You pass a client or bank security due-diligence questionnaire by having the right controls genuinely in place and the evidence ready to show it: multi-factor authentication, managed endpoint protection, tested backups, staff training, access control and an accreditation such as Cyber Essentials. When the foundations are real and documented, these reviews go from a scramble to a quick, confident yes, which helps you win and keep business.
Selling to banks and large financial firms means proving you protect their data. Here’s how to be ready.
1. Have the core controls in place
Most questionnaires cover the same ground: authentication, device security, email security, backups, access control and training. If these are genuinely in place, you can answer honestly and well, which is what reviewers are looking for.
2. Keep the evidence ready
Reviewers want proof, not promises. Having policies, certificates and records to hand means you respond quickly and credibly. We help you keep this evidence current so you are never caught out.
3. Hold a recognised accreditation
An accreditation like Cyber Essentials answers a lot of questions in one go and signals that an independent body has checked your security. It often shortens the whole process and reassures the client.
4. Get help answering it
Security questionnaires are detailed and technical. As your IT partner, we help you answer them accurately, so you give confident, correct responses rather than guessing and risking a fail.
A real example: built to meet client expectations
We supported a technology firm serving financial trading firms whose security, from MFA and endpoint protection to email security and access control, was built to meet the expectations of the banks and trading firms they worked with. That foundation is exactly what a due-diligence review is checking for.
For most technology and trading firms, this sits within fully managed IT at about £45 to £100 per user per month, billed per user, with the security and resilience these businesses rely on built in.
Why technology and trading firms choose First Stop IT
First Stop IT has supported businesses since 2002, including software and technology companies and firms that serve financial markets. We know the systems these teams depend on: secure VPN and remote access, source control and build pipelines, virtual dev and test environments, Microsoft 365 and Teams, and the security that banks and regulators expect, from multi-factor authentication and endpoint protection to application allowlisting and email security. We work with technology and trading firms in London and across Essex and Hertfordshire. Our credentials include:
- Cyber Essentials Certified
- IASME Cyber Assurance (Gold)
- NCSC Assured Service Provider (Cyber Advisor for Cyber Essentials)
- Microsoft Partner
- Crown Commercial Service Supplier (G-Cloud)
- Quality Principles Certified
We look after more than 2,000 endpoints across 50 companies, we’ve been named a Top 50 UK MSP for three years running, and we support organisations with 10 to 100 employees across Essex, Hertfordshire and London, including Harlow and Bishop’s Stortford.
Book a free IT and cyber security review
Got a client security questionnaire to answer? Book a free IT and cyber security review with First Stop IT and we’ll help you pass it.