Case study · Financial services
Sensible Financial, a fiduciary wealth management firm, had no encryption, no MFA, and FINRA cybersecurity rules to meet. We rebuilt their environment around compliance.
Scope
TimelineOngoing managed service
The situation
Sensible Financial is a fiduciary wealth management firm helping individuals and families plan for long-term success. With strict FINRA requirements and a growing team of advisors, they needed a partner to secure client data, support daily operations, and streamline documentation.
Objective. Provide a secure, auditable technology environment that aligns with FINRA expectations, reduces risk exposure, and supports a modern, remote-friendly workflow.
What we did
01
Centralized identity and data security with conditional access, MFA, and data loss prevention policies.
02
Full-disk encryption and managed threat detection on every device.
03
Backups with long-term retention to meet regulatory record-keeping requirements.
04
A formal WISP and SOPs to satisfy FINRA documentation needs.
05
Responsive support and structured onboarding and offboarding for advisors.
The results
“BMIT took us from a vulnerable, outdated setup to a secure and fully compliant environment. Their team understands the financial services world and built us a foundation that will scale with confidence.”
Nancy, Sensible Financial
Related: Financial services IT · Compliance · Security
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