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FinanceComplianceCybersecurityDisaster Recovery
Bank-Grade Security for Wealth Management
Comprehensive security and compliance implementation for a growing financial advisory firm.
Meridian Financial Group
2023
Key Result
SOC 2 Type II certified in 6 months
The Challenge
Meridian Financial Group needed to achieve SOC 2 compliance to win larger clients but lacked the internal expertise and infrastructure to meet the stringent requirements.
Our Solution
We conducted a gap analysis, implemented required security controls, deployed advanced threat protection, and guided them through the entire SOC 2 audit process.
The Outcome
The firm achieved SOC 2 Type II certification in just 6 months, enabling them to pursue enterprise clients. They've since grown assets under management by 150%.
What We Built
Compliance Dashboard
Real-time compliance monitoring and audit preparation
Security Reports
Comprehensive security posture and incident reporting
Project Info
- Client
- Meridian Financial Group
- Industry
- Finance
- Year
- 2023
Tech Stack
AWSCrowdStrikeSplunkDuo SecurityKnowBe4Datto