Cloud & DevOps Leverage current AWS usage to offer managed cloud services, cost optimization, and scalable infrastructure tailored for a lean financial services operation.

Web Presence Modernization Suggest upgrading from a basic website builder to a modern CMS with performance, security, and SEO enhancements to improve client engagement and online credibility.

Security & Compliance Position security services such as ongoing monitoring, TLS management, vulnerability scanning, and incident response to strengthen protection of sensitive financial data.

Data & Analytics Propose data and analytics capabilities including market data feeds, API integrations, and analytics tools to support decision making, risk management, and client reporting.

Partnership & Growth Explore fintech partnerships and collaboration opportunities leveraging their New York presence to scale solutions and access broader liquidity and technology ecosystems.