Financial
Services
Reduce fraud and breach risk, meet demanding regulatory scrutiny, and modernize controls across legacy and cloud environments.
Financial Cybersecurity
by the Numbers
Real outcomes from real financial services engagements, tracked and validated through independent audit and continuous monitoring.
What the 2026
Breach Data Shows
Verizon analyzed more than 22,000 confirmed breaches for the 2026 DBIR. Financial services stayed a top target for financially motivated external attackers.
Confirmed breaches in finance and insurance, from 3,809 total security incidents.
System Intrusion has been the top breach pattern in this sector every year since 2022.
Internal actors fell from 22% of breaches to 12%, and most were accidental.
Source: Verizon 2026 Data Breach Investigations Report, “Industries” section, NAICS 52 (Finance and Insurance). Read the full report at Verizon
Compliance
Controls Map
RB Advisory maps your organization against every major financial compliance framework. We close the gaps before examiners find them.
Every Framework.
Every Requirement.
Deep expertise across every major financial compliance and risk framework, so nothing slips past us.
Built for Financial
Environments
Click any service to see what's included. Each program is built around your specific financial operations and regulatory requirements.
IT risk assessments aligned to GLBA, FFIEC, and NIST frameworks. We evaluate your entire technology environment and deliver prioritized remediation roadmaps that satisfy examiner expectations.
Privacy impact assessments and data flow analysis to ensure member/customer data is properly classified, protected, and handled in compliance with GLBA Safeguards Rule and state privacy regulations.
Network, application, and social engineering penetration tests designed for financial environments. We deliver detailed findings with PCI DSS and FFIEC alignment built in, plus remediation guidance your team can act on immediately.
Formal incident response plan development paired with branch and operations security audits. We ensure your organization has tested playbooks and physical/operational controls that meet examiner expectations.
Ongoing compliance program management with executive-ready board reporting. We build dashboards, metrics, and narratives that translate cybersecurity posture into language boards and examiners understand.
Strengthening Cybersecurity & Compliance
for a Regional Credit Union
Facing increasing regulator pressure, rising threats, and an overextended IT team, this regional credit union needed to formalize its cybersecurity program and achieve GLBA, FFIEC, and PCI DSS alignment before upcoming examinations.
- Increasing regulatory pressure with examinations approaching
- Growing threat exposure with limited detection capabilities
- Overextended IT team without dedicated security personnel
- No formalized incident response plan
RB Advisory deployed a structured approach to close compliance gaps, strengthen threat detection capabilities, and build a sustainable cybersecurity program aligned to financial regulatory requirements.
- Full IT risk and privacy assessment
- Mapped controls to GLBA, FFIEC, and PCI DSS frameworks
- Endpoint protection and vulnerability management deployment
- Tailored cybersecurity awareness training program
- Formal incident response plan development and testing
- 80% reduction in audit findings across all examination areas
- 60% improvement in threat response times
- Enhanced GLBA and FFIEC alignment validated by examiners
- Strengthened member trust through demonstrable security improvements
RB Advisory provided exactly the support we needed to strengthen our cybersecurity program and prepare for upcoming examinations. Their team helped us clarify our priorities, close critical gaps, and build stronger processes around risk management and incident response.
Strengthen Your Cyber
& Compliance Posture
Free 30-minute strategy session with a financial services cybersecurity expert. We'll assess your compliance posture and give you a clear path forward.
Strengthen Your Cyber & Compliance Posture