The Cyber Threat Landscape for the Financial Services Industry Has Changed. Is Your Firm Keeping Up?
Read More about The Cyber Threat Landscape for the Financial Services Industry Has Changed. Is Your Firm Keeping Up?
Managed Services
Organizations in highly regulated industries face a unique challenge in adopting AI safely without losing control over data, compliance, or governance.
Align’s AI Governance & Readiness offering enables financial services firms to safely adopt and scale artificial intelligence while maintaining strict control over data, compliance, and operational risk. Designed for highly regulated environments, this program transforms AI from an ad hoc tool into a governed, secure, and business-aligned capability.
Begin with a comprehensive current-state analysis of AI usage across your firm, identifying shadow AI and unmanaged tools that may be operating outside your visibility. Conduct a thorough gap analysis across compliance, security, and operations giving you a clear picture of where your firm stands and what needs to be addressed.
Develop a firmwide AI usage policy tailored to your organization, establishing clear acceptable use guidelines that distinguish between public and private AI tools. Enable your firm to operate with the governance and oversight required in today's regulatory environment.
We guide you through selecting, implementing, and securing the right AI tools for your firm with tailored configuration guidance to ensure safe and effective deployment. This includes aligning Data Loss Prevention (DLP) controls, hardening your security posture, and building audit-ready systems that keep your firm protected and compliant.
Align Managed Services is proud to offer its clients a secure and compliant AI tool, Microsoft 365 Copilot, that enhances collaboration and streamlines productivity.
Copilot is now part of the apps that you use every day. It works alongside you to help out with tedious or repetitive tasks, so you can get your most important work done—faster and easier.
See why Align has expanded its service portfolio with the inclusion of Microsoft 365 Copilot. Experience seamless collaboration across the suite of Microsoft applications, increased efficiency, and the trusted security of Microsoft.
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“At Cole-Frieman & Mallon LLP, we are proud of our reputation for innovation and collaboration. Our work is cutting edge, and our clients are discerning and expect high-quality work from our legal professionals. As our client base (like the rest of the world) was forced to make the recent and abrupt shift to a decentralized work environment, the managed IT services provided by Align allowed us to adapt seamlessly to this new attorney-client construct. Align’s bespoke approach to Cybersecurity was instrumental in making this pivot securely and confidently. Specifically, the Align team assisted us in maintaining our delivery of top-tier legal services to our clients flawlessly and securely with zero technology friction points.”
We continue to evolve our offerings to support the ever-expanding and changing business requirements for fund managers who are scaling their business and capital levels. Align has been a critical partner for us in terms of technology and cybersecurity—helping to improve our platform while remaining secure and compliant. In fact even though Agile Fund Solutions was acquired and merged into E78 Partners, a larger firm, Align (who we have partnered with since 2018) was selected as the MSP for our overall firm, as they have been at the forefront of technology innovation for us and our clients for so many years!
"Align has been the ideal solutions partner for us at Holburn—they handle those projects we just don’t have the resources to handle on our own. We recently moved our office including our internal data center and Align was critical to the success of that move. They’ve helped us reduce our overall hardware footprint with their rock solid IaaS product and their support has been amazing. We actually don’t see them as a partner but as a natural extension of our IT team, we actually refer to a member of their network practice as “Our” network engineer."
★★★★★
“Align is our trusted provider for all our Managed Services and cybersecurity needs. They provide us best-in-class IT services that not only help drive productivity and growth, but ensure we meet both current and evolving compliance and security requirements with ease. As consultants to financial advisors, trust and reliability are indispensable to our operations, which is why we never hesitate to refer Align to our very own client base. Align isn’t just our partner, they are an extension of our team. We look forward to entrusting them with our IT infrastructure for years to come.”
Ed Fasano - Experienced Advisory Consultants LLC