Your firm bought the right tools, but nobody owns the space where the money moves
Microsoft 365, backups, antivirus, cyber insurance, an IT provider. All of it real, all of it in place. What nobody has mapped is whether they actually cover each other when a wire request comes through at 4:45 on a Friday.
Hosted in a SOC2, HIPAA, PCI, and NIST compliant datacenter
The gap is never the thing you were worried about
Here is where it actually bites. Four situations that happen inside firms that did everything right.
You do not need more tools. You need to know which of the ones you already have is not doing what you assume it is. That is the point of the assessment. Free. One call. You keep the findings.
Three gaps, and what each one actually costs a firm like yours
The three we find most often at financial firms, what each one actually does to the business, and what it looks like once it is closed.
Data Breaches & Threats
A compromised email account is all it takes to redirect a wire. Financial loss follows. Then come the regulatory penalties and the client calls you do not want to make.
Layered defense, encryption, and continuous SOC monitoring. An inbound wire request that spoofs a vendor gets flagged before it reaches anyone who can approve it.
Downtime & System Failure
Your core systems go down inside market hours. Transactions fail. Client trust, once lost at a financial firm, is slower to come back than the systems themselves.
Redundant infrastructure and a tested disaster recovery plan. Not a failover you find out works on the day it has to.
Complexities With Compliance
GLBA, PCI DSS, SOC 2, GDPR. When the examiner walks in and asks for your controls documentation, you either have it or you do not. Finding the gaps after the exam starts is the expensive way to find them.
Pre configured compliance templates and audit documentation.
These gaps do not stay small. We close them before they become your next incident or your next exam finding.
Business email compromise is the most expensive crime targeting financial services
Business email compromise cost companies $3.04 billion last year, up from $2.77 billion the year before. 86 percent of that money left through a wire transfer or ACH payment that nobody caught in time, per the FBI's 2025 IC3 Annual Report. The firms that caught it fast recovered more. The ones that did not are in those numbers.
$3.04 billion
Lost to business email compromise in 2025. Up from $2.77 billion the year before.
86 percent of those losses moved by wire transfer or ACH payment.
Per the FBI's 2025 IC3 Annual Report
A newly named ransomware group, Gunra, is actively targeting financial services organizations alongside healthcare and government. They gain access through unpatched remote access and VPN gateways, then threaten to publish stolen data if unpaid.
Per the joint CISA/FBI advisory (AA26-222A), published August 10, 2026
Nine areas, reviewed by people who know financial services
You do not get a technical report nobody reads. You get the short list of what matters most, in order, with a plain-English plan your team can actually run before the next exam cycle.
- 01
Microsoft 365
Tenant configuration, sharing rules, and the admin accounts that rarely get revisited after setup. Including the ones with access to financial data and client records.
- 02
Regulatory Documentation
Where your controls, safeguards, and access records stand against what an examiner or an audit would ask for. In the system, not only in the policy document.
- 03
Email Security
What reaches your staff, what leaves your firm, and whether a spoofed wire request could still get through.
- 04
Identity Management
Who can move money and approve a transaction, and whether former staff and old service accounts are still active.
- 05
Remote Access
Every path into your network from outside the building, including the ones opened for a vendor and never closed.
- 06
Network Infrastructure
Firewalls, segmentation, and whether transaction systems sit on the same network as the guest WiFi in the lobby.
- 07
Business Continuity
What actually keeps running, and for how long, if your primary systems go down inside market hours or during a client-critical window.
- 08
Backup Systems
Not whether backups exist. Whether they restore, how fast, and when that was last proven with an actual test.
- 09
Endpoint Protection
Every workstation, laptop, and device touching customer records and transaction data, including the ones outside your inventory.
A clear process. No guesswork
Every Financial Services Security Assessment runs the same way, on your schedule, with nothing that interrupts trading or client service.
Discover
We review your environment, systems, users, and compliance posture. It starts with one 30 minute call.
What it takes from you: one 30 minute call.
Prioritize
We rank the vulnerabilities by operational and regulatory risk for a firm your size. Wire fraud exposure, identity gaps, and exam-readiness issues come first.
What it takes from you: nothing.
Plan
You get a prioritized roadmap of what would actually hurt you most, not a 40 page technical report nobody reads.
What it takes from you: a decision, on your timeline.
Real findings, not a sales pitch in disguise.
Caught before it cost them
"CloudSource's email security quite literally saved us. A fraudulent wire request that slipped past our previous system was caught and blocked, preventing what would have been a $350,000 loss."
"Before CloudSource, our inboxes were a constant source of stress. Since adding their email security, the volume of phishing attempts and malicious emails has dropped dramatically."
Questions we hear before every assessment
01Is the assessment free, or is it a sales call?
02We already have an IT provider. Why would we do this?
03How does this help with PCI DSS, SOC 2, GLBA, and GDPR?
04Can you actually stop a fraudulent wire request?
05Will the assessment disrupt trading or client service?
06What uptime can we expect?
07Do we have to rip out the systems we already use?
See your firm the way an attacker sees it
Every financial firm has blind spots. The sooner you know where yours are, the more options you have to fix them before a wire goes wrong or an examiner walks in. We start with your domain and your systems, then walk you through what is exposed, in plain English.
- A scored risk picture
- The findings, yours to keep
- A prioritized roadmap