Credit Card Testing Attacks: Detection, Damage Control, and Defense for E-commerce Platforms
Technical guide to identifying and preventing card testing fraud on Shopify, WooCommerce, and Square platforms.
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Custody & Agency
Compliant Marketing & Web Design Experts
We're REAL artists with deep technical expertise. When your web design, SEO, or digital marketing needs to withstand regulatory scrutiny, we deliver elite performance with rigorous brand protection.
20+ Years Experience
WCAG 2.2 AAA Certified
SOC 2 Compliant Infrastructure
Multi-Cloud Infrastructure Options
Certified Partners & Platforms
Proven Expertise
Built for Regulated Markets
Our web design, SEO, and digital marketing services navigate HIPAA, FINRA, ABA, PCI DSS, and WCAG 2.2 compliance frameworks.
Legal / ABA
Finance / FINRA
Credit Unions
Insurance
Healthcare
eCommerce
Accessibility
Cybersecurity
Legal / ABA
Finance / FINRA
Credit Unions
Insurance
Healthcare
eCommerce
Accessibility
Cybersecurity
What We Do
Web Design, SEO, Marketing & Hosting Services for Regulated Industries
Expert web design and digital marketing in Syracuse, Dallas, and San Diego. Technical excellence meets creative execution.
Specialized Compliance Services
Security & Cybersecurity
Hardened infrastructure & pen testing
SOC 2 compliant infrastructure, penetration testing, security audits, and hardened WordPress installations. We protect your digital assets with enterprise-grade cybersecurity protocols.
Security Services CMS Expertise - Hardened
WordPress, Shopify, Wix mastery
20+ years WordPress expertise, Shopify migrations, WHM/cPanel administration. Hardened CMS configurations that balance usability with security compliance.
CMS Services ADA Compliance
WCAG 2.2 AAA certified audits
Comprehensive WCAG 2.2 AAA accessibility audits and remediation. We ensure your web design meets the highest accessibility standards and protects against ADA litigation.
Accessibility Audits Project Management
Client-side oversight & delivery
Expert project management for complex web design and marketing initiatives. We coordinate vendors, manage timelines, and ensure compliant delivery across all stakeholders.
Project Management Fractional CMO
Strategic marketing leadership
Executive marketing leadership without the full-time cost. Strategic planning, team oversight, and performance accountability for regulated industries.
CMO Services Platinum Helm Strategies
Concierge marketing service
White-glove concierge marketing where we take full custody of your digital presence. Comprehensive web design, SEO, hosting, and compliance management.
Platinum Helm Core Web Design, SEO & Digital Marketing Services
Professional Web Design
Custom WordPress development
Expert web design for Syracuse, Dallas, and San Diego businesses. Custom WordPress, complex migrations, WHM/cPanel administration.
Web Design Services Secure Hosting
SOC 2 compliant infrastructure
Enterprise hosting on Google Cloud Platform with SOC 2 compliance. Hardened servers, automated backups, and 24/7 monitoring.
Hosting Services Search Engine Optimization
Technical SEO & local dominance
SEO services for Syracuse, Dallas, and San Diego. Semantic optimization, local search dominance, and compliance-aware strategies.
SEO Services Local SEO
Google Places optimization
Local SEO for Syracuse, Dallas, and San Diego markets. Google Map pack domination and regional search visibility.
Local SEO PPC & Digital Ads
Compliant paid campaigns
Google Ads, Meta advertising, and compliant paid media campaigns. ROI-focused digital marketing with regulatory oversight.
Digital Marketing Reputation Management
Monitor and enhance reputation
Proactive reputation monitoring combined with SEO strategies that build authority and manage perception across search results.
Reputation Services Expert Web Design, SEO & Digital Marketing for Regulated Industries
Custody & Agency is dedicated to empowering regulated industries through innovative digital marketing solutions. Our mission is to deliver precision-driven strategies that not only comply with industry regulations but also enhance brand visibility and growth. With a team of seasoned experts, we specialize in crafting campaigns that align with the unique needs of sectors such as healthcare, finance, banking, insurance and legal services. Our commitment to ethical practices and transparency ensures that our clients receive unparalleled service and results that build trust and authority in their respective fields.
