Financial Services
Infrastructure That Earns Client Trust Daily
Banks, credit unions, advisories, and fintech firms run on uptime, security, and auditability. We source compliance-ready communications and infrastructure that satisfy examiners while cutting the cost of keeping the lights on.
Financial institutions require technology that satisfies PCI-DSS, SOX, and GLBA requirements: encrypted communications with call recording and retention, redundant low-latency connectivity, and 24/7 managed detection and response. ObsidianX sources compliance-ready platforms vendor-agnostically from 250+ suppliers, aligning every recommendation to regulatory obligations and examiner expectations.
The problems we solve for finance
Examiners expect evidence
PCI-DSS, SOX, GLBA, and state regulators all want demonstrable controls, immutable audit trails, and documented vendor management. Ad hoc IT cannot produce them.
Fraud and phishing never sleep
Financial firms are prime targets for business email compromise and account takeover. Without 24/7 detection, attacks are found after the wire clears.
Legacy systems slow the business
Aging phone systems and branch networks frustrate clients who expect the responsiveness of their consumer apps.
Recording and retention requirements
Client communications may need recording, archiving, and retrieval on demand. Most generic platforms treat this as an afterthought.
How ObsidianX delivers
Compliant communications and client contact
UCaaS with call recording, retention policies, and CRM integration for banks, advisories, and lending teams, plus CCaaS for member and client service centers.
Explore UCaaS & CCaaSMDR/XDR and fraud defense
Real-time threat detection (SIEM/SOAR), next-generation firewalls, and managed response mapped to your regulatory framework.
Explore CybersecurityBranch and HQ connectivity
Low-latency, redundant networks for core banking, payments, and trading traffic, engineered for uptime examiners like to see.
Explore Managed NetworksCompliant cloud strategy
Private, hybrid, or public cloud architectures with the encryption, access controls, and audit logging financial data demands.
Explore Cloud MigrationCompliance
PCI-DSS, SOX, and GLBA aligned procurement
We assist with risk assessments, access controls, and audit trails as part of supplier selection. Recommended platforms support advanced encryption, immutable logging, and automated reporting, so protecting cardholder data and financial reporting integrity is engineered into the stack rather than bolted on before an exam.
Frequently Asked Questions
What finance leaders ask us most, answered directly.
What does PCI-DSS compliance require from my network and phone system?
Cardholder data environments must be segmented, encrypted, and access-controlled, and any call handling of card numbers needs compliant recording practices (like pause-and-resume or DTMF masking). ObsidianX designs network segmentation and shortlists communications platforms with PCI-compliant payment handling built in.
How do financial firms get 24/7 security monitoring without building a SOC?
Managed detection and response (MDR) delivers an around-the-clock security operations center as a service, typically for $8 to $20 per endpoint per month. ObsidianX benchmarks MDR providers on detection scope, response SLAs, and regulatory reporting, then negotiates terms on your behalf.
Can a credit union or community bank afford enterprise-grade infrastructure?
Yes. Vendor-agnostic sourcing puts 250+ suppliers in competition, which routinely brings enterprise platforms into community institution budgets. Institutions also typically fund upgrades from the 15 to 30 percent savings a telecom expense audit uncovers.
How should client call recording and retention be handled?
Choose a communications platform with native recording, configurable retention policies, legal hold, and rapid retrieval, then document the policy. We shortlist platforms that meet your retention requirements and integrate with your archiving or compliance tooling.
Ready for Infrastructure That Passes the Exam?
Get a free assessment of your communications, security, and connectivity against your regulatory requirements.
Vendor-agnostic advice. No quotas, no obligation, no pressure.