Security architecture for regulated finance.
Banks, capital markets, asset managers, and fintech operators run on multi-vendor stacks under continuous regulatory scrutiny. BTA designs, deploys, and operates the controls that keep the audit clean and the trading floor up.
Zero Trust, microsegmentation, and policy automation across data centers and co-location. PCI DSS, SOX, GLBA, and FFIEC translated into enforceable architecture.
What financial services teams call us about.
Regulators do not slow down for migrations. The architecture has to hold up to live audits while the business keeps moving.
- Risk 01
Audit cadence outpaces change control
PCI DSS, SOX, GLBA, FFIEC, and state-level frameworks land on top of each other. Manual evidence collection cannot keep up with the rate of architecture change.
- Risk 02
Lateral movement risk in flat networks
Trading platforms, customer data, and back-office systems on shared segments create blast-radius exposure. Microsegmentation is a board-level conversation, not a project.
- Risk 03
Multi-vendor sprawl and data center moves
Co-location migrations, cloud bursts, and M&A consolidations bring three firewalls and four orchestration tools into the same change window.
What BTA delivers for financial services.
Architecture, deployment, and operating handoff across the four pillars (Protect, Detect, Optimize, Observe).
- 01
Zero Trust microsegmentation
Cisco Secure Workload, Architect Explorer™, and PAE drive east-west policy at the application tier with audit-grade reporting.
- 02
PCI DSS and SOX policy automation
Automate policy lifecycle, change control, and evidence collection. Compliance becomes a continuous output, not a quarterly fire drill.
- 03
Data center and co-location migration
Architectural design and SIMPLE-driven execution for moves into Equinix, Digital Realty, or owned facilities, including segmentation and detection cutover.
- 04
Detection and response engineering
XDR, SIEM, and firewall change management tuned to financial-services attack patterns and insider risk.
- 05
Vendor and policy consolidation
Rationalize Cisco, Palo Alto, Fortinet, F5, and cloud-native controls into a single, governable policy plane.
- 06
Resilience and disaster recovery
Backup readiness reviews, DR architecture, and recovery runbooks aligned to FFIEC and operational-resilience expectations.
- 07
Fractional CISO and CIO
Senior leadership through 6 or 12-month engagements during M&A, audit remediation, or modernization windows.
- 08
Mentoring and enablement
Internal teams operate the system on Day-2. Knowledge transfer is contracted, not optional.
Compliance frameworks BTA aligns to in Financial Services.
Architecture, deployment, and evidence collection produced as continuous outputs of the engagement.
- PCI DSS
- SOX
- GLBA
- FFIEC
- SOC 2
- NIST CSF
- GDPR
Engagements that informed our Financial Services practice.
Selected projects with measurable customer outcomes.
Financial Services Zero Trust micro-segmentation during an IT migration.
A global financial organization stood up Zero Trust and micro-segmentation during a migration to co-location facilities. InterVision and BTA partnered with Cisco to deliver the deployment.
- 70%Improvement in compliance posture
- Months → weeksPolicy analysis and enforcement timeline
- Zero TrustMicro-segmentation in production
Financial Services Network security micro-segmentation, on-prem and cloud, in 6 months.
A global financial firm faced executive pressure to modernize security following industry breaches. BTA designed and executed a Cisco Secure Workload proof of value that combined deployment, policy development, mentoring, training, and operational documentation.
- 6 monthsFull engagement, on-prem to cloud
- GranularSecurity zones from real-time traffic
- ServiceNowIntegration into existing operations
What Financial Services delivers.
Concrete, customer-side results we measure to.
- 70%Improvement in compliance posture
- Months → weeksPolicy analysis and enforcement timeline
- Zero TrustMicrosegmentation in production
- AuditGrade reporting through automation
We're architects who execute.
Three principles every BTA engagement runs on. Visible in the work itself.
We architect, deploy, and stay through Day-2.
Every engagement is end-to-end. We design the target environment, deploy it in stages, and remain on hand through the operational handoff.
We train your team to own the outcome.
Training is part of every engagement. By the close of an engagement, your operators can run, maintain, and defend the system to an auditor.
We measure success when your team runs it alone.
An engagement closes when your team is operating the solution without us in the room. SIMPLE methodology enforces this exit criterion on every project.
We meet you where you are.
Some teams want the full BTA delivery from architecture to handoff. Others bring us in for a single advisory window or a fully managed operations contract. Pick the model that fits and adjust as the business changes.
Consulting & Advisory
Strategy and senior guidance. Architecture reviews, technology assessments, and roadmap design for teams that own their own operations.
Learn moreManaged Services
BTA runs the system day to day under your governance. Monitoring, change management, escalation paths, and SLAs for teams without Day-2 capacity.
Learn moreDeployment
Implementation-only engagement. Faster than the Full Service Lifecycle when the customer team will not own operations afterwards.
Learn moreOptimization
Refresh and refine an existing environment. Performance, automation, and refactor work for platforms already in production.
Learn moreEnablement
SIMPLE-driven Quickstart programs that deliver a specific Cisco capability into production on a known timeline.
Learn moreMentoring
Capability transfer for teams adopting a new platform. Pair-programming, custom training modules, and Cisco MINT-aligned curriculum.
Learn more
Financial Services, answered.
Direct answers from BTA leadership who run Financial Services engagements.
Do you work with banks under continuous FFIEC examination?
Yes. BTA delivers architecture, segmentation, and detection programs that are designed to evidence the FFIEC IT Handbook and SOC 2 controls. The deliverable includes the audit-ready documentation, not just the technology.Can you support a co-location migration without dropping trading hours?
Yes. We design wave-based cutovers with pre-staged segmentation, rollback gates, and live traffic validation. The SIMPLE methodology has run on more than 1,000 projects with zero failures, including financial-services data center moves.How does BTA handle PCI DSS scope reduction?
Microsegmentation through Cisco Secure Workload combined with Architect Explorer™ and PAE narrows the cardholder data environment, shrinks audit scope, and produces continuous evidence for assessors.Are your architects familiar with capital-markets latency requirements?
Yes. Our team has delivered low-latency segmentation, detection, and observability for trading and clearing environments where microseconds and policy enforcement both matter.Can BTA serve as Fractional CISO during M&A or restructuring?
Yes. Fractional CISO and CIO engagements run 6 or 12 months and include M&A integration, vendor consolidation, and audit remediation as defined deliverables.
Schedule a call. We’ll scope it in 30 minutes.
Bring your hardest architecture problem. We’ll tell you what we’d do, what it costs, and how long it takes.
- 30-minute scoping call
- 1,000+ projects shipped
- Training in every engagement