Banks, lenders and advisory firms need low-latency, resilient networks and a security program that stands up to examiner scrutiny.
Connectivity Counsel advises financial services organizations on connectivity, communications, cloud and security. We compare more than 230 providers on your behalf and help you select and implement the right mix, at no cost to you.
What matters most in financial services
- Diverse-path connectivity for branches and trading
- Recorded and archived communications
- Continuous threat monitoring
- Documented disaster recovery
Recommended solutions for financial services
Dedicated Internet Access
Dedicated internet access (DIA) is a private, symmetrical fiber connection with guaranteed bandwidth and a service level agreement, so the speed you buy is the speed you get at all hours.
Ethernet Private Line
Ethernet private line and E-LAN services provide dedicated layer 2 connections between your locations and data centers, keeping traffic off the public internet.
Secure Access Service Edge (SASE)
Secure access service edge combines networking and cloud-delivered security, including secure web gateway, cloud access security broker and zero trust access, in one service.
Managed Detection and Response (MDR)
Managed detection and response pairs security technology with human analysts who watch for threats around the clock and act to contain them.
Unified Communications as a Service (UCaaS)
Unified communications as a service combines business calling, video meetings, team messaging and mobile apps in one cloud platform billed per user.
Disaster Recovery as a Service (DRaaS)
Disaster recovery as a service replicates critical systems to a secondary site or cloud so you can fail over and keep operating after an outage or attack.
Compliance and regulatory considerations
Technology decisions in this sector are commonly shaped by GLBA, PCI DSS, SOX and FINRA recordkeeping. We help you shortlist providers whose attestations, contract terms and service designs support those obligations, and we coordinate the documentation your auditors, insurers or customers request. Your own legal and compliance advisors remain the authority on what applies to your organization.
Providers with experience in this sector
111 providers in our portfolio identify finance as a core market. A sample:
- Effortless Office
- eGain
- EPIC iO
- EXA Infrastructure
- Fatbeam
- FatPipe
- Fidium
- Focus Technology
- Front
- GeoLinks
- Giltech
- Graphiant
- Gryphon.ai
- Helient
- Hiya
- Hyperion Partners
- iFax by Amplify
- Integris
- Kore.ai
- Kustomer
- LevelBlue
- LightEdge
- Liminal
- Lingo
How an engagement works
- Discovery. We review your locations, contracts, invoices and pain points.
- Design and sourcing. We match requirements to providers and collect comparable quotes.
- Selection. You receive a clear comparison of cost, capability, contract terms and risk.
- Implementation and support. We coordinate installation and stay involved for moves, changes, renewals and escalations.
Frequently asked questions
What technology services do financial services organizations need most?
Priorities typically include diverse-path connectivity for branches and trading, recorded and archived communications and continuous threat monitoring. Common solutions are dedicated internet access, ethernet private line and secure access service edge (sase).
Which compliance requirements affect technology choices in financial services?
Decisions are commonly shaped by GLBA, PCI DSS, SOX and FINRA recordkeeping. Connectivity Counsel helps you shortlist providers whose services and documentation support those requirements.
Can Connectivity Counsel support multiple locations?
Yes. We source and coordinate services across single sites, regional groups and nationwide footprints, and can consolidate many local providers under one managed program.
Does it cost anything to use Connectivity Counsel for financial services technology?
No. Connectivity Counsel does not charge clients for advisory, quoting or ordering support. Providers compensate us when you choose their service, and you pay the provider directly under the provider's own contract and pricing.
Is Connectivity Counsel tied to a single provider?
No. Connectivity Counsel is an independent advisor with a portfolio of more than 230 providers. Recommendations are based on your addresses, requirements, budget and timeline, and we show you competing options side by side.