Managed IT & Cybersecurity for Financial Services

Secure, Compliant IT for Financial Firms in North Carolina.

From registered investment advisors and credit unions to insurance agencies and accounting firms, your clients trust you with their most sensitive financial information. Benchmark Network Solutions delivers fully managed IT and cybersecurity services built around the security, compliance, and availability standards that financial services firms require.

Durham, NC — Serving the Research Triangle Compliance-Ready Security Fixed Monthly Pricing 60-Min Response SLA Local Since 1992
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Your clients expect confidentiality. Your regulators expect controls. We help you prepare for both.

Financial services firms operate in one of the most targeted industries for cybercrime. A single breach can damage client trust, trigger regulatory scrutiny, and create significant operational risk. We help firms across North Carolina build a security posture that protects client information and supports their regulatory obligations.

  • Layered cybersecurity built into your technology plan
  • Practical documentation and control implementation support
  • Secure access for staff working from the office, home, or client locations
  • A Durham team available for remote and on-site support

The risks we keep off your plate.

Financial organizations face a unique combination of regulatory pressure, sophisticated cyber threats, and client confidentiality obligations that demand more than a basic IT setup.

Ransomware & Phishing Attacks

Financial firms are high-value targets. We provide 24/7 threat monitoring, endpoint detection, email protection, and a documented incident response plan so you are never making decisions in a crisis without a playbook.

Regulatory & Compliance Pressure

SEC, FINRA, state insurance regulators, and cyber insurers all have specific IT security requirements. We implement the controls they look for and maintain the documentation that proves compliance.

Secure Remote Access

Advisors and staff need to access sensitive client data from home, client offices, and while traveling. We implement secure VPN, MFA, and device management without sacrificing convenience.

Business Email Compromise

Wire fraud attempts targeting financial firms are increasingly sophisticated. We deploy advanced email security, impersonation protection, and staff training to stop attacks before they reach your inbox.

Everything your firm needs, under one agreement.

We deliver a complete, fully managed technology environment so your team can focus on client relationships instead of IT problems.

Fully Managed IT

Unlimited help desk, remote and onsite support, 24/7 monitoring, patch management, and strategic IT planning — all included at a fixed monthly rate.

  • Unlimited Help Desk
  • Remote & Onsite Support
  • 24/7 System Monitoring
  • Technology Roadmap Planning

Cybersecurity

Multi-layered protection built around the threats financial firms actually face — not a generic security checklist.

  • Endpoint Detection & Response (EDR)
  • Email Security & Anti-Phishing
  • Multi-Factor Authentication (MFA)
  • Dark Web Monitoring
  • Quarterly Vulnerability Assessments

Compliance Support

We implement and document the controls required by financial regulators and cyber insurance carriers, reducing audit risk and liability exposure.

  • Written Information Security Plans (WISP)
  • Incident Response Planning
  • Access Control & Audit Logging
  • Cyber Insurance Readiness

Backup & Business Continuity

Client financial data must be available and recoverable. We implement tested, multi-layered backup with rapid recovery capabilities.

  • Local & Offsite Cloud Backup
  • Microsoft 365 Backup
  • Immutable Storage
  • Documented Recovery Procedures

Microsoft 365 & Cloud

Secure and optimize your Microsoft environment — email, Teams, SharePoint, OneDrive, and Intune — for compliance and productivity.

  • Microsoft 365 Administration
  • Conditional Access Policies
  • Data Loss Prevention (DLP)
  • Entra ID & Intune Management

Network & Infrastructure

Reliable, segmented, and monitored network infrastructure designed to keep client data isolated and access controlled.

  • Firewall Management & Monitoring
  • Secure Wi-Fi & VPN
  • Network Segmentation
  • ISP Redundancy Planning
Support professional wearing a headset and working at a computer

Local support and practical technology guidance for financial firms.

We help financial services teams protect sensitive information, reduce avoidable technology interruptions, and make informed decisions about what to address now and plan for next.

  • Serving North Carolina organizations since 1992
  • Local technicians available for remote and on-site support
  • Technology planning that connects security priorities to business operations
  • Clear coordination with your team, technology vendors, and internet providers
  • Practical cybersecurity controls and documentation support
  • Guidance that helps leadership plan for growth and regulatory change

Common questions from financial services firms.

Can you help our firm meet SEC, FINRA, or state regulatory requirements?

Yes. We help financial firms implement the security controls and documentation practices commonly required by SEC, FINRA, and state regulators — including MFA, encrypted communications, access controls, audit logging, and written information security plans (WISPs).

Do you support financial planning and portfolio management software?

Yes. We support many platforms used by financial advisors and firms, including Redtail, Orion, Envestnet, Riskalyze, Morningstar, eMoney, QuickBooks, and Microsoft 365.

How do you protect sensitive client financial data?

We implement endpoint detection and response (EDR), email security, multi-factor authentication, encrypted data storage, dark web monitoring, and quarterly vulnerability assessments. Every client environment includes a documented incident response plan.

Can you help us meet cyber insurance requirements?

Absolutely. We help financial organizations implement the specific controls cyber insurers require — including MFA on all accounts, endpoint protection, offsite backup, email filtering, and security awareness training.

Do you provide onsite support in the Research Triangle?

Yes. Our Durham-based team provides same-day onsite support for critical issues across Durham, Raleigh, Chapel Hill, Cary, and surrounding areas.

The Benchmark Commitment.

Your firm stays audit-ready, your client data stays protected, and your IT costs stay predictable — every month.

Assess — step 1 of the Benchmark Commitment

We map your full IT environment against SEC, FINRA, and SOC 2 requirements — identifying gaps in access controls, data handling, and business continuity before an examiner or a breach does it for you.

Secure — step 2 of the Benchmark Commitment

We close every gap the assessment uncovers. Encrypted workstations, MFA on all client-data systems, email filtering, and a tested disaster recovery plan — built to satisfy regulators and keep client trust intact.

Support — step 3 of the Benchmark Commitment

We monitor your systems 24/7 so downtime never costs a client relationship. When something needs hands-on attention, a real engineer responds — and can be on-site the same day.

No obligation

Let Your Technology Protect Your Clients — and Your Firm.

Your clients trust you with their financial future. Let us make sure your technology is secure, reliable, and ready for whatever comes next. Start with a free IT assessment — no commitment required.

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