Financial Services IT & Cybersecurity for Lubbock Banks and Firms

Who We Help: Banks, Credit Unions, CPA Firms, Advisors and Insurance Agencies

Most financial offices on the South Plains are small teams with big responsibilities. We support community banks, credit unions, CPA and tax firms, financial advisors and wealth managers, insurance agencies, and mortgage companies and lenders.

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Bank IT Support in Lubbock

Community banks need help desk support, branch networks and security that hold up to examination. We support the workstations, network and user access around core banking platforms such as Jack Henry, Fiserv and FIS, coordinate with your core provider, and offer co-managed IT that works alongside your in-house IT staff.

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Credit Union Cybersecurity

Credit unions face the same phishing and account-takeover attacks as banks, with smaller staffs. We provide layered credit union cybersecurity: MFA, email protection, endpoint detection, monitoring and tested backups, plus records your NCUA examiner can review.

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Accounting Firm IT in Lubbock

CPA and tax firms hold Social Security numbers and bank details for every client, and tax season leaves no room for downtime. Our accounting firm IT support covers Drake, Lacerte, UltraTax, CCH and QuickBooks performance, secure client file sharing, remote access and the written security plan tax preparers need.

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Financial Advisor IT in West Texas

Independent advisors and wealth managers rely on custodian portals, CRM systems and email. We support and secure those custodian and CRM logins, archive and protect email, and help you document your incident response program.

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Insurance Agency Cybersecurity in Lubbock

Agencies hold driver's license, health and payment details, and carriers increasingly ask about MFA and backups. We support and protect your agency management system access and email, and help you answer carrier and cyber-insurance questionnaires accurately.

We also support mortgage companies, lenders and other firms that handle consumer financial data.

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IT and Security Challenges for West Texas Financial Firms

• Wire fraud and business email compromise. A spoofed or hijacked email asks to change payment instructions, and money leaves before anyone calls to check.

• More rules, more paperwork. The FTC Safeguards Rule, bank and credit union examinations, and cyber-insurance applications all ask for written risk assessments, policies and proof that controls are working.

• Shifting frameworks. The FFIEC retired its Cybersecurity Assessment Tool in August 2025, so many community banks are moving to NIST CSF 2.0 or CISA's Cybersecurity Performance Goals.

• Seasonal crunches. Tax season, year-end and renewals are when a failed server hurts most.

• Too many vendors. Core providers, tax software, custodians, agency systems and the internet provider each point at someone else when something breaks.

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What's Included in Our Financial Services IT

Managed IT Built Around Client Data

Help desk support, proactive monitoring, patching, user onboarding and offboarding, and an up-to-date inventory of every device and system that touches customer information, all at a predictable flat monthly fee. Learn more about our managed IT services in Lubbock.

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GLBA and the FTC Safeguards Rule, in Plain English

GLBA requires financial institutions to protect customers' nonpublic personal information. Who writes and enforces the security rules depends on what kind of firm you are:

• Community bank: Interagency Guidelines Establishing Information Security Standards (GLBA) — FDIC, OCC or Federal Reserve; Texas Department of Banking for state charters

• Federally insured credit union: NCUA Part 748 security program requirements — NCUA (and the Texas Credit Union Department for state charters)

• Tax preparer, CPA firm offering tax or financial services, mortgage broker, non-SEC-registered adviser: FTC Safeguards Rule (16 CFR Part 314) — Federal Trade Commission

• SEC-registered adviser or broker-dealer: SEC Regulation S-P (amended in 2024) — SEC

• Insurance agency: State insurance privacy and security rules under GLBA, plus carrier requirements — Texas Department of Insurance

For firms covered by the FTC Safeguards Rule, here's what the main requirements mean and how we help:

• Qualified Individual: One named person oversees your security program — We support that person with reports, tools and regular reviews

• Written risk assessment: Find where customer data lives and what could go wrong — Risk assessment with ranked findings and a remediation plan

• Access controls and MFA: Only the right people get in, with more than a password — MFA, role-based permissions, conditional access

• Encryption: Customer data is protected at rest and in transit — Encrypted devices, email, backups and VPN

• Monitoring and testing: Continuous monitoring, or annual penetration tests plus scans every six months — Annual penetration testing, vulnerability scanning and ongoing monitoring

• Security training: Staff learn to spot attacks — Security awareness training and phishing simulations

• Service provider oversight: Vendors who touch your data must protect it — Vendor risk reviews and a list of who has access

• Incident response plan: A written plan for what to do after a breach — Incident response planning and tabletop review

Firms with customer information on fewer than 5,000 consumers are exempt from some of the written requirements, but MFA, encryption and the other safeguards still apply. Your firm stays responsible for its program; we handle the IT side and keep documentation current. This is general information, not legal advice.

