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Financial Services

Banking, Insurance and Private Equity

Persistent cyberattacks are forcing financial institutions of all types and sizes to re-evaluate and upgrade security operations. At the same time, the cybersecurity landscape for financial institutions is troubled by an effectiveness problem — a shortage of cybersecurity skills among the IT staff. This gap leaves businesses unable to detect and respond to advanced threats that bypass existing controls.

We’re here to help. Colombia Advisory Group is a management and technology consulting practice that provides managed services to Financial Services companies, large and small. Our Security Practice Group allows banks, insurance companies, and private equity firms to evaluate and navigate security operations, comply with regulatory changes, optimize business operations, and improve IT decision-making.
We will develop a comprehensive cybersecurity strategy to protect your business and help you obtain measurable optional benefits. Our “as-a-service” approach is rapidly becoming the preferred means to detect and respond to advanced threats that bypass existing controls.

Our “as-a-service” approach includes a comprehensive and robust methodology for solving the most critical IT and cybersecurity needs financial institutions face. We initiate most projects with a custom needs analysis and an end-to-end system audit that allows us to create and recommend policy standards and procedures based on appropriate security frameworks. Typically, our financial services clients ask us to take a hands-on approach to implementation and take the lead in project resourcing. However we approach the challenge, the goal is always to safeguard resources by identifying risks, developing and maturing IT governance and cybersecurity programs, followed by implementing solutions that support and meet your organization’s business goals.

We are experienced, engaged managed service and managed security service providers who use a hands-on approach to provide the right blend of experience to successfully deliver, execute, and manage your end-to-end IT and cybersecurity needs.

Our Managed Services and Managed Security Services for Banking, Insurance, and Private Equity Firms focus includes:

Our Managed Services and Managed Security Services for Banking, Insurance and Private Equity Firms focus includes:

  • Strategy, Governance, Risk & Regulatory Compliance
  • Cybersecurity Operations
  • Identity & Access Management
  • Incident Response & Risk Intelligence
  • Application Security
  • Managed Security Provider

Columbia Advisory Group provides an end-to-end approach to IT and cybersecurity for financial institutions. Transfer the responsibilities of technology, infrastructure and compliance to CAG and access greater efficiencies, reduced operational costs and improved services.


Our cybersecurity team begins by developing your customized security programs, plans, risk registers, and policy standards based on your industry’s security frameworks and regulatory environment.

Managed Information Technology

CAG provides managed services tailored to your specific needs, we accomplish your business goals even in the most challenging economic or change environments. We advice the latest technologies & service approaches scaled to your specific requirements and budget.
More than just a consultant, our virtual and interim leaders become your strategic partners, helping you lower operation costs while building, managing, protecting and securing your information technology and cybersecurity footing. Ask us about Chief Information Officer, Chief Information Security Officer and Data Protection Officer services.

GLBA Compliance

We offer comprehensive solutions to help your company comply with GLBA requirements. We can install systems that secure email communications, track and secure digital data, and protect from unauthorized access. In addition, our team can assess or audit your current infrastructure and provide detailed reports about possible vulnerabilities. We’ll then provide the solutions needed to bolster your system.
We can also provide routine maintenance services and test your cybersecurity programs as new threats emerge. With this practice, you’ll remain updated with the latest developments and maintain your customer’s confidence.

PCI Compliance

The Payment Card Industry Data Security Standard (PCI DSS) is a set of requirements that must be followed by companies that take credit card information from customers. The process is called PCI Compliance, and it involves certain steps that involve the company’s IT and cybersecurity infrastructure.
Columbia Advisory Group understands all the requirements needed to achieve full PCI compliance. We’ll provide comprehensive IT solutions for your company, handling aspects such as encryption of data, restricting access, updating software, and scanning for vulnerabilities.

NIST 800-171 Compliance

While GLBA and PCI DSS are created for protecting private customers, NIST 800-171 Compliance applies to government transactions. Companies — especially manufacturers in contract with the Department of Defense and similar agencies — are required to protect the confidentiality of controlled unclassified information. This is meant to secure sensitive government information from nefarious entities who might try to access it.
At Columbia Advisory Group, we fully understand the requirements for NIST 800-171 Compliance. We’ll ensure that your company’s cybersecurity structure is up to standards, audit key areas for vulnerabilities, and implement updates or fixes as necessary.

More than Compliance Readiness

Columbia Advisory Group’s managed compliance services will not only take you through the compliance readiness process but also ensures your organizations abides by regulatory requirements, certification bodies in preparation for third-party audits against security standards and cyber-insurance renewals.
Columbia Advisory group delivers unified security & compliance reporting that allows your business to track its readiness against any security or risk-based standard in real time.

Ready to Talk with an Expert?

Learn how we align our exceptional experience as a leading IT Managed Service Provider to bring measurable benefits to your organization