and performance for the financial and insurance software your operations rely on.
One data breach in the finance sector costs nearly $5.6 million.
Services That Matter Most for Seattle Finance and Insurance Firms
Your firm’s IT services have to protect your data, regardless of where work happens. We recommend these core services to secure your daily (and nightly) work.
Find custom plans for financial and insurance firms from 5 to 200 seats, no hidden fees or surprise costs.
Explore All CMIT Seattle ServicesFinance and Insurance IT: FAQs
Have questions about our financial-focused IT services in Seattle? We’ve got answers.
What does CMIT Seattle do when a financial firm faces a regulatory examination or audit?
We maintain documented evidence of your technology controls, access management, risk assessments and incident response procedures. That’s the paper trail FINRA, GLBA, SEC and Washington OIC examiners request. We can also help you respond to examiner inquiries and close any gaps the process uncovers.
How does CMIT Seattle protect against wire fraud and BEC?
BEC and wire fraud usually enter through email: spoofed addresses, compromised accounts, urgent payment requests designed to bypass normal judgment. Beyond email security and MFA, we help establish internal verification protocols for transaction requests. That’s the most effective defense against financial social engineering.
Does CMIT Seattle support financial platforms like Orion, Redtail or Applied Epic?
Yes. We support cloud and on-premise financial and insurance platforms, and we can certify our team in new software you adopt. If your firm relies on it, we can most likely learn it.
Can cloud services meet GLBA and SEC data security requirements?
Yes, when properly configured. CMIT Seattle designs cloud environments with encrypted storage, controlled access, audit logging and compliance documentation. These elements align with GLBA Safeguards Rule requirements and SEC cybersecurity expectations.
How does CMIT Seattle reduce compliance risk for remote financial advisors?
Remote work creates unique exposure: unsecured home networks, personal devices accessing client data, collaboration tools not designed with GLBA in mind. We address each directly: secure remote access, MDM for devices touching client data and configurations that meet Safeguards Rule requirements.
Can CMIT Seattle help us meet our cyber insurance security requirements?
Yes. Insurers require MFA, EDR, tested backups, security training and a written information security program. That’s largely the same list we provide. We document your security posture in the format underwriters request, which also satisfies your GLBA Safeguards Rule mandates.
What does after-hours support look like?
Our help desk is available 24/7 by phone, chat, email or text. After-hours requests receive a 1-hour callback from 5 p.m. to 10 p.m. on weekdays and from 8 a.m. to 10 p.m. on weekends.
Contact CMIT Seattle for Finance and Insurance IT Services
Your clients trust you with their financial futures, and we build IT solutions that live up to that responsibility. From independent RIAs in Bellevue to regional insurance agencies serving SoDo clients, we’re here to help.