Learn More About UsReady to Work Together?
If your project requires technical expertise, regulatory compliance, or creative execution—let's discuss how we can help.
Schedule ConsultationIndustries
Web Design, SEO & Marketing Across Sectors
From highly regulated to highly creative—technical excellence for businesses that need it.
Legal & Law Firms
ABA-compliant marketing
Crafting precise marketing campaigns that adhere to legal advertising standards, enhancing firm reputation and client acquisition.
Legal MarketingBanking
FDIC/FINRA compliant
Delivering secure and compliant financial marketing solutions that drive growth and client trust.
Bank MarketingCredit Unions
NCUA regulated
Providing NCUA-compliant marketing strategies that enhance member engagement and credit union growth.
Credit Union MarketingInsurance
NAIC compliant
Crafting precise marketing campaigns that adhere to NAIC standards, enhancing agency reputation and policy sales.
Insurance MarketingHealthcare
HIPAA protected
Providing HIPAA-compliant marketing strategies that enhance patient engagement and healthcare provider visibility.
Healthcare MarketingReal Estate
High-performance marketing
Real estate web design, local property SEO, lead generation for agents and firms.
Real Estate MarketingPharmaceutical
FDA compliant
Pharmaceutical web design, drug awareness SEO, FDA-compliant digital marketing that moves product safely.
Pharmaceutical MarketingEducation
Enrollment focused
Educational web design, student recruitment SEO, enrollment-driven digital marketing.
Education MarketingFinancial Services
SEC compliant
Delivering secure and compliant financial marketing solutions that drive growth and client trust across investment firms and advisors.
Financial MarketingResidential Response Engine
Lead Generation for Service Contractors & Home Service Professionals
Specialized web design, local SEO, and lead generation for plumbers, electricians, HVAC contractors, and home service businesses. Built to convert emergency calls and service requests.
Plumbing & HVAC Marketing
Emergency call optimization, 24/7 lead capture, service area SEO, mobile-first web design for on-the-go customers, seasonal campaign management.
Electrical & Construction
Project showcase galleries, estimate request systems, contractor licensing display, safety certification integration, residential/commercial service differentiation.
Home Services SEO
Google Map pack domination for "near me" searches, review generation automation, multi-location optimization, service area page strategies.
Amplify Creative
Marketing for Writers, Artists & Creative Professionals
We're not just compliance experts—we're REAL artists. Professional writers, visual artists, and designers who understand the creative process from the inside. We build marketing strategies that honor artistic integrity while creating sustainable careers.
Author Platform Building
Web design for authors, book launch SEO, reader engagement strategies, email list building, Amazon optimization. We understand publishing because we're in it.
Artist Portfolio Web Design
Gallery websites that showcase work properly, e-commerce for prints and originals, SEO for collectors, commission request systems. Beautiful design for beautiful art.
Creative Professional Marketing
Marketing for musicians, photographers, designers, performers. Web design that captures your aesthetic, SEO that finds your audience, digital marketing that respects your craft.
The Platinum Helm Difference
Focused, competitive and compliance trained experts take custody of your needs and deliver compliant, creative and performance marketing. We treat each project as if it were our own — Because It IS...
Transparent Analytics
Gain clear insights into your marketing performance with our transparent analytics, ensuring you understand every aspect of your campaign's success.
Expert Content Creation
Our content is crafted to engage and inform, leveraging industry expertise to build authority and trust with your audience.
Targeted Local Optimization
Enhance your local presence with our targeted optimization strategies, designed to connect with audiences in specific regions effectively.
Industry Consultation
Benefit from our deep industry knowledge and expert consultation services, guiding you through the complexities of compliant digital marketing.
