White Oaks Wealth Advisors
The Client
White Oaks Wealth Advisors
Industry: Finance
Location: Minneapolis, Minnesota
Solution: Ostra Plus™
The Situation
White Oaks Wealth Advisors is a boutique wealth management firm that emphasizes personalized and high-quality service for their clients. This allows them to maintain close client relationships while managing substantial assets effectively. Through an annual assessment they determined a need to enhance their security measures.
Key Challenges
White Oaks Wealth Advisors, like many financial institutions, faced:
- Increasingly advanced cyber threats, including phishing and ransomware
- Growing challenges meeting regulatory requirements
- Avoiding financial concerns and downtime from breaches
How did Ostra Help?
To help White Oaks focus on what they do best — wealth management — Ostra manages the organization’s cybersecurity end-to-end. This includes advanced email filtering to detect and block phishing attempts, endpoint protection, and next-generation firewall monitoring to identify suspicious activity in real time. We also provide employee security awareness training to reduce social engineering risk, along with detailed reporting and audit trails to support compliance requirements.
Results
- Enhanced Operational Efficiency: Real-time threat detection keep operations running smoothly by identifying ransomware before it can spread.
- Proactive Protection: 24/7 threat monitoring identifies risks as they emerge and automated incident response mitigates attacks swiftly.
- Achieved Compliance: SEC and FINRA cybersecurity guidelines are now met with our detailed reports and audit trails.
From the Client:
"Ostra was a game-changer for a wealth management firm such as us by providing enterprise-grade cybersecurity solutions that are tailored for small to medium-sized organizations.” — Micki Kastel, Director of Operations