Cybersecurity for Financial Services in Raleigh-Durham

Protect your clients' financial data with enterprise-grade cybersecurity. Petronella Technology Group provides specialized IT and security solutions for financial professionals across the Triangle.

Why Financial Services Need Specialized Cybersecurity

As a financial professional, you understand the importance of protecting your clients' investments. But are you applying the same rigor to protecting their personal financial data? The financial services industry is one of the most targeted sectors for cyber attacks, and the consequences of a breach go beyond financial loss -- they erode the trust that is the foundation of your client relationships.

Petronella Technology Group has decades of experience providing IT and cybersecurity solutions to financial professionals in Raleigh, Durham, Chapel Hill, and the Research Triangle. We make sure your clients' data is protected so you can focus on managing their wealth.

Our Financial Services Solutions

  • Regulatory compliance support for SEC, FINRA, and PCI-DSS requirements
  • Data encryption and secure communications for client financial information
  • Network security monitoring and threat detection
  • Email security and anti-phishing protections
  • Secure remote access for advisors and staff
  • Data backup and disaster recovery planning
  • Security awareness training for your team
  • Incident response planning and breach preparedness
  • Penetration testing and vulnerability assessments

Who We Serve

  • Financial advisors and wealth management firms
  • Accounting and CPA firms
  • Insurance agencies
  • Banking and credit union operations
  • Investment firms and hedge funds
  • Financial technology companies in the RTP corridor

Why PTG for Financial Services?

You would not recommend that your clients pull out their professionally managed portfolio and gamble on a single stock. So why gamble with the security of their personal financial data by handling cybersecurity without professional expertise?

  • Compliance-aware approach aligned with financial industry regulations
  • Local, responsive team based in Raleigh-Durham
  • Proactive security monitoring rather than reactive break-fix
  • Transparent reporting and documentation for auditors
  • Full-service capability from assessment through implementation

Frequently Asked Questions

What regulations affect financial services cybersecurity?
Financial firms may be subject to SEC cybersecurity rules, FINRA requirements, PCI-DSS standards for payment card processing, state privacy laws, and various industry best practices. PTG helps you navigate the specific regulations that apply to your firm.
How do you protect client financial data?
We implement multi-layered security controls including encryption, access controls, network segmentation, email security, endpoint protection, and continuous monitoring. Our approach is tailored to the specific risks facing financial services organizations.
Can you help us pass regulatory audits?
Yes. Our security implementations and documentation are designed to support your compliance with regulatory requirements. We can help you prepare for and respond to audits from SEC, FINRA, and other regulatory bodies.
Do you work with our existing compliance team?
Absolutely. We integrate with your internal compliance function to ensure that our technical security measures align with your broader compliance program.
What happens if we experience a security incident?
PTG provides incident response services that include rapid containment, forensic analysis, and support for regulatory notification requirements. We can also implement ongoing monitoring to detect and respond to threats before they become incidents.

Protect Your Clients' Financial Data

Contact Petronella Technology Group to discuss cybersecurity solutions designed specifically for financial services firms.

919-348-4912 Schedule a Consultation

5540 Centerview Dr., Suite 200, Raleigh, NC 27606

Why Choose Petronella Technology Group

Petronella Technology Group has been a trusted IT and cybersecurity partner for businesses across Raleigh, Durham, Chapel Hill, Cary, Apex, and the Research Triangle since 2002. Led by CEO Craig Petronella, a Licensed Digital Forensic Examiner, CMMC Certified Registered Practitioner, and MIT-certified professional in cybersecurity, AI, blockchain, and compliance, PTG brings deep expertise to every engagement.

With BBB accreditation since 2003 and more than 2,500 businesses served, PTG has the experience and track record to deliver results. Craig Petronella is an Amazon number-one best-selling author of books including "How HIPAA Can Crush Your Medical Practice," "How Hackers Can Crush Your Law Firm," and "The Ultimate Guide To CMMC." He has been featured on ABC, CBS, NBC, FOX, and WRAL, and serves as an expert witness for law firms in cybercrime and compliance cases.

