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Fintech · Banking · FinServ

Finance & fintech expertise

Security, DevOps, and AI governance leadership for fintech platforms, banks, and regulated financial services.

1,500+
Financial institutions served at SavvyMoney
SOC 2 Type II
Independent attestation maintained
CSA STAR Level II
Continuous-audit assurance
NIST CSF
Program scored above industry average

Pillars

Fintech & banking platforms

Security and DevOps for platforms serving 1,500+ financial institutions — built for regulators, not just users.

Regulatory frameworks

PCI DSS, SOX, GLBA, NYDFS 500, FFIEC, CCPA, GDPR — and the operating cadence that keeps them current, not crammed.

Working with regulators

Hands-on experience walking examiners and auditors through controls, exceptions, and remediation plans.

Revenue-aligned security

Reframing security as a deal accelerator — faster questionnaires, cleaner attestations, shorter procurement cycles.

AI governance for financial services

Model risk, bias, explainability, and the audit artifacts your regulator actually asks for.

Third-party risk at scale

Vendor tiering, continuous monitoring, and the controls that survive a 500-vendor portfolio.

Frameworks & regulations

Frameworks
  • PCI DSS
  • SOX ITGC
  • SOC 2 Type II
  • HITRUST r2
  • NIST CSF
  • ISO 27001
Financial regs
  • GLBA
  • NYDFS Part 500
  • FFIEC CAT
  • CFPB guidance
  • Reg E / Reg Z context
Privacy
  • CCPA / CPRA
  • GDPR
  • GLBA Safeguards Rule
AI / model risk
  • NIST AI RMF
  • SR 11-7 patterns
  • EU AI Act readiness

Related writing

All fintech posts

Building or scaling a fintech platform?

I advise fintechs, banks, and regulated SaaS on security programs, regulator readiness, and AI governance that ships.