Technical Resources
Compliance & Technical Insights
Deep-dive articles on compliance, security, and technical implementation
Shopify Theme Development Validation Techniques
Advanced validation methods for Shopify theme development ensuring code quality and performance standards.
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Juggling Multiple Teams & Vendors? My Sanity-Saving Secret for Keeping Projects on Track
Strategic approaches to managing complex projects across multiple vendors and teams while maintaining sanity and delivering results.
Read ArticleCompliant Digital Marketing Solutions by Industry
Banking
Platinum Helm Marketing Strategies For Banking
Get access to all of our marketing platforms, data and experience with our concierge Platinum Helm Strategy Services. Our comprehensive approach ensures your financial institution benefits from integrated, compliant marketing solutions tailored specifically for the banking industry. Leverage our expert team's knowledge to navigate regulatory requirements while achieving exceptional marketing results.
Learn more → Compliant Search Engine Optimization For Banking
Enhance your financial institution's digital visibility with regulation-compliant SEO strategies. Our specialized techniques drive qualified traffic while maintaining strict banking industry standards. Achieve higher search rankings without compromising on regulatory requirements.
Learn more → Compliant Digital Marketing For Banking
Elevate your bank's online presence through comprehensive, regulation-adherent marketing solutions. We craft strategies that honor financial compliance while effectively reaching your target audience. Drive engagement and conversions with marketing that meets all regulatory standards.
Learn more → Compliant Fractional CMO Service For Banking
Access executive-level marketing leadership with deep understanding of banking compliance requirements. Our fractional CMOs develop comprehensive strategies that drive growth while adhering to regulations. Transform your marketing approach with expert guidance that balances innovation and compliance.
Learn more → Finance
Platinum Helm Marketing Strategies For Finance
Get access to all of our marketing platforms, data and experience with our concierge Platinum Helm Strategy Services. Our finance-focused approach delivers integrated, regulation-compliant marketing solutions tailored specifically for financial service providers. Utilize our expert team's knowledge to navigate complex financial regulations while achieving exceptional marketing performance.
Learn more → Compliant Search Engine Optimization For Finance
Boost your financial services firm's online visibility with SEO strategies that adhere to industry regulations. Our specialized techniques drive qualified prospects to your website while maintaining compliance with financial advertising rules. Achieve higher search rankings without compromising on regulatory requirements.
Learn more → Compliant Digital Marketing For Finance
Elevate your financial firm's digital presence through comprehensive marketing that respects regulatory boundaries. We develop strategies that balance promotional effectiveness with strict adherence to financial industry standards. Attract more qualified clients with marketing that drives growth while maintaining compliance.
Learn more → Compliant Fractional CMO Service For Finance
Access executive-level marketing leadership with deep understanding of financial compliance requirements. Our fractional CMOs develop comprehensive strategies that drive growth while adhering to regulations. Transform your marketing approach with expert guidance that balances innovation and compliance.
Learn more → Legal
Platinum Helm Marketing Strategies For Legal
Get access to all of our marketing platforms, data and experience with our concierge Platinum Helm Strategy Services. Our legal-focused approach ensures your law firm benefits from integrated, bar-compliant marketing solutions designed specifically for the legal industry. Work with our specialized team to navigate state bar regulations while achieving superior marketing results.
Learn more → Compliant Search Engine Optimization For Legal
Enhance your law firm's online visibility with SEO strategies that adhere to legal ethics and bar association requirements. Our specialized approach drives qualified client inquiries while maintaining strict professional standards. Improve your search rankings without risking compliance with legal advertising regulations.
Learn more → Compliant Digital Marketing For Legal
Create comprehensive digital marketing campaigns that respect legal industry advertising rules and ethical guidelines. Our expert team develops strategies that build your firm's reputation while maintaining full regulatory compliance. Attract more qualified clients with marketing that balances effectiveness and professional standards.
Learn more → Compliant Fractional CMO Service For Legal
Access executive-level marketing leadership with deep understanding of legal compliance requirements. Our fractional CMOs develop comprehensive strategies that drive firm growth while adhering to regulations. Transform your legal marketing approach with expert guidance that balances innovation and compliance.
