Compliance-first IT for financial services providers.
FAIS, FICA and POPIA-aligned Microsoft 365, recorded and archived communications, secure client onboarding, private-cloud hosting and a written control framework your compliance officer can file with the FSCA.
For FSPs, brokerages, short-term and life advisors, wealth managers, credit providers and fund administrators.
What we walk into — and what we leave behind.
Advice given over WhatsApp with no record. Client FICA documents in personal inboxes. A compliance officer asking for evidence of controls before the FSCA does. Insurers demanding MFA and backup before renewing cyber cover. Five systems that don't talk to each other.
Microsoft 365 with retention, eDiscovery and compliance recording. 3CX with recorded, archived calls. Secure onboarding with document capture into a governed SharePoint structure. Swiss Nexus for the client and policy pipeline. A signed control framework and annual audit.
The workflows, and the rules behind them.
- Microsoft 365 retention, eDiscovery and sensitivity labels
- Recorded and archived calls, Teams and email
- Secure FICA document capture and retention
- MFA, conditional access and device compliance
- Private-cloud hosting for broker and admin systems
- Swiss Nexus CRM for clients, policies and renewals
- Cyber-insurance readiness assessment
- Fractional CIO reporting to the compliance officer
Platforms and services we'd put in front of you.
Every platform below is built, hosted and supported by Swiss Systems in Johannesburg. Services carry the same SLA.
Four steps from first call to live.
Walkthrough
Thirty minutes on your operation: sites, staff, systems, compliance exposure. Free.
Written proposal
Platforms, services, price and rollout plan in writing — fixed, not estimated.
Pilot
One site or one team live first. We tune it with your people before scaling.
Rollout & run
Phased go-live, training, then managed under SLA with monthly reporting.
Straight answers.
Can you record and keep calls for FAIS?
Yes. Hosted 3CX records calls and archives them with retention policies; Teams and email are retained in Microsoft 365 with legal hold where required.
Do you provide evidence for the compliance officer?
Yes — a control framework document, an annual audit report and monthly reports from Swiss Orbit covering patching, backup and access.
Can you help with cyber-insurance questionnaires?
We complete the technical sections with you, close the gaps insurers flag (MFA, backup, EDR, email security) and provide the evidence.
Is client data kept in South Africa?
Microsoft 365 uses the South African region; anything we host runs in our Johannesburg data centre.
Do you work with our existing broker software?
Yes. We host, secure and integrate around it rather than forcing a replacement.
We run the same discipline across South African operations.
Advise. Build. Host. Connect. Run.
Every service sits in one of four lines and runs under the same SLA: 15-minute P1 response, 99.9% hosted uptime, named engineers, monthly reporting, service credits if we miss. See the SLA in numbers →
Tell us about your operation. We'll quote your reality.
Thirty minutes with an engineer who has deployed in financial services providers before. You leave with a written recommendation, a price and a rollout plan — no obligation.
Built here
Platforms engineered and hosted in Johannesburg. Rand pricing. SA data residency. Engineers in your time zone.
Compliance first
FAIS, FICA, POPIA, FSCA record-keeping, Cyber-insurance requirements — designed in, documented, and audited annually.
One partner
Software, hosting, voice, networks and support under one SLA and one invoice.