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FINANCIAL SERVICES IT · MIAMI

IT for Miami financial firms that holds up under regulatory scrutiny.

Financial data is a top-tier target and regulators expect documented controls. Your IT vendor should understand PCI DSS and SEC recordkeeping requirements — not just manage ticket queues. IT2and2 has supported financial advisors, CPA firms, mortgage companies, and fintech startups across South Florida with infrastructure and compliance support that survives audits.

  • PCI DSS compliance support
  • SEC/FINRA recordkeeping & archiving
  • SOC 2 readiness & audit support
  • Business email compromise (BEC) protection
  • Business continuity & rapid recovery
  • Secure remote access with MFA
  • Audit trail & event logging
  • 24/7 monitoring & threat detection
Why financial services IT is different

Regulators don't accept "our IT vendor didn't know" as an answer.

Financial firms face a unique combination of threats: high-value data that criminals want, regulators who expect documented controls, and business operations where downtime during market hours carries real financial consequence. A generic managed IT provider isn't equipped for this environment.

Our founders built IT programs for global financial institutions before IT2and2 existed. We understand what PCI DSS scoping means, why SEC Rule 17a-4 archiving matters, and why Business Email Compromise is the fraud vector that costs financial firms the most. We bring that context to every engagement.

What's included

Compliance-ready IT built for regulated environments.

From PCI DSS gap analysis to BEC protection to sub-4-hour recovery — all managed under one partnership.

PCI DSS compliance support

Scoping, gap analysis, cardholder data environment (CDE) segmentation, firewall reviews, and access control documentation. We prepare you for your QSA assessment and stay involved through remediation.

SEC/FINRA recordkeeping & archiving

Immutable, searchable email and communication archiving with retention policies aligned to SEC Rule 17a-4 and FINRA requirements. Produce records for regulatory inquiries quickly and completely.

SOC 2 readiness

Technical controls for SOC 2 Type I and II: access controls, audit logging, encryption, incident response, change management, and availability monitoring. We work alongside your auditor to make evidence collection straightforward.

Business email compromise (BEC) protection

DMARC, DKIM, and SPF enforcement, domain impersonation detection, MFA on all accounts, and targeted staff training on wire transfer verification — the exact scenario BEC attacks are designed to exploit.

Business continuity & rapid recovery

Documented RTO and RPO targets, encrypted offsite replication, and tested recovery procedures. Sub-4-hour RTO designed for firms where downtime during business hours has quantifiable cost.

Audit trail & event logging

Centralized log aggregation across endpoints, servers, firewalls, and cloud services. Every privileged access event is recorded and retained. When regulators or auditors request logs, they're searchable and available immediately.

Frequently asked

Questions Miami financial firms ask us first.

Don't see yours? Send it over.

Do you support PCI DSS compliance?
Yes. We've guided payment-handling businesses through PCI DSS scoping, gap analysis, and remediation. This includes network segmentation, cardholder data environment (CDE) isolation, firewall rule reviews, access control documentation, and preparation for your Qualified Security Assessor (QSA) review. We stay involved through your first audit so there are no surprises.
Can you help us meet SEC or FINRA recordkeeping requirements?
Yes. SEC Rule 17a-4 and FINRA recordkeeping rules require immutable, searchable communication archiving with specific retention periods. We configure compliant archiving systems and retention policies aligned with your regulatory requirements, and we can produce records in response to regulatory inquiries quickly and completely.
What does SOC 2 readiness look like with IT2and2?
We help you build the technical controls needed for SOC 2 Type I and Type II: access controls, audit logging, encryption, incident response procedures, change management, and availability monitoring. We work alongside your auditor or CPA to make evidence collection straightforward and reduce the time and cost of the audit engagement.
How do you protect against business email compromise and wire fraud?
Business Email Compromise (BEC) is the primary financial fraud vector — losses exceeded $2.9 billion in the most recent FBI IC3 report. We implement DMARC, DKIM, and SPF email authentication, impersonation detection, MFA on all email accounts, and targeted staff training on wire transfer verification procedures. We also help firms implement dual-approval workflows for wire transactions.
What is your business continuity capability for a trading day outage?
Our managed clients have documented RTO and RPO targets established at onboarding. For financial firms, we typically design for sub-4-hour RTO with encrypted offsite replication updated every 15 minutes. All recovery plans are tested on a defined schedule — not just documented and filed away.
Other industries we serve

Vertical IT expertise across South Florida.

Let's talk

Your IT should be boring. We make it so.

Book a free 30-minute call. We'll review your current compliance posture, identify the gaps, and send you a one-page action plan — no pitch, no obligation.

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