Learn more → Healthcare
Platinum Helm Marketing Strategies For Healthcare
Get access to all of our marketing platforms, data and experience with our concierge Platinum Helm Strategy Services. Our healthcare-focused approach ensures your practice benefits from integrated, HIPAA-compliant marketing solutions tailored specifically for the healthcare industry. Partner with our specialized team to navigate healthcare regulations while achieving exceptional patient acquisition results.
Learn more → HIPAA-Compliant Search Engine Optimization For Healthcare
Enhance your healthcare practice's online visibility with HIPAA-compliant SEO strategies. Our specialized techniques drive qualified patient traffic while maintaining strict healthcare privacy standards. Achieve higher search rankings without compromising patient confidentiality or regulatory requirements.
Learn more → HIPAA-Compliant Digital Marketing For Healthcare
Elevate your healthcare practice's online presence through comprehensive, HIPAA-adherent marketing solutions. We craft strategies that respect patient privacy while effectively reaching your target demographic. Drive patient engagement and new appointments with marketing that meets all healthcare regulatory standards.
Learn more → Compliant Fractional CMO Service For Healthcare
Access executive-level marketing leadership with deep understanding of healthcare compliance requirements. Our fractional CMOs develop comprehensive strategies that drive practice growth while adhering to HIPAA regulations. Transform your healthcare marketing approach with expert guidance that balances patient acquisition and regulatory compliance.
Learn more → Insurance
Platinum Helm Marketing Strategies For Insurance
Get access to all of our marketing platforms, data and experience with our concierge Platinum Helm Strategy Services. Our insurance-focused approach ensures your agency benefits from integrated, NAIC-compliant marketing solutions designed specifically for the insurance industry. Work with our specialized team to navigate insurance regulations while achieving exceptional client acquisition results.
Learn more → NAIC-Compliant Search Engine Optimization For Insurance
Enhance your insurance agency's online visibility with NAIC-compliant SEO strategies. Our specialized techniques drive qualified prospect traffic while maintaining strict insurance industry standards. Achieve higher search rankings without compromising regulatory compliance requirements.
Learn more → NAIC-Compliant Digital Marketing For Insurance
Elevate your insurance agency's online presence through comprehensive, NAIC-adherent marketing solutions. We craft strategies that respect regulatory boundaries while effectively reaching your target market. Drive policyholder engagement and new business with marketing that meets all insurance regulatory standards.
Learn more → Compliant Fractional CMO Service For Insurance
Access executive-level marketing leadership with deep understanding of insurance compliance requirements. Our fractional CMOs develop comprehensive strategies that drive agency growth while adhering to NAIC regulations. Transform your insurance marketing approach with expert guidance that balances client acquisition and regulatory compliance.
Learn more → Regions of Dominance
Select Markets where we have uncommon opportunity for dominance for your business success
Syracuse-Rochester-Buffalo Market
Dallas-Fort Worth-Arlington Market
San Diego-Chula Vista-Carlsbad Market
Premium Web Design for Syracuse-Rochester-Buffalo
Our award-winning web design team specializes in creating high-converting websites for businesses in the Syracuse-Rochester-Buffalo region. We understand the unique market dynamics of Upstate New York and create digital experiences that resonate with local consumers while establishing your brand as an industry leader.
Premium Web Design for Dallas-Fort Worth-Arlington
Elite web design services for the Dallas-Fort Worth-Arlington metroplex. Our team combines deep local market knowledge with world-class design capabilities that drive measurable business results.
Premium Web Design for San Diego-Chula Vista-Carlsbad
Professional web design for San Diego businesses. We create sophisticated digital experiences that reflect Southern California's innovative spirit while driving real business growth.
Let's Build Something Together
Whether you need web design, SEO, digital marketing, or comprehensive compliance support—we're ready to take custody of your success.
Schedule Consultation