← All client stories
Wealth management
A security lead between a wealth management firm and its IT providers
SaberGuard serves as virtual CISO for a highly ranked wealth management firm and works with its managed service providers on the firm's behalf.
- Client
- Wealth management firm
- Industry
- Wealth management
- Services
- vCISO and advisory, Managed service provider liaison
The situation
The firm is a highly ranked wealth management firm whose IT is run by managed service providers. It wanted senior security advice from someone who answers to the firm rather than to a provider.
What we did
SaberGuard serves as the firm's virtual chief information security officer (vCISO). That means advising leadership on security decisions and acting as the go-between with its managed service providers, so security requests and questions go through someone working for the firm.
Where it stands
SaberGuard continues as the firm's vCISO and its point of contact with its providers.
