Digital Trust at Scale

Client Overview

A FinTech company providing financial data analytics and reporting solutions for financial advisors and wealth management firms. With 95 employees and $13M in ARR, they were handling increasingly sensitive client financial information.

The Challenge

As the company scaled and their product capabilities expanded to include more sensitive data, security requirements and customer due diligence processes became increasingly burdensome. Security reviews were creating sales and implementation bottlenecks, while ongoing compliance activities consumed significant engineering resources.

Key issues included:

Security reviews taking 8+ weeks during sales process
Customer security questionnaires consuming 25+ hours each
Increasing scope of security requirements from enterprise customers
Engineering time increasingly dedicated to security controls
Limited visibility into security posture across the organization
Reactive approach to security creating operational disruptions

Our Approach

We implemented our Tech Stack Optimization with a security-first methodology:

Security Assessment:
- Conducted comprehensive security architecture review
- Mapped current controls against industry frameworks
- Assessed security operations and incident response capability
- Analyzed customer security requirements across segments
Security Framework:
- Developed unified security architecture aligned with financial standards
- Created security-by-design principles for development
- Designed automated compliance monitoring system
- Established centralized control framework for demonstration
Implementation:
- Deployed security orchestration platform
- Implemented automated security testing in development pipeline
- Created customer-facing security documentation portal
- Established SOC 2 Type II compliance program
Operational Integration:
- Implemented continuous security monitoring across infrastructure
- Created automated security validation for code deployments
- Developed self-service security assessment tools for product teams
- Established centralized vulnerability management program

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The Results

Within 9 months of implementation, the company achieved:

Security eview timeframes reduced from 8+ weeks to 3 weeks
Security questionnaire response time decreased by 75%
SOC 2 Type II certification attained with minimal disruption
Engineering time dedicated to security reduced by 40%
Enterprise sales cycle accelerated by 35%
Security incidents reduced by 62%
Customer satisfaction with security processes improved by 47%

The security transformation provided the company with a scalable foundation for growth, turning what had been a business constraint into a competitive advantage that accelerated sales and improved operational efficiency across the organization.

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