Who we serve · Financial Services
Cybersecurity & Managed IT Services for Financial Services in Texas
Financial services firms are among the most targeted organizations in the cybersecurity threat landscape. Banks, credit unions, wealth management firms, hedge funds, and broker-dealers handle vast quantities of sensitive financial data and facilitate high-value transactions — making them irresistible targets for cybercriminals, nation-state actors, and insider threats.
- 24/7 Texas SOC
- Veteran-owned SDVOSB
- No ticket queue
- Texas & nationwide coverage
At CoreRecon, we provide managed IT and cybersecurity services specifically designed for the regulatory complexity and security demands of the financial sector. Our team understands the unique compliance requirements, operational constraints, and threat vectors that financial institutions face every day.
The threat picture for financial firms
The FBI’s Internet Crime Complaint Center (IC3) recorded a record $16.6 billion in reported cybercrime losses across the United States in 2024, and business email compromise alone accounted for roughly $2.8 billion. Texas consistently ranks among the top states for reported losses. Attackers go after wire transfers, online-banking and client-portal credentials, advisor and loan-officer mailboxes, and the third-party vendors that connect to your core systems.
Federal rules that have tightened
- FTC Safeguards Rule: since May 13, 2024, non-bank financial institutions, including mortgage brokers, lenders, auto dealers, tax preparers and CPA firms, must notify the FTC within 30 days of discovering a breach involving unencrypted information of 500 or more consumers.
- SEC Regulation S-P amendments: broker-dealers, investment advisers and other covered firms need a written incident response program, vendor oversight and customer notification within 30 days of a breach. Larger firms had to comply by December 3, 2025, and smaller firms by June 3, 2026.
- Banks: the federal Computer-Security Incident Notification Rule requires banks to notify their primary federal regulator within 36 hours of a qualifying incident.
- Credit unions: federally insured credit unions must report reportable cyber incidents to the NCUA within 72 hours.
- Examinations: with the FFIEC Cybersecurity Assessment Tool retired in 2025, examiners increasingly look for programs mapped to the NIST Cybersecurity Framework 2.0.
Texas requirements
Under the Texas Identity Theft Enforcement and Protection Act (Texas Business & Commerce Code §521.053), a business must notify affected individuals without unreasonable delay and no later than 60 days after determining a breach occurred, and must notify the Texas Attorney General within 30 days when 250 or more Texans are affected. Financial firms operating in Texas often have to meet these deadlines alongside their federal ones.
CoreRecon helps Texas banks, credit unions, advisers, lenders and accounting firms meet these timelines with a tested incident response plan, 24/7 monitoring that detects incidents early, MFA and email security, vendor risk reviews, and documentation ready for examiners and auditors.
Key Takeaways
- Financial services firms face relentless cyberattacks targeting client assets, PII, and transaction systems — the average cost of a financial sector breach exceeds $5.9 million.
- CoreRecon delivers managed cybersecurity and IT services designed for banks, credit unions, hedge funds, RIAs, broker-dealers, and insurance agencies across Texas.
- Our services align with PCI DSS, SOC 2, GLBA, SEC/FINRA cybersecurity requirements, and Texas SB 2610 compliance mandates.
- As a veteran-owned SDVOSB with 30+ years of experience, CoreRecon brings military-grade discipline to financial cybersecurity.
Compliance we help financial services firms meet
- GLBA / FTC Safeguards Rule
- FFIEC guidance
- SEC Regulation S-P
- PCI-DSS
- NIST CSF
Financial Services
Why Financial Services Firms Need Specialized Cybersecurity
The financial sector faces a threat landscape that is both broader and deeper than most industries. Attackers use sophisticated techniques, including business email compromise (BEC), account takeover fraud, supply chain attacks targeting financial software vendors, and ransomware campaigns specifically designed to maximize pressure on organizations that cannot afford downtime.
Regulatory pressure compounds the challenge. Financial institutions must comply with a complex web of federal and state requirements, including PCI DSS for payment card data, GLBA Safeguards Rule for customer financial information, SOC 2 Type II for service organizations, SEC and FINRA cybersecurity rules for registered entities, and Texas-specific requirements under SB 2610. Non-compliance can result in regulatory penalties, loss of client trust, and exclusion from industry partnerships.
