Orient
Benchmark your security to industry best practices.
Security Snapshot is now part of SurgeONE.ai Same experts, even more power.
Our four-step journey—Discover, Orient, Decide, Act—helps you uncover blind spots, benchmark against best practices, build a right-sized plan, and implement it with confidence. No guesswork. No generic templates. Just practical protection tailored to you.
To design and help implement your “right-sized” security plan we have to identify the threats you face, your specific policy requirements and any protections you currently have in place. We also need to uncover any security blind spots and areas of uncertainty.
During the initial discovery phase, answers like, “I’m not sure how we do that.”, “I don’t know what that is.”, “Why is that important?”, “I don’t think we do that.” are to be expected and are the right answers at this stage.
To make this factfinding efficient, we have an on-line security profiler for you to complete. The profiler typically takes around ten minutes to complete.
Using the data gathered in step 1 we identify the things you are doing well, things you could be doing better and, often, things you should be doing that you are not.
We will discuss where you are currently and what risks your existing security plan may not fully address. These may be risks you knew about and made a conscious decision to accept or they may be security blind spots. Your plan will take into consideration your specific Broker Dealer’s requirements, any existing IT support organizations you work with and both your time and monetary budget constraints.
In working with thousands of Financial Professionals, we have developed a range of products and services designed to help them address their unique security requirements taking into consideration:
While working with our team of professionals, we will recommend solutions specifically tailored to fit your needs and priorities.
We develop and help you implement your specific security action plan. We are not just another software company looking to give you yet another “dashboard” to watch. Our team of on-shore professionals work with you to make sure the protections and processes you want get put in place.
Cybersecurity doesn’t need to be overwhelming. Whether you’re a solo advisor or part of a large team, our discovery process helps you understand where you stand—and what matters most to protect your business. No pressure, no sales pitch. Just real answers from real people who understand your world.
