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Signs It's Time to Upgrade from Your Mom & Pop IT Shop

By Olivia Munro,
Tuesday, March 19th, 2019

As investment management firms grow, the cyber threat landscape evolves and new and improved technologies emerge, it is critical for firms to outsource their IT to a managed service provider who they rely on to provide the best possible support, service and products. Continue reading for five signs that your firm has outgrown their 'Mom & Pop' IT shop and is ready for an upgrade.

The service level isn't meeting your needs.

For investment management firms, having the appropriate support and service level is crucial. Investors are vigilant about mitigating operational risk, and by leveraging a provider with a 24/7/365 Help Desk, you can ease their minds by ensuring your employees, systems and network have constant support. Additionally, if your existing IT service provider isn't responding to emails or returning calls in a timely manner, or you if their support is inconsistent with your service level agreement (SLA), it may be time for an upgrade.

They lack experience with cutting-edge technologies and strong partnerships.

If your IT provider isn't using cutting-edge technologies and best-in-breed solutions, it may be time to consider an upgrade. When outsourcing IT, you want to make sure that the provider offers an array of solutions that are going to best meet your firm's needs. It is unusual for one technology provider to be the best at everything, so you'll want to to work with a service provider that leverages long standing partnerships with a wide-variety of technology vendors.

Especially in today's evolving threat and technology landscape, there is no "one-size-fits-all" approach to either security or IT, and you'll want to partner with a firm that has the experience and flexibility to build a custom solution right for you and your organization.

Categorized under: Outsourcing  Trends We're Seeing 



New Infographic! Global Investment Management Survey

By Amanda Daly,
Thursday, March 14th, 2019

New technology is emerging, cloud computing is becoming the new norm and cybersecurity threats are growing exponentially, but how does this impact investment management firms across the globe? Eze Castle Integration surveyed 150 senior-level executives with IT decision making responsibility to find out how the current landscape has shaped their strategies and attitudes on cybersecurity, IT spend and third-party outsourcing.

Our newest infographic explains the findings: see it here!

You can also download the full survey here

Categorized under: Trends We're Seeing  Cloud Computing  Security  Operational Due Diligence  Outsourcing 



New Survey: Exploring Global Technology and Cybersecurity Priorities in the Investment Industry

By Olivia Munro,
Thursday, March 7th, 2019

With new technology emerging, cloud computing becoming the new norm and cybersecurity threats growing exponentially, how does this impact investment management firms across the globe? To gain a better understanding of industry IT priorities, Eze Castle Integration, in partnership with Microsoft and IDG Reserach, conducted a survey of 150 senior-level executives from the United States and United Kingdom. The findings cover technology priorities, cybersecurity plans and concerns, outsourcing attitudes and trends, and IT budgeting.

Continue reading for a synopsis of our findings, or to view the full report, you can access The 2019 Global Investment Management Survey: Understanding Industry IT Priorities and Spending HERE.

To download the full 2019 Global Investment Management Survey: Understanding Industry IT Priorities and Spending, click here.

Categorized under: Trends We're Seeing  Cloud Computing  Security  Outsourcing  Hedge Fund Operations  Infrastructure 



The Importance of Cybersecurity

By Eze Castle Integration,
Tuesday, March 5th, 2019

Did you know that the global average cost of a data breach is $3.86 million? Or, that the average cost incurred for each record of lost or stolen sensitive and confidential information has increased by almost five (5) percent since 2017? A recent study found that breaches are only getting bigger; and I think we have the evolving sophisticated cyber threats that continue to surface. 

Categorized under: Security  Disaster Recovery  Hedge Fund Operations  Hedge Fund Regulation  Infrastructure  Business Continuity Planning  Software  Trends We're Seeing 



Employee Appreciation Day: One Mission's Kids with Cancer Buzz-Off

By Amanda Daly,
Thursday, February 28th, 2019

In honor of Employee Appreciation Day tomorrow, March 1, Eze Castle Integration sat down with Dave Wilcox, Service Director- Northeast Region, of Eze Castle Integration for an interview on his experience with One Mission’s Kids with Cancer Buzz-Off


Dave Wilcox has been involved with the One Mission Kids with Cancer Buzz-Off since 2013 so we sat down with him to get an insight on his experience. The money One Mission raises goes exclusively to their 40+ programs and services that are offered at their three partner hospitals; Boston Children’s Hospital, The Jimmy Fund Clinic at Dana-Farber, and Hasbro Children’s Hospital. The one mission of One Mission is to do whatever it takes to get kids through cancer, and they accomplish this by focusing on the day-to-day needs of patients and families that people and charities often overlook as non-essential. One Mission feels very strongly, however, that it’s the little things that get kids and families through the darkest days of their lives. Programs such as birthday parties, decorated hospital rooms, yoga, catered meals, and parking passes are exactly the “small” things that turn a horrible, stressful day into one with smiles and memories. One Mission funds no cancer research at all.

