Secure IT and AI services for financial services organisations
Lookup helps financial services organisations strengthen their technology foundations, protect sensitive information and adopt AI through a controlled, security-conscious approach. Our services include managed IT, cyber security, Microsoft 365, AI readiness, governance and implementation.
Operational resilience & security challenges
Financial planners, wealth managers, mortgage brokers and financial advice firms handle highly sensitive personal and commercial financial data in a strictly audited environment.
Safeguarding personal financial details, tax files and bank account information
Enforcing strict identity and access controls across hybrid employee workforces
Managing business email compromise (BEC) and sophisticated phishing risks
Ensuring business continuity, cloud backups and operational disaster recovery
Controlling Microsoft 365 file access and preventing broad permission sharing
Securing third-party vendor integrations and cloud software platforms
Establishing auditability and access logs for client document reviews
Introducing generative AI and Copilot with appropriate risk management and human review
Managed IT support for financial services
We manage your desktop devices, cloud infrastructure, user accounts and Microsoft 365 environment with fixed-monthly pricing and sub-15 minute response targets.
- Proactive monitoring, workstation patch management and server maintenance
- Direct help desk access to experienced Australian engineers for rapid issue resolution
- User onboarding and offboarding with prompt credential revocation and device wiping
- Microsoft 365 licensing reviews and SharePoint architecture governance
- Cloud server backup, immutable cloud storage and disaster recovery testing
- Co-managed IT options to support internal IT managers and compliance officers
Cyber Security & Identity Protection
Protect your firm from account takeover and financial fraud through multi-layered security controls aligned with Australian Cyber Security Centre (ACSC) Essential Eight benchmarks.
Integrated Security Measures:
• Conditional Access & Multi-Factor Authentication (MFA)
• Sophos Intercept X endpoint threat detection
• Advanced email security & employee Phish Threat training
• Data access reviews & privilege management
AI readiness & governance in financial services
Financial services organisations must establish strict governance controls, data access restrictions and human oversight before deploying Microsoft Copilot or AI automation tools.
Data Permission Sanitisation
Copilot respects existing file permissions. We audit your SharePoint and Teams repositories to ensure executive salary files, client tax returns and investment strategies are not inadvertently indexed or exposed.
AI Acceptable-Use Policy
Establish clear guidelines regarding which AI tools are approved, what data can be entered into foundation models, and mandatory human review requirements for output accuracy.
Controlled Business Use Cases
Implement AI for non-sensitive tasks such as summarising internal strategy meetings, searching operational policy manuals, drafting administrative communications and onboarding new staff.
Workflow Automation
Automate compliance task reminders, client onboarding document routing, internal approval workflows and recurring reporting processes using Microsoft Power Automate.
AI readiness starts with secure technology
Protect your firm, secure your client relationships and evaluate your technology foundation before deploying generative AI.
[Insert approved financial services case study]
Example: How a Sydney wealth advice firm strengthened cyber security controls and reduced compliance overhead with Lookup's managed IT framework.
Financial Services IT FAQs
Talk to Lookup about secure IT and AI for your firm
Discuss your current IT environment, security concerns and AI objectives with an experienced Australian IT professional.
