Financial services IT · Sydney

Secure, well-tested IT for financial services.

Financial advisers, mortgage brokers, accountants, lenders and insurers hold sensitive client data and depend on systems that must work correctly. We bring managed IT, cybersecurity and testing experience from banking and insurance programs to businesses of every size.

What we hear

Pressure points in financial services IT

  • Licensees, aggregators, lenders or cyber insurers send long security questionnaires.
  • Client data sits in CRMs, email, platforms and spreadsheets, with no single view of who can access it.
  • A platform change or data migration is coming, and errors would affect client money.
  • Business email compromise and payment fraud are a constant threat.
  • Auditors and partners ask for evidence of controls that were never written down.

How we help

Security, reliability and evidence

Security

Cybersecurity and Essential Eight

MFA, patching, endpoint protection, email security and a staged Essential Eight roadmap.

Evidence

Security questionnaires and evidence

We help you answer security questionnaires accurately and keep the evidence behind every answer.

Email

Microsoft 365 and secure email

Secure Microsoft 365, impersonation protection and safe document sharing with clients.

Testing

Software testing and UAT

Independent testing of platform upgrades and new systems before your clients are affected.

Migration

Data migration validation

Reconciliation of client records, balances and key fields when moving between systems.

Support

Managed IT and helpdesk

Reliable day-to-day support, monitoring and patching, priced per screen.

About regulation. We put the technical controls, testing and documentation in place. We don't provide legal or compliance advice, and your obligations depend on your licence and structure. If you're APRA-regulated, we can support the technical side of CPS 234 information security work alongside your compliance team.

Why Vector

Experience from regulated programs

Vector's founder has more than 20 years of IT experience leading testing and delivery for complex programs across banking, insurance, financial services and data migration.

Industry background

We understand how financial services businesses handle risk, change and audit.

Testing discipline

Changes are tested and evidenced before they reach clients.

Documented controls

Policies, access reviews and test results kept ready for whoever asks.

Simple pricing

Managed IT plans priced per screen, with project work quoted up front.

Questions

Frequently asked questions

Can you help us answer a security questionnaire?

Yes. We'll work through it with you, answer the technical questions accurately and help close any gaps it uncovers.

Do you have financial services experience?

Vector's founder has more than 20 years of IT experience leading testing and delivery for complex programs across banking, insurance, financial services and data migration.

Can you test our new platform before we switch over?

Yes. We can plan and run integration, acceptance and data migration testing, and give you a readiness summary before cutover.

Need stronger security or a safer system change?

Book a free IT consultation. We'll look at your current setup and the change ahead, and suggest a practical next step.