What we do
Fintect provides specialist data protection expertise to financial services firms and other businesses.
Data protection reviews
Am I doing all I should be to protect client personal data? I think my network does all my data protection but how can I be sure?
This service gives a practical assessment of how your business collects, uses, stores, shares and protects personal information. Available for the whole firm, part of a firm or a specific process, benchmarking against regulatory standards. Can be used as part of your risk management process to identify any gaps in your data protection service provider or network.
Succession and company transactions
What happens to client data when an adviser retires? What should buyers consider when purchasing a financial advice firm? What client data can an acquirer see?
This service provides specialist data protection support for retirement, succession, acquisitions and business sales. Can include data protection due diligence, preparing information for the sale or transfer of your business or identifying data protection risks in a company you may be acquiring.
Technology and AI
What data protection questions should you ask before introducing new software? Can financial advisers use AI with client information?
This service works alongside you to understand the data protection implications for the new technology, software or AI you want to implement, analyses suitability, and helps you understand the risks and rewards as well as helping you manage the implementation process.
Data breaches
What is a data protection breach? Who do I have to notify if I have one? Is the system I have in place to manage one suitable and effective?
This service works helps you to understand what a data breach is and how you can minimise the risk of one occurring. We can review your current data security and data breach process and help you identify areas for improvement or give you confidence in your existing set up.
Subject Access Requests
Can you recognise a Subject Access Request and fulfil it as required?
This service works alongside you to understand the data protection implications for the new technology, software or AI you want to implement, analyses suitability, and helps you understand the risks and rewards as well as helping you manage the implementation process.
Training and Mentoring
What data protection questions should you ask before introducing new software? Can financial advisers use AI with client information?
This service works alongside you to understand the data protection implications for the new technology, software or AI you want to implement, analyses suitability, and helps you understand the risks and rewards as well as helping you manage the implementation process.
Advanced Data Protection for Financial Institutions
Partner with Fintect to fortify your data security and achieve complete regulatory compliance today. Contact us to arrange your tailored data protection advice.