A written information security program, incident response plan, and continuity plan that satisfy regulators, insurers, and demanding clients, and fit how your firm actually works.
Typical length: 3–4 weeks
Ongoing security oversight that works alongside whoever runs your IT day to day: quarterly risk reviews, keeping the written program and plans current, an annual tabletop exercise and staff training, and a named contact when something goes wrong. If you'd rather have KJ run IT and security end to end, that's KJ Technology's managed services.
A written information security program is the document that says how your firm protects client and company information: who's responsible, which safeguards are in place, how access is granted and removed, how vendors are vetted, and what happens when something goes wrong. Many regulators, insurers, and sophisticated clients expect one, and some rules require it.
Being compliant isn't optional. But a program that exists only to pass an exam won't protect the firm, and one that ignores how people actually work won't get followed. We build programs that meet the requirements that apply to you and still fit the way your firm does business.
The need: a security program leadership could show to the people it answers to, and that staff could actually follow.
We delivered a written information security program, business continuity and disaster recovery plans, and an incident response plan, matched to how the organization actually operates.
The need: know quickly whether one click had become a breach, and handle the next one better.
The same day, we coordinated a threat hunt with our security operations partner, followed up on the findings, and reviewed the firm's response protocol with leadership.
The need: keep security a leadership decision, not an IT task that only comes up after something goes wrong.
Our managed clients get a quarterly strategic business review that covers security risks and actions alongside projects and roadmap, so security is a standing leadership topic, not an annual scramble.
A WISP and incident response plan aligned to what examiners and allocators ask for, a tabletop exercise on wire fraud and account takeover, and vendor oversight that holds up.
A written security program, wire and payment verification procedures, an incident plan the whole office understands, and security training that includes family members.
A WISP and incident response plan that answer client security questionnaires, plus in-person training built on the phishing attempts your firm actually receives.
Payment and wire verification procedures, a written security program for lenders, insurers, and customers, and an incident plan for when something gets through.
A written information security program documents how the firm protects client and company information. Whether one is legally required depends on your industry, registrations, and where your clients live, but insurers and larger clients increasingly ask for it either way.
Maybe not. We'll review what you have against how the firm actually operates and what your regulators and insurers expect, and tell you what, if anything, is missing.
A guided discussion where leadership walks through a realistic incident, such as a wire fraud attempt or ransomware, using your own plan. It shows where the plan is unclear before a real incident does.
No. Your IT team or provider keeps running the tools day to day. We own the program around them: the written policies, the plans, the reviews, and the leadership conversation.
Yes. It's one of the most common reasons firms call us. We help answer it accurately and close the gaps it exposes, so the answers stay true after the policy is bound.
Guardrails around ChatGPT, Copilot, Claude, and the AI built into the tools you already pay for, put in place before a client, auditor, or incident asks how you control it.
Micro-SaaS client solutions: purpose-built tools for one workflow your team does by hand every week, designed with privacy and human review from the first conversation.
Fractional AI and technology leadership for firms that don't need a full-time CTO, senior backup for internal IT teams, and one-on-one AI coaching for leaders.
Thirty minutes with a principal, not a sales pitch. We'll map the opportunity and the guardrails together, and tell you honestly what a sensible first step looks like.
Book a 30-Minute DiscussionPrefer email? info@kjtechnology.com