Key Challenges in Financial Services
The identity and security challenges that define this industry — and the problems we solve for our clients.
Customer Identity at Scale
Millions of banking customers expect seamless, secure authentication across web, mobile, and branch channels. Legacy customer identity systems create friction, drive abandonment, and fail to meet modern MFA requirements.
Dual Workforce & Customer Identity Planes
Banks require fundamentally different identity architectures for employees versus customers. Conflating the two creates security gaps, compliance violations, and engineering complexity that compounds over time.
Regulatory Audit Evidence Automation
SOX Section 404, PCI-DSS Requirement 8, and FFIEC guidelines demand granular access evidence. Manual evidence collection is error-prone, expensive, and cannot keep pace with continuous audit expectations.
Passwordless for Secure Environments
Trading floors, branch offices, and call centers need fast, phishing-resistant authentication. Deploying FIDO2/WebAuthn and Okta FastPass across these environments eliminates credential theft while reducing login friction.
Our Financial Services Capabilities
Every capability is grounded in production deployments within financial services environments — not theoretical frameworks or vendor slide decks.
- Okta OIE workforce identity with adaptive MFA and device trust policies
- Okta CIC (Auth0) customer identity with custom Actions and universal login flows
- SailPoint ISC cloud-native identity governance with SOX-compliant certification campaigns
- Delinea privileged access management for database and infrastructure accounts
- Okta FastPass FIDO2 passwordless deployment for branch and trading environments
- Automated SOX and PCI-DSS audit evidence pipelines integrated with GRC platforms
Compliance & Regulatory Frameworks
Technology Partners
Featured Financial Services Engagements
Measurable outcomes from real financial services deployments — not hypothetical scenarios.
Top-Tier Global Bank
Migrated 380+ applications from legacy Okta OIE to Okta CIC with zero disruptions to banking operations — unifying customer and workforce identity across global operations.
Apps Migrated (OIE→CIC)
Service Disruptions
Delivery Timeline
Let's Solve Your Financial Services Identity Challenges
Our principal architects have deployed identity solutions in production financial services environments. Bring us your hardest problem — we will map the architecture and timeline.
Book a 30-Min Strategy Call