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Compliance

How a Financial Services Firm Stopped Living in Fear of Security Breaches

Financial services • 3-4 employees • Digital-first operations

Adam Dekker • Financial Services Firm

The Challenge

Adam Dekker runs a 100% digital financial services firm where data security and uptime are absolutely critical. For years, he cobbled together his own IT security with off-the-shelf antivirus, cloud storage, and Google searches for best practices—a massive time investment for someone who's not an IT person. He lived in constant fear of a security breach with no real solution if something catastrophic happened. When the IRS WISP requirement became unavoidable, he realized he couldn't just download a boilerplate template—it needed to be customized and actually protect his firm.

The Solution

Verito provided the all-in-one security solution Adam desperately needed, starting with a customized WISP and extending to comprehensive cybersecurity, backups, and regular maintenance. The migration happened while onboarding a new employee with new computers—a process that previously took almost a week now took less than a morning. Regular quarterly check-ins with real people (not help tickets) keep everything maintained proactively, security runs invisibly in the background, and team members can resolve their own issues directly with support. The mental load is gone—Adam no longer lives in fear of breaches and can focus on financial planning instead of playing IT support.

18 days to full compliance

$0 in fines

100% audit pass rate

Background

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