Proactive Cybersecurity and Major Incident Preparation

RIAs must be prepared for potential cybersecurity threats and business disrupting events. Engaging in tabletop exercises is essential for testing and improving your firm's incident response capabilities. IT Synergy incident response tabletop exercises simulate real-world scenarios to ensure your team is ready to tackle any cyber threat or business disruption effectively. These exercises are critical for enhancing your team's preparedness and ensuring that your incident response or disaster recovery plan is both robust and actionable.

What Our Tabletop Testing and Exercises for RIAs Include

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    Initial Consultation

    Our tabletop testing begins with an initial consultation to understand your firm's specific needs. During this phase, we gather detailed information about your existing environment and understand the unique challenges your firm faces. We tailor each cybersecurity or disaster recovery tabletop exercise to address these specific challenges, ensuring maximum relevance and effectiveness.

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    Scenario Development

    We develop realistic and challenging scenarios that mimic potential cyber threats or business disruptions to your firm. These scenarios are meticulously crafted to test various aspects of your incident response or disaster recovery plan and identify any weaknesses. Our cybersecurity practice exercises cover a wide range of incidents, including data breaches, ransomware attacks, phishing attempts, and insider threats. Disaster Recovery exercises cover things like physical damage, environmental issues (power loss, etc.) or data loss. Each scenario is designed to push your team's capabilities and uncover areas for improvement.

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    Guided Exercise Sessions

    During the tabletop exercises, our experts guide your team through the simulated scenarios. We facilitate discussions, provide feedback, and ensure that each tabletop exercise is conducted in a structured and effective manner. Our goal is to create a learning environment that enhances your team's preparedness. These sessions not only test your incident response or disaster recovery plan but also improve teamwork and communication among your staff.

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    Detailed After-Action Reports

    Following each tabletop exercise, we provide a detailed after-action report that highlights the strengths and weaknesses identified during the exercise. This report includes actionable recommendations for improving your incident response or disaster recovery plan and enhancing your overall preparedness. Our comprehensive analysis ensures that your firm is better prepared for future incidents and can respond more effectively to potential threats.

What Clients Say About Us

Cristina Kent
Cristina Kent
itSynergy has provided Holualoa Companies with excellent managed IT service for the past nine years. They stay abreast of the ever-changing cybersecurity threats and increasing sophistication of cyber-attacks and recommend safeguards to protect our network. itSynergy handles our day-to-day user issues promptly, manages IT projects professionally, and has excellent communication with management and staff.
Luke Fadell
Luke Fadell
Once again, the team at IT Synergy hit a home run! They diligently found the problem with the print center's hard coding and corrected it promptly. Shout out to Josh and Alex.
Angela Vuolo
Angela Vuolo
Very professional, friendly, and efficient!! I would recommend them to anyone!
Yadira Vargas
Yadira Vargas
When asking for assistance, it is completed in a quick manner and with confidence that the technician has the knowledge to complete the said/asked tasks. Thank you so very much!! Alex, Dan, & Joshua. You have a team of other technicians that are awesome too, I just seem to get the top three when I need help! Again, thank you!!
Suzy Albanese
Suzy Albanese
I always have fast and friendly service from anyone helping me at itSynergy. Thank you!
steven betts
steven betts
The folks are very professional and understanding, even of an old school, non-computer guy.
Alan Hartsook, MD FAAP
Alan Hartsook, MD FAAP
Quick responses and take care of the issue quickly. Maintain great communication during the process.
Jennifer Szaro
Jennifer Szaro
Really excellent level of service and prompt in responding to requests.
Gabi Holberg
Gabi Holberg
TQ was not only knowledgeable and patient, but managed to make me laugh during what could just as easily have been a frustrating experience; instead it was pleasant from beginning to end.
Matt Leonard
Matt Leonard
Spoke w Michael a few minutes ago.Awesome customer service!Michael did his homework prior to making the 1st call to me, and it appears the inquiry from the vendor was legitimateThank you for your assistance!Matt
Donald Ebey
Donald Ebey
I receive outstanding service. The associates are quite patient as well.
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Benefits of Our Tabletop Testing and Exercises for RIAs

01

Enhanced Preparedness

Ensure your team is ready to respond effectively to real-world cyber threats.

02

Identify Weaknesses

Discover and address vulnerabilities in your incident response or disaster recovery plan, improving overall security and resilience.

03

Regulatory Compliance

Meet regulatory requirements by regularly conducting incident response and disaster recovery tabletop exercises, demonstrating your commitment to cybersecurity and business continuity.

04

Improved Communication

Foster better communication and coordination among team members during a cyber incident or disaster, ensuring a more efficient response.

05

Client Trust

Demonstrating robust business resiliency and data protection measures enhances client trust and confidence in your firm’s ability to safeguard their information.

06

Expert Guidance

Benefit from the expertise and insights of our experienced cybersecurity and technology professionals, who provide valuable feedback and recommendations.

Ready to Supercharge Your IT Performance?

Explore how our specialized, secure, and certified IT support can elevate your business efficiency and growth. Book a quick 15-minute call to discover if we're the perfect match for your organization.

Why RIA Firms Work With IT Synergy

01

Dedicated RIA Cybersecurity

RIAs choose us because we specialize in their specific security needs, offering solutions designed exclusively to meet the unique challenges they face in the financial sector.

02

Integrated Compliance and Security

We seamlessly combine cybersecurity with compliance, ensuring that RIA firms not only protect their data but also adhere to strict regulatory requirements without added complexity.

03

24/7 Real-Time Response

Our cybersecurity team is always on alert, providing round-the-clock monitoring and immediate response to potential threats, ensuring RIA firms remain secure at all times.

04

Holistic Cybersecurity Solutions

With our CEH, IACCP®, and CISSP credentials, we offer a full suite of services, from risk assessments to incident response, giving RIAs a single, reliable partner for all their cybersecurity needs.

Our Tabletop Testing Process for RIAs

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    Initial Consultation

    Understand your firm's needs through detailed discussions and assessments.

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    Scenario Development

    Create realistic and challenging scenarios to test your incident response or disaster recovery plan, ensuring they cover a wide range of potential threats or disasters.

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    Guided Exercise Sessions

    Facilitate structured practice exercises with expert guidance, providing real-time feedback and support.

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    Detailed After-Action Reports

    Provide comprehensive feedback and recommendations for improvement, ensuring your firm is better prepared for future incidents.

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FAQs