Financial Services
Financial Institutions We Serve
CoreRecon has direct experience securing IT environments for diverse financial organizations across Texas. We serve community banks and credit unions, wealth management and registered investment advisory (RIA) firms, hedge funds and private equity firms, broker-dealers and trading operations, mortgage companies and lending institutions, accounting and CPA firms, insurance agencies and brokerages, fintech startups and payment processors, and family offices managing high-net-worth portfolios.
Financial Services
CoreRecon’s Financial Services Cybersecurity Solutions
24/7 SOC Monitoring and Threat Detection
Our 24/7 Security Operations Center provides continuous monitoring of your financial network. We detect unauthorized access attempts, anomalous transaction patterns, data exfiltration attempts, and insider threats in real time. Every alert is investigated by experienced analysts who understand the difference between normal financial operations and genuine security events.
PCI DSS Compliance Services
If your organization processes, stores, or transmits payment card data, PCI DSS compliance is mandatory. CoreRecon’s PCI DSS compliance services include gap assessments, remediation planning, network segmentation validation, and ongoing compliance monitoring. We help you achieve and maintain compliance while minimizing operational disruption.
Penetration Testing and Vulnerability Assessments
Our penetration testing team conducts authorized simulated attacks against your financial IT infrastructure. We test network perimeters, web applications, APIs, and employee security awareness — then deliver actionable findings mapped to your regulatory requirements.
Security Assessments and Compliance Audits
CoreRecon’s internal and external security assessments provide comprehensive evaluations of your security posture against frameworks like NIST CSF, CIS Controls, and FFIEC CAT. These assessments satisfy regulatory examination requirements and provide the documentation your auditors and examiners need.
Incident Response Planning
Our incident response services help financial institutions prepare for, respond to, and recover from security incidents. We develop customized incident response plans, conduct tabletop exercises, and provide rapid response when incidents occur — including forensic investigation, regulatory notification support, and recovery assistance.
Financial Services
Managed IT Services for Financial Operations
Beyond cybersecurity, CoreRecon provides full managed IT services that keep financial operations running efficiently and securely. Our services include network infrastructure management with redundancy and failover designed for trading and transaction processing environments, cloud computing services with financial-grade security controls and data residency compliance, endpoint management across all workstations and mobile devices with encryption and access controls, secure email and communication platforms with DLP and archiving for regulatory compliance, backup and disaster recovery with RPO and RTO targets appropriate for financial operations, and help desk support staffed by technicians who understand financial applications and workflows.
Financial Services
Cyber Insurance Readiness for Financial Firms
Financial services firms face some of the strictest cyber insurance underwriting requirements. Insurers demand evidence of MFA, EDR, email security, encrypted backups, incident response planning, and employee security training before issuing coverage. CoreRecon’s managed security program satisfies all of these requirements, and our compliance documentation helps streamline the underwriting process.
Financial Services
Why Texas Financial Institutions Choose CoreRecon
CoreRecon combines deep cybersecurity expertise with a genuine understanding of financial services operations and regulation. As a Service-Disabled Veteran-Owned Small Business with 30+ years of experience, we deliver the accountability and discipline that financial institutions demand. We serve financial organizations in Dallas, Houston, San Antonio, Austin, Corpus Christi, and across the state.
Texas coverage
Cybersecurity for Financial Services Across Texas
Community banks, credit unions, wealth managers, RIAs, CPA firms, lenders and fintech companies in Houston, Dallas–Fort Worth, San Antonio, Austin, Corpus Christi and El Paso face constant phishing, wire-fraud and ransomware attacks, plus examiners who expect documented controls. CoreRecon helps Texas financial firms meet the FTC Safeguards Rule, FFIEC guidance and SEC requirements, with a 24/7 SOC and engineers who pick up the phone.
Texas metro areas
Financial Services Cybersecurity in Texas Metro Areas
CoreRecon protects financial services firms in every major Texas market, with engineers who can be on site when you need them and a 24/7 SOC monitoring your systems around the clock.
