Solutions for Financial and Legal Services

Secure & Compliant Cloud Solutions for the Finance & Legal Industries

Financial institutions and law firms are facing rising cyber threats. In 2024, data breach costs reached $6.08 million for finance and $5.08 million for legal, as attackers increasingly target sensitive client data (DeepStrike, Embroker). With 56% of breached firms losing client information and 37% of clients willing to pay more for firms with stronger security, trust and resilience have become competitive advantages (Embroker).

Performive delivers secure, compliant cloud solutions tailored for finance and legal teams. From 24/7 managed security to immutable backups and environments aligned with SOC 2, GLBA, and ABA standards, we help firms protect data, maintain uptime, and meet evolving regulatory demands.

Core Solutions for Financial & Legal Services

Cybersecurity & Compliance Services

Performive’s Cybersecurity and Compliance Services deliver continuous threat detection and rapid incident response, all tuned to the unique regulatory demands of financial and legal sectors. Our solutions support proactive compliance with SOC 2, GLBA, GDPR, HIPAA, and ABA ethics rules. We also offer regular security assessments, penetration testing, and policy enforcement to ensure firms are not just secure—but audit-ready.

Data Resiliency

Our Data Resiliency and Protection services provide immutable backups, encrypted storage, and air-gapped recovery to safeguard critical client and financial data. With rapid RTO and RPO options for everything from contracts to legal case files, we ensure operational continuity even in worst-case scenarios. Our offline archive solutions and recovery planning give firms the peace of mind that they can recover quickly and confidently.

Manged Cloud Services

Performive’s Managed Cloud Services are built for compliance and control. We deliver private and hybrid cloud environments with strict segregation, detailed audit logging, and role-based access—all supported by zero-trust architecture. Our hardened, multi-tenant platforms enable secure remote work and the adoption of AI, without compromising data integrity or regulatory alignment.

Use Cases for the Financial and Legal Services Industry

Fintech Security: Safeguarding Customer Data

Customer Problem

A Fintech company with series A funding needs a comprehensive security solution to protect customer data as it begins to roll out its product to the public.

Performive Solution

Performive’s security experts assessed the customer’s environment and designed a security strategy that patches, protects, and monitors all data, networks, devices, and endpoints across their environment. Cloud Backup was added as an additional layer of security in the event of an attack or employee error.

Banking on Cloud Success: Private Cloud Migration for Community Financial Institutions

Customer Problem

An established community bank with a small internal IT team has been given the mandate from upper management to begin migrating legacy on-prem data and workloads to the cloud as legacy hardware reaches end-of-life.

Performive Solution

A Professional Services engagement was ideal for extending the customer’s internal IT team during the project’s planning and migration phases. Performive Devoted Engineers custom-built a secure Private Cloud with VMware technology, assisted with migration, and gave the internal IT team the tools and know-how required for managing their new environment.

Law Firm Compliance Without Compromise

Customer Problem

A mid-sized law firm needs to ensure their hybrid environment is compliant with industry regulations.

Performive Solution

Performive Devoted Engineers assessed the customer’s environment to ensure the architecture and policies complied with industry regulations, such as PCI DSS and HITRUST. Ending the Professional Service engagement by recommending additional changes needed to remain compliant, ensuring the customer had the tools and expertise to make those changes, and offering additional Performive products and services where required.

Securely grow your business with Performive

Consult with one of our experts and learn how we can enable financial and legal businesses.