Categorized under: Trends We're Seeing  Eze Castle Milestones 



How to Keep Your Data Safe During the Tax Season

By Amanda Daly,
Thursday, February 7th, 2019

Now that tax season is upon us, and the tax deadline is approaching (April 15th for the US and April 30th for Canada), hackers are dusting off their tax scams to trick consumers. Social engineering tools, like phishing, are becoming more and more sophisticated – especially with the ever-changing technology.  

These fraudulent emails (and phone calls too) appear legitimate and take advantage of those who are often too busy or are simply unprepared to identify a scam.

The IRS is reminding people to remember that “the IRS doesn't initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information. In addition, IRS does not threaten taxpayers with lawsuits, imprisonment or other enforcement action.”

Categorized under: Security  Trends We're Seeing 



Happy Chinese New Year

By Kulvinder Gill,
Tuesday, February 5th, 2019

Wishing all our clients, partners, friends and colleagues a healthy, happy & successful Chinese New Year!

Categorized under: Trends We're Seeing 



Webinar Replay: IT Priorities for 2019: Cloud, Security and Technology for Investment Firms

By Olivia Munro,
Thursday, January 31st, 2019

In a recent webinar, Eze Castle Integration's experts discussed IT priorities for investment firms in 2019 including: 

  • Outsourcing to the Cloud: From public to private to hybrid, cloud outsourcing trends for 2019 and beyond

  • The New Age of Security: Required safeguards to securely leverage the cloud and operate in 2019

  • Leveraging Technology and Tools: The best-in-class technologies and tools your peers are utilizing

Continue reading for a recap of the webinar, or scroll to the bottom of the page to watch a replay of the presentation!

Cloud:

By now, we know that cloud outsourcing is inevitable. Whether you’ve already moved to the cloud, or plan on moving soon, the most important thing is that you have the appropriate layers of security to ensure your sensitive data and information is protected.

  • Ultimately, you’re looking for a single, secure and seamless solution on any cloud path your firm selects.

  • If you aren’t sure which cloud model is the best fit for your firm, you can bring in a consultant (hint: think Eze!) to help you choose which model is best for your firm specifically.

Security First Approach

Again, whichever model you choose, taking a security-first approach is the key to success in 2019. With potential threats such as malware, social engineering, external hacking, and insider data leakage/theft, mobile device theft and physical security attacks, it's critical to have an up-to-date understanding of the threat landscape to protect what your valuable data and implement the appropriate layers of security.

A security-first approach requires different components in order to create a secure foundation to operate a company such as:

  • Multi-factor Authentication

  • Email Security Components

  • Web Filtering

  • Access Auditing

  • Cybersecurity/Advance Security Measures

  • Employee Security Training

Categorized under: Cloud Computing  Security  Infrastructure  Trends We're Seeing 



2019 New Year's IT Resolutions for Investment Management Firms

By Olivia Munro,
Thursday, January 3rd, 2019


With the new year now upon us, what better time to create your 2019 resolutions for your firm's IT strategy! As we know, the threat landscape is constantly evolving, cloud computing has gained momentum and is now widely accepted in the investment management industry, and new technologies and trends are emerging to support firms with their IT and operational needs.

Continue reading for Eze Castle Integration's recommendations for IT resolutions for 2019:

1.) Create a Cybersecurity Incident Response Plan

As the experts in the industry say, it's not if, but when, a cybersecurity incident will occur. According to a recent report by TechCrunch, cyber attacks are set to spike again in 2019, meaning firms need to continue to stay on top of cybersecurity best practices, utilizing layers of security to protect sensitive data, of course, have a Cybersecurity Incident Response Plan. This includes creating an Incident Response Team consisting of members throughout different departments in the organization, and mapping out the steps to take before, during and after a security incident.

2.) Develop a Written Information Security Plan

Building on this, developing a Written Information Security Plan, or a WISP, is critical to securing your information, but also required if your firm is registered with the SEC. Having documentation of your firm's plan and systems in place to protect personal information and sensitive company information can help mitigate threats and risk against and protect the integrity, confidentiality, and availability of your firm's data.
 

3.) Create a comprehensive employee security training program

If you don't have an employee training program, it is critical that you create one in 2019. If you already have an existing employee training program, you must periodically audit this program, ensuring it is both effective and current. Having a managed phishing and training program is an effective way to train employees on how to spot and report phishing and social engineering attempts. These simulated phishing attacks against your employees provide real-time and interactive training. 

Categorized under: Cloud Computing  Security  Outsourcing  Private Equity  Disaster Recovery  Hedge Fund Operations  Help Desk  Infrastructure  Communications  Business Continuity Planning  Trends We're Seeing 



Happy New Year from Eze Castle Integration!

By Eze Castle Integration,
Monday, December 31st, 2018

We'd like to take this moment to wish all of our clients, partners, friends, and colleagues Happy New Year 2019!


Happy New Year

Categorized under: Trends We're Seeing 



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