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    • Financial Services

    Financial Services (Advisor / Broker / CFA / CPA / Insurance)

    CDML Solutions for the Financial Sector: Secure, Compliant, and Reliable IT Services

    At CDML Computer Services, we understand the unique challenges faced by businesses in the financial sector, including CPAs, CFAs, financial advisors, insurance agencies, and brokers. Our technology solutions are designed to enhance communication, strengthen security, and ensure regulatory compliance, allowing financial professionals to focus on their clients with confidence.

    Tailored IT Solutions for Financial Businesses

    Secure & Compliant IT Infrastructure

    Financial organizations are held to strict compliance standards, including SEC, FINRA, NYDFS 23 NYCRR 500, and HIPAA for insurance agencies handling health-related data. CDML provides:

    • Data Protection & Encryption – Ensuring client information remains confidential.
    • Compliance-Ready Solutions – IT frameworks that align with financial regulations.
    • Managed IT Services – Continuous monitoring, updates, and proactive management.

    Advanced Cybersecurity for Financial Institutions

    With cyber threats on the rise, financial firms must stay ahead of security risks. CDML offers:

    • Multi-Factor Authentication (MFA) & Zero Trust Security – Enhanced access controls to prevent unauthorized entry.
    • Endpoint Detection & Response (EDR) – AI-driven threat detection to protect client and company data.
    • Email Security & Anti-Phishing Protection – Reducing risks from fraudulent financial communications.
    • Disaster Recovery & Business Continuity Planning – Minimize downtime and ensure data integrity.

    Communication & Collaboration Solutions

    Secure and seamless communication is essential in the financial sector. CDML delivers:

    • VoIP & Unified Communications (UCaaS) – Secure, compliant voice and video solutions for client interactions.
    • Encrypted Email & Messaging – Protect sensitive conversations and data exchanges.
    • Microsoft 365 & Collaboration Tools – Secure document sharing and team collaboration with Microsoft Teams, OneDrive, and SharePoint.

    Cloud & Data Management Services

    Optimized cloud solutions ensure efficiency and security:

    • Cloud Backup & Secure Storage – Protect and access financial data with confidence.
    • Infrastructure as a Service (IaaS) – Scalable cloud environments tailored for financial institutions.
    • Identity & Access Management (IAM) – Control and monitor user access to sensitive systems.

    Compliance Consulting & IT Advisory Services

    Navigating IT compliance can be complex. CDML provides:

    • Regulatory Compliance Assessments – Identify gaps and improve compliance posture.
    • Policy & Procedure Development – Security guidelines for staff and IT operations.
    • Audit & Reporting Tools – Ensure readiness for regulatory audits.

    Partner with CDML for Secure & Compliant IT Solutions

    Financial businesses need a technology partner that understands industry-specific challenges. CDML offers tailored solutions that keep data secure, communication efficient, and compliance in check.