SMB
Secure. Compliant. Intelligent.
Financial technology that protects trust while enabling growth.
Contivos Financial supports small and mid-sized financial institutions, fintechs, and regulated businesses with secure technology operations, compliance-aware automation, and applied AI—without introducing regulatory risk.Contivos Financial supports small and mid-sized financial institutions, fintechs, and regulated businesses with secure technology operations, compliance-aware automation, and applied AI—without introducing regulatory risk.
The financial SMB reality
Financial SMBs operate under constant pressure:
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Increasing cyber, fraud, and operational risk
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Regulatory and audit obligations
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Manual processes slowing growth
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Disconnected data across finance, risk, and operations
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Technology complexity without enterprise-scale teams
In financial services, trust is the product, and technology underpins it.
What Contivos Financial Delivers
Protect Financial Data & Systems
Reduce cyber, fraud, and operational risk.
Operate With Control
Run secure, compliant technology environments with confidence.
Automate With Governance
Improve efficiency and insight without audit or regulatory exposure.
Core Service Areas
1. Financial Cybersecurity & Risk Management
A security foundation designed for regulated financial environments.
Includes:
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Security posture and risk assessments
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Identity, access, and privileged account controls
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Cloud and application security guidance
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Monitoring, alerting, and incident readiness
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Executive- and audit-friendly reporting
Goal: Reduce exposure while improving confidence with regulators and stakeholders.
2. Managed Financial Technology Operations
We operate the systems financial organizations rely on—securely and predictably.
Includes:
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Managed IT and cloud operations
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Secure collaboration and data environments
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Backup, recovery, and resilience planning
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Vendor and SaaS risk management
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Operational support aligned to regulatory expectations
Goal: Stability, predictability, and operational control.
3. Digital Transformation for Financial Operations
Modernize financial workflows without disrupting compliance.
Includes:
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Modernization of finance, risk, and reporting workflows
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Data integration across systems and platforms
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Executive dashboards and analytics enablement
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Architecture planning for scale and regulatory change
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Technology roadmaps aligned to growth and compliance
Goal: Faster decisions powered by accurate, connected data.
4. Automation & Applied AI (Governed)
Efficiency gains—without introducing compliance risk.
Includes:
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Workflow automation for reporting, approvals, and controls
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AI-assisted analytics and anomaly detection
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Document processing and reconciliation support
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Internal support automation with full audit trails
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AI governance frameworks and usage controls
Automation and AI are deployed with full traceability, controls, and oversight.
Goal: Measurable efficiency without compromising trust.
Financial SMB Service Packages
Essential: Secure & Operate
For organizations needing immediate stability and compliance confidence.
Includes:
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Security baseline and risk assessment
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Managed operations foundation
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Executive and audit-ready reporting
Growth: Transform & Operate
For financial SMBs scaling operations and data maturity.
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Everything in Essential
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Digital transformation roadmap
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Automation pilots with compliance controls
Advanced: Secure & Automate
For complex, high-growth, or highly regulated organizations.
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Everything in Growth
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Applied AI initiatives with governance
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Audit and regulatory support
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Executive advisory and reporting cadence
Why Contivos Financial
Contivos Financial brings together:
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Cybersecurity and financial risk expertise
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Financial operations and analytics experience
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Compliance-aware automation
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Applied AI with governance built in
All delivered through one accountable partner.
Get clarity on your risk, efficiency, and growth opportunities.
Start with a short assessment.
Leave with confidence.