PTG holds certifications including CCNA, MCNS, Microsoft Cloud Essentials, and specializes in CMMC 2.0, NIST 800-171/172/173, HIPAA, FTC Safeguards, SOC 2 Type II, PCI DSS, GDPR, CCPA, and ISO 27001 compliance. Our forensic specialties include endpoint and networking cybercrime investigation, data breach forensics, ransomware analysis, data exfiltration investigation, cryptocurrency and blockchain analysis, and SIM swap fraud investigation.

Our Approach to Cybersecurity

At Petronella Technology Group, cybersecurity is not just about installing antivirus software or setting up a firewall. We take a comprehensive, layered approach to security that addresses people, processes, and technology. Our methodology is built on industry-standard frameworks including NIST Cybersecurity Framework, CIS Controls, and MITRE ATT&CK, ensuring that your security program is aligned with the same standards used by Fortune 500 companies and government agencies. Every engagement begins with a thorough assessment of your current security posture, followed by a prioritized remediation roadmap that addresses your most critical risks first.

Our security operations team provides continuous monitoring through our Security Information and Event Management platform, which correlates events across your entire environment to detect threats in real time. When a potential threat is identified, our analysts investigate and respond immediately, often containing threats before they can cause damage. This proactive approach dramatically reduces the risk of successful cyberattacks and provides the rapid response capability that is essential in today's threat landscape.

We believe that employee awareness is one of the most important layers of defense. Human error remains the leading cause of data breaches, and no amount of technology can fully compensate for untrained employees. PTG provides comprehensive security awareness training programs that educate your team about phishing, social engineering, password security, data handling, and incident reporting. Our training programs include simulated phishing campaigns that test employee readiness and identify areas where additional education is needed, helping organizations build a strong security culture from the ground up.

Beyond prevention, PTG prepares organizations for the reality that breaches can occur despite the best defenses. Our incident response planning services help businesses develop, document, and test response procedures so that when an incident does occur, your team knows exactly what to do. From tabletop exercises to full incident simulations, we ensure that your organization is prepared to respond quickly and effectively, minimizing damage, preserving evidence, and meeting all regulatory notification requirements within required timeframes.

The PTG Compliance Process

Achieving and maintaining regulatory compliance requires a structured, repeatable process. PTG has developed a proven compliance methodology refined over more than two decades of helping businesses navigate complex regulatory requirements. Our process begins with a comprehensive gap assessment that evaluates your current policies, procedures, and technical controls against the specific requirements of your target framework. This assessment identifies exactly where your organization stands and what needs to be done to achieve compliance.

Following the gap assessment, PTG develops a prioritized remediation roadmap that outlines every action item needed to close identified gaps. We categorize items by risk level and effort required, allowing organizations to address the most critical deficiencies first while planning for longer-term improvements. Our consultants work alongside your team to implement technical controls, develop required policies and procedures, create employee training programs, and establish the documentation and evidence collection processes needed to demonstrate compliance during audits and assessments.

Compliance is not a one-time project but an ongoing commitment. Regulations evolve, threats change, and business environments shift. PTG provides continuous compliance monitoring services that track your compliance status in real time, alert you to emerging gaps, and ensure that your security controls remain effective. We conduct regular internal audits, update policies as regulations change, and prepare your organization for external audits or assessments. Our goal is to make compliance a natural part of your business operations rather than a periodic scramble to meet audit deadlines.

For organizations subject to multiple compliance frameworks, PTG takes a unified approach that maps overlapping requirements across frameworks. Rather than implementing separate programs for each regulation, we build a comprehensive security and compliance program that satisfies multiple requirements simultaneously. This integrated approach reduces costs, eliminates redundant processes, and provides a clearer picture of your overall security and compliance posture, making it easier to manage ongoing obligations and demonstrate compliance to auditors, clients, and business partners.

