Case Study: Covidi achieves secure, seamless 401k member access with CEPTES Software

Highly secured financial service platform with 2-factor authentication

Covidi, an Austin, Texas-based technology company, needed a secure and user-friendly community platform for end users to access sensitive 401(k) financial information without friction. CEPTES Software used Salesforce Community Cloud to help address the challenge of providing seamless access for users from different backgrounds while protecting highly sensitive customer data.

CEPTES Software built a secure community solution that let users create accounts and access their 401(k) service provider system without separate logins, enabling direct viewing of account status and plan-related information. To strengthen security, CEPTES Software implemented 2-factor authentication with OTP-based login through Twilio integration, resulting in a highly secure platform that eliminated multiple system logins while improving the user experience.

Covidi