Case Study: Wealth builds trust and boosts productivity with Secureframe

How Wealth.com Built Trust with Customers and Increased Team Productivity with Secureframe’s SOC 2 Compliance Solution

Wealth, a digital estate planning platform, needed to meet strong privacy expectations from financial customers and make SOC 2 compliance a priority from day one. The small startup team wanted an automated, low-lift solution, so it turned to Secureframe and its SOC 2 compliance platform to reduce manual work and build trust with customers.

Secureframe implemented automated evidence collection, easy integrations with Wealth’s existing systems, and centralized policy and vendor management to streamline compliance. As a result, Wealth achieved SOC 2 compliance in just over six months, significantly reduced strain on its team, improved security onboarding and training, and gained stronger proof points for sales and marketing.

Wealth

Jair Basso

Vice President of Security