Houston
Energy finance, commercial banks, wealth managers and accounting firms serving one of the largest business communities in the country.
Dallas–Fort Worth
A major U.S. financial center and home of the Federal Reserve Bank of Dallas, with banks, lenders, fintechs and wealth managers across Dallas, Fort Worth and Arlington.
San Antonio
Home of USAA and Frost Bank, plus credit unions and advisers serving military families across South Central Texas.
Austin
Fintech, venture-backed startups, credit unions and state financial regulators in the capital.
Plano, McKinney & Collin County
Large financial-services campuses and corporate offices, plus community banks and advisers in fast-growing suburbs. See also McKinney.
Corpus Christi & the Coastal Bend
CoreRecon’s home base, with community banks, credit unions, CPA firms and advisers across South Texas.
El Paso
Community banks, credit unions and cross-border banking and payments serving West Texas.
Rio Grande Valley
Community banks, credit unions and money-services businesses serving a fast-growing border region.
Beyond Texas
Financial Services Cybersecurity Across the United States
CoreRecon’s security program for financial services firms works wherever your offices, sites and customers are. We protect banks, credit unions, advisers and accounting firms nationwide through our 24/7 Security Operations Center, remote managed IT and on-site engagements, and we currently serve clients in states including North Carolina, Colorado, Florida and California, as well as Guam.
For multi-state organizations, we align your program with the GLBA Safeguards Rule, SEC Regulation S-P, FFIEC guidance, NCUA reporting rules and PCI DSS, plus the breach-notification laws of each state where you operate, so one security program covers every location. Wherever you are, you call and an engineer helps you right away.
Recommended for financial services firms
Related Services for Financial Services
FAQ
Frequently Asked Questions
What cybersecurity framework should financial institutions follow?
Most financial institutions benefit from aligning with the NIST Cybersecurity Framework (CSF) as a foundational framework, supplemented by industry-specific standards like PCI DSS, SOC 2, and FFIEC guidance. CoreRecon helps you identify and implement the frameworks that match your regulatory obligations and risk profile.
How does CoreRecon help with SEC and FINRA cybersecurity requirements?
We help registered entities implement the cybersecurity programs required by SEC Regulation S-P, Regulation S-ID, and FINRA rules. This includes risk assessments, written information security policies, incident response plans, and ongoing monitoring — all documented for examination readiness.
What is the average cost of a data breach for financial services?
According to industry reports, the average cost of a data breach in financial services exceeds $5.9 million, making it the second most expensive industry after healthcare. Costs include regulatory fines, customer notification, legal fees, remediation, and reputational damage.
Does CoreRecon support SOC 2 compliance?
Yes. CoreRecon helps service organizations prepare for SOC 2 Type I and Type II audits by implementing the Trust Services Criteria controls, conducting readiness assessments, and providing the continuous monitoring and evidence collection that auditors require.
Can CoreRecon manage IT for multi-branch financial operations?
Absolutely. We manage IT infrastructure for multi-location financial organizations with centralized security management, consistent policies across all branches, and site-specific configurations as needed.
Which Texas cities does CoreRecon serve for financial services cybersecurity?
CoreRecon serves financial services firms across Texas, including Houston, Dallas–Fort Worth, San Antonio, Austin, Plano, McKinney & Collin County, Corpus Christi & the Coastal Bend, El Paso and Rio Grande Valley. Our engineers provide on-site support where needed, and our 24/7 SOC monitors every client remotely.
Does CoreRecon work with financial services firms outside of Texas?
Yes. CoreRecon protects financial services firms nationwide through 24/7 SOC monitoring, remote managed IT and on-site engagements, and serves clients in states including North Carolina, Colorado, Florida and California, as well as Guam. We align your program with the GLBA Safeguards Rule, SEC Regulation S-P, FFIEC guidance, NCUA reporting rules and PCI DSS.
Who we serve
Other Industries We Protect in Texas
Protect Your Financial Organization Today
Your clients trust you with their financial futures. CoreRecon helps you protect that trust with cybersecurity and managed IT services built for the demands of financial services. Contact us at (800) 955-2596 or request a free consultation to discuss your organization’s security needs.