Protect sensitive financial data, ensure regulatory compliance, and deliver secure access experiences for clients and employees across your organization.
Financial services organizations manage millions of client accounts, process sensitive transactions, and operate under stringent regulatory requirements. You need identity and security solutions that protect customer data, ensure compliance, and scale with your business while delivering seamless experiences.
We help financial institutions modernize identity infrastructure, implement robust governance frameworks, and secure access across complex environments serving retail investors, institutional clients, and internal teams.
Financial services organizations face unique identity and security challenges:
Without modern identity infrastructure, financial institutions face security vulnerabilities, compliance risks, and operational inefficiencies that impact both clients and business operations.
We assess your identity landscape, identify compliance gaps, and develop migration strategies from legacy systems to cloud-based solutions. Our advisory services help you navigate regulatory requirements, plan governance frameworks, and design change management strategies that ensure smooth adoption across your organization.
Our certified specialists migrate identity systems from AD/Azure to Okta, integrate governance platforms like SailPoint, implement advanced identity proofing solutions, and deploy phased SSO and MFA rollouts. We design dual architectures that separate lifecycle management from governance, ensuring both security and compliance.
We provide ongoing management of your identity and governance platforms—conducting health assessments, optimizing access policies, monitoring compliance, and ensuring your systems adapt as regulations and business needs evolve.
A global asset management firm serving 30+ million investors worldwide needed to modernize its identity infrastructure from on-premises AD/Azure to a scalable cloud solution. They required enhanced ID proofing, MFA deployment, and integrated governance across their vast organization.
We implemented a comprehensive migration to Okta Universal Directory, integrated SailPoint for governance and certification campaigns, deployed TransmitSecurity for identity orchestration and proofing, and executed a phased SSO and MFA rollout across organizational units.
Results: Seamless migration with minimal disruption, enhanced security through MFA and SSO, streamlined identity proofing, and strengthened governance for access requests and compliance.