Security & Compliance

Security and compliance controls designed for regulated financial operations

Delivery Controls

Access Management

We follow a minimal access principle. All access is:

  • Time-bound and revocable
  • Read-only by default
  • Logged and auditable
  • Aligned with your security policies

Secrets Management

Secure handling of credentials and secrets:

  • No hardcoded credentials
  • Use of your approved secret management systems
  • Rotation and expiration policies
  • Least privilege access

Data Governance

Data Lineage

Comprehensive data lineage tracking from source to consumption, enabling impact analysis, compliance reporting, and operational troubleshooting.

Retention Policies

Implementation of data retention policies aligned with regulatory requirements, with automated archival and deletion workflows.

Data Loss Prevention

DLP controls as applicable, including classification, monitoring, and protection of sensitive financial and client data.

Classification & Tagging

Data classification and tagging systems to ensure proper handling, access controls, and compliance with regulatory requirements.

Auditability

Comprehensive Logging

All system activities, data access, and changes are logged with timestamps, user identification, and context for audit purposes.

Change Control

Formal change control processes with approval workflows, testing requirements, and rollback capabilities.

Audit Trails

Immutable audit trails for all data operations, configuration changes, and access events, retained according to regulatory requirements.

Engagement Safety

NDA-Friendly Process

Our engagement process is designed to work within your NDA and confidentiality requirements:

  • Minimal data exposure during discovery
  • Secure communication channels
  • Confidentiality agreements as standard

Minimal Access Principle

We request only the minimum access necessary:

  • Read-only access for assessment
  • Scoped to specific systems/data
  • Time-bound with automatic expiration

White-Label / Partner Delivery

We can operate as a white-label delivery partner, executing under your brand while maintaining our technical standards. Key aspects:

IP Boundaries

  • Client-owned deliverables
  • Reusable accelerators/templates remain with us
  • Clear documentation of ownership

Risk Controls

  • Acceptance criteria defined upfront
  • Change control processes
  • Dependency assumptions documented

Questions about our security and compliance approach?

Contact Us