IT, cybersecurity and operational resilience for banking and insurance
Monitored infrastructure, layered security and tested recovery for financial institutions.
In banking and insurance, system availability and the protection of customer data are under constant scrutiny from customers, auditors and supervisors. Overwan manages infrastructure with SOC/NOC monitoring, strengthens access control with Zero Trust, maintains backup and recovery with periodic restore testing, and provides 24x7x365 support.
Who we serve
- Banks and credit institutions
- Insurers and insurance brokers
- Financial companies and payment institutions
- Asset managers and pension funds
- Fintechs and insurtechs
IT challenges in the sector
Digital operational resilience
DORA requires financial entities to identify, protect, detect, respond to and recover from ICT incidents, with documented and tested processes. IT infrastructure and operations must support this requirement.
ICT provider risk
ICT service providers are now assessed and monitored by financial entities, with contractual requirements, exit plans and information on subcontracting.
Targeted attacks
Phishing, fraud and ransomware particularly target the financial sector. Continuous detection, vulnerability management and coordinated incident response are needed.
Core systems and digital channels
Legacy core applications coexist with digital channels and cloud services, requiring careful integration and control of dependencies between systems.
Branch and agency network
Dispersed branches, agencies and brokers need secure connections, centralized management and on-site support.
Audit evidence
Auditors and supervisors request records, reports and test evidence. Monitoring, inventory and organized reporting reduce the effort required for each audit.
How we help
- 24x7x365 Technical Support: Assistance, monthly/quarterly contracts and hour packages. Auditable metrics and our own tooling.
- Infrastructure Management: We operate servers, networks, virtualization, backup and disaster recovery with modern automation and observability.
- Backup & Disaster Recovery: 3-2-1 strategies with Veeam, Nakivo and cloud replication. Periodic, audited recovery tests.
- IT Outsourcing: We run your IT Department's functions in outsourcing — full or partial replacement.
- SOC/NOC as a Service: 24/7/365 operations with managed SIEM, SOAR, and EDR/XDR. Integrated NOC and SOC, documented runbooks, and single SLA.
- Zero Trust / ZTNA: Identity and context-based access, micro-segmentation, and replacement of legacy VPN. Continuous endpoint posture and full auditing.
- Network Security & Zero Trust: NGFW, NAC, Zero Trust segmentation, IDS/IPS and content filtering. Physical access control with card and biometrics, CCTV and fire detection.
- DRaaS: Managed Disaster Recovery with continuous replication, RTO < 15 min and RPO < 60 s. Quarterly tests and NIS2 / DORA compliance.
- Sovereign Cloud: European sovereign cloud: data in the EU, operated by European entities, BYOK/HYOK, and immune to the Cloud Act. NIS2, GDPR, and DORA compliant.
- Observability & AIOps: End-to-end Observability and AIOps: correlated metrics, logs, and traces, anomaly detection, and automated 24/7 remediation.
Regulation & compliance
DORA
Regulation (EU) 2022/2554 (DORA), applicable since 17 January 2025, establishes requirements for ICT risk management, major incident reporting, digital operational resilience testing and management of risk from third-party ICT service providers. It applies to the generality of financial entities, with rules proportionate to size and risk profile.
NIS2 / Legal Cybersecurity Framework
For financial entities covered by DORA, this acts as the sector-specific cybersecurity regime. The Legal Cybersecurity Framework (Decree-Law No. 125/2025, transposing the NIS2 Directive) may be relevant for other entities in the sector or within the same group, and the applicable framework should be assessed on a case-by-case basis.
GDPR
Customer data, including financial data and, in insurance, health data, requires technical and organizational measures appropriate to the risk, such as access control, encryption and activity logging.
Related articles
- Cryptographic Key Management in Hybrid Cloud
- Log Retention: Keeping What's Needed for Investigation
- Confidential computing in hybrid cloud: where it fits
- Sovereign Cloud in Europe: a response to new regulatory requirements
Why Overwan
- Since 2011: Managing IT for companies in Portugal for over a decade.
- 24x7x365 support: Nights, weekends and holidays, with continuous monitoring.
- Certifications: Certified team and processes.
- Technology partners: Partnerships with leading IT vendors.
Frequently asked questions
Do you help with DORA compliance?
We help with the technical side: monitoring, incident management, backups and recovery testing, inventory, and reports that serve as evidence. Responsibility for compliance and legal assessment remains with the financial entity.
Where is the data hosted?
It depends on the solution. When required, we offer hosting within the European Union, including sovereign cloud options, and we document the location of the data and backup copies.
Do you test system recovery?
Yes. Backup and recovery plans include periodic restore testing, with reporting of results and recovery times achieved.
Do you work with branch office or agent/broker networks?
Yes. We centrally manage connections and equipment, applying the same security rules across all locations, and we travel on-site whenever physical intervention is required.