Case Study: Boutique Asset Management Firm achieves simplified, secure digital access with IBM Security Verify Access

Boutique Asset Management Firm - Customer Case Study

A Boutique Asset Management Firm needed to modernize identity and access management for its cloud-based wealth platform, since users were forced to log in separately to multiple websites and applications. To improve security, streamline access, and support growth, the firm turned to IBM and IBM Security Verify Access hosted in AWS, with managed support from IBM Business Partner Pontis Research, Inc. (PRI).

IBM and PRI implemented a cloud-based single sign-on and multifactor authentication solution integrated with the firm’s API gateway, Active Directory, and external applications. The result was a simpler experience for clients, advisors, and employees using one set of credentials across devices, stronger protection against cyber threats, faster rollout of new features, and lower IT overhead costs through an outsourced managed-service model.