Additional Questions and Answers

What are the most common cybersecurity threats facing businesses today?
The most common cybersecurity threats include ransomware attacks, phishing and social engineering, business email compromise, insider threats, and supply chain attacks. Ransomware alone costs businesses billions of dollars annually, with the average ransom demand exceeding two hundred thousand dollars. Phishing remains the primary attack vector, responsible for over ninety percent of successful breaches. PTG helps businesses in Raleigh, Durham, and the Research Triangle defend against all of these threats through layered security controls, employee training, and continuous monitoring provided by our managed security operations center.
How often should a business conduct cybersecurity assessments?
Best practices recommend conducting comprehensive cybersecurity assessments at least annually, with vulnerability scans performed quarterly or monthly. Businesses in regulated industries such as healthcare, finance, and government contracting may need more frequent assessments to maintain compliance with frameworks like HIPAA, PCI DSS, CMMC, and SOC 2. PTG provides ongoing security assessment services that help organizations identify and remediate vulnerabilities before they can be exploited by threat actors, using industry-standard tools and methodologies aligned with NIST Cybersecurity Framework guidelines.
What is the difference between a vulnerability assessment and penetration testing?
A vulnerability assessment systematically scans your network, systems, and applications to identify known security weaknesses and misconfigurations. A penetration test goes further by actively attempting to exploit those vulnerabilities to determine the real-world impact of a breach. Both are essential components of a mature cybersecurity program. PTG offers both services, providing detailed reports with prioritized remediation recommendations tailored to your specific environment and risk profile. Our penetration testing team uses the same techniques as real-world attackers to give you an accurate picture of your security posture.
How can small businesses afford enterprise-grade cybersecurity?
Small and mid-sized businesses can achieve enterprise-grade security through managed security service providers like PTG. Rather than hiring a full in-house security team costing hundreds of thousands of dollars annually, businesses can leverage PTG's expertise, tools, and twenty-four-seven monitoring at a fraction of the cost. Our managed security packages are designed specifically for SMBs in the Research Triangle, providing comprehensive protection including endpoint detection and response, SIEM monitoring, email security, and compliance management at predictable monthly costs that fit small business budgets.
What should a business do immediately after discovering a data breach?
Upon discovering a data breach, businesses should immediately activate their incident response plan, isolate affected systems to prevent further data loss, preserve all evidence for forensic analysis, notify legal counsel, and begin documenting the timeline of events. Depending on the type of data compromised, regulatory notification requirements under HIPAA, state breach notification laws, or other frameworks may apply with strict deadlines. PTG provides incident response services and digital forensics to help businesses contain breaches, investigate root causes, fulfill all notification obligations, and implement measures to prevent future incidents.

PTG Service Areas

Petronella Technology Group delivers a comprehensive suite of technology and cybersecurity services to businesses throughout the Research Triangle. Our managed IT services provide proactive monitoring, maintenance, and help desk support that keeps your technology running smoothly and your team productive. We handle everything from server management and workstation support to cloud migrations and network infrastructure, giving you a complete IT department without the overhead of hiring in-house staff.

Our cybersecurity services protect your business from the constantly evolving threat landscape. We offer security risk assessments, vulnerability scanning, penetration testing, security awareness training, endpoint detection and response, email security, and managed SIEM monitoring. For businesses that need to meet regulatory requirements, our compliance consulting services cover CMMC, NIST, HIPAA, SOC 2, PCI DSS, GDPR, CCPA, ISO 27001, and FTC Safeguards Rule compliance with gap assessments, remediation planning, policy development, and audit preparation.

PTG also provides digital forensics and incident response services for businesses and law firms dealing with data breaches, cybercrimes, and litigation support. Our forensic lab handles computer and mobile device forensics, network forensics, cryptocurrency investigation, and electronic discovery. Craig Petronella provides expert witness testimony and forensic consulting for attorneys across North Carolina. Additionally, our cloud services team manages migrations to and ongoing operations in Microsoft Azure, AWS, Google Cloud, and private cloud environments.

Our emerging technology practice helps businesses leverage artificial intelligence, blockchain, and automation securely and compliantly. From custom AI development and secure inference hosting to AI compliance consulting and blockchain security, PTG ensures that organizations can adopt new technologies without compromising security or regulatory standing. We combine deep technical expertise with practical business insight to deliver technology solutions that drive real results for businesses of all sizes in the Raleigh-Durham-Chapel Hill area.

Ready to Get Started?

Contact Petronella Technology Group today for a free consultation. Serving Raleigh, Durham, Chapel Hill, and the Research Triangle since 2002.

919-348-4912 Schedule a Free Consultation

5540 Centerview Dr., Suite 200, Raleigh, NC 27606