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Risk Assessments and Written Security Plans

We review workstations, servers, Microsoft 365, the network, backups and vendors, then deliver ranked risks, a data inventory and a prioritized remediation plan. For tax and accounting firms, we help build or update the Written Information Security Plan (WISP) the IRS describes in Publication 5708. We can map the work to the framework your examiner or board prefers, such as NIST CSF 2.0 or CISA's Cybersecurity Performance Goals. Our team performs risk assessments in-house, and they are priced separately from managed IT plans.

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Email Security, MFA and Wire-Fraud Defense

We configure multi-factor authentication, conditional access, Microsoft Defender, data loss prevention, SPF, DKIM and DMARC, and advanced email filtering to block spoofed and malicious messages. We also help you set a call-back rule for any change to payment or wire instructions. Read more about Microsoft 365 management.

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Endpoint Protection, Monitoring and Incident Response

Every workstation, laptop and server gets endpoint detection and response (EDR), with security monitoring, alerting and centralized logging. If something gets through, we contain it and give you the facts for notification decisions, which can be due fast: banks must notify their regulator within 36 hours of certain significant incidents, federally insured credit unions must report to NCUA within 72 hours, FTC-covered firms must notify the FTC within 30 days when 500 or more consumers are affected, and Texas businesses must notify the Attorney General within 30 days when 250 or more Texans are affected. See our cybersecurity services in Lubbock.

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Encrypted Backup and Disaster Recovery

Immutable, encrypted backups with offsite cloud copies, Microsoft 365 backup, regular restore tests, and recovery targets your board or partners can sign off on. See our backup and disaster recovery services.

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Network, Firewall and Secure Remote Access

Managed firewalls, segmented Wi-Fi so guests never share a network with your systems, secure VPN for remote staff, and consistent setups across branches and offices. More on network management.

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Examiner, Auditor and Cyber-Insurance Documentation

Banks and credit unions must vet their technology vendors, and insurers want proof before they quote. We provide the due-diligence documents they ask for.

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How Working Together Goes

1. A conversation. Tell us about your firm, your systems and what keeps you up at night. No jargon.

2. Assessment. We review your environment and your current risk assessment, policies and vendor list.

3. Onboarding. We deploy our tools and schedule changes like the MFA rollout around business hours and outside tax season or month-end. Onboarding usually takes two to four weeks.

4. Ongoing support. Help desk, monitoring, patching and backups, with regular reviews and updated documentation for your board, partners or examiner.

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Why Financial Firms Choose a Local Lubbock IT Team

• We're nearby. When something needs hands on a machine or a branch network, we can come to you.

• Plain English. Our technicians explain what's happening and why, so owners and boards can make informed decisions.

• Security first. Every setup starts with protecting customer data, not bolting security on later.

• Predictable pricing. Flat monthly fees mean no surprise invoices after a bad week.

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Areas We Serve

We provide financial services IT and cybersecurity to banks, credit unions, CPA firms, advisors and insurance agencies in Lubbock, Wolfforth, Levelland, Brownfield, Littlefield, Post, Plainview, Amarillo, Abilene, Midland, Odessa and throughout West Texas.

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Financial Services IT FAQ

Does the FTC Safeguards Rule apply to my accounting firm or insurance agency?

It depends on the services you provide. The FTC Safeguards Rule covers non-bank financial institutions such as tax preparers, mortgage brokers, finance companies and advisers that aren't registered with the SEC, so many CPA and tax firms are covered. Insurance agencies generally follow state insurance rules instead, and banks and credit unions follow their own regulators' versions of the GLBA standards. Your attorney or compliance officer makes the final call, and we can help you work through it.

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Can you make our bank or firm "GLBA certified"?

No one can. There is no official GLBA or Safeguards Rule certification. Compliance is ongoing and remains your firm's responsibility. We help you put the required technical safeguards in place, complete risk assessments and keep documentation ready for examiners, auditors and insurers.

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Can Double Technologies serve as our Qualified Individual?

The FTC Safeguards Rule lets you name an outside provider, but your firm stays responsible for the program. We work with the Qualified Individual you designate inside your firm, giving them the reports, tools and regular reviews they need to oversee your security program.

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Do you provide bank IT support and credit union cybersecurity that holds up to examinations?

Yes. We support the workstations, network and access around your core systems, keep asset inventories, access reviews, patch and backup records current, and provide the vendor due-diligence documents examiners expect banks and credit unions to collect.

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Can you help with our cyber-insurance questionnaire?

Yes. Carriers commonly ask about MFA, endpoint protection, backups, email security and training. We help you answer accurately, close gaps before renewal, and keep evidence on file in case of a claim.

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Do you support financial firms outside Lubbock?

Yes. We work with banks, credit unions, accounting firms, advisors and insurance agencies in Wolfforth, Levelland, Brownfield, Littlefield, Post, Plainview, Amarillo, Abilene, Midland, Odessa and across West Texas, with remote support every day and on-site visits when needed.

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Talk With a Lubbock Financial Services IT Team

Whether you need bank IT support, credit union cybersecurity, help with the FTC Safeguards Rule, or an IT partner who answers the phone during tax season, we're ready to help. Call (806) 319-8521 or contact our team to schedule a financial IT and security review.

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