Security & Compliance

Protecting your data and maintaining the trust of our financial partners is our highest priority. From data privacy to secure AI, our platform is built with the rigorous demands of financial institutions in mind.

SOC 2 Type II Certified

We are proud to be SOC 2 Type II compliant, demonstrating our ongoing commitment to the highest standards of security, availability, and confidentiality. Our internal controls are regularly audited to ensure they meet the stringent requirements of the financial services industry. If you would like to review our documentation it can be requested here.

Industry-Grade Data Security

All data is encrypted at rest and in transit using industry-standard encryption protocols. We maintain strict access controls and enforce role-based permissions to ensure sensitive information stays protected. Our infrastructure is hosted on secure, compliant cloud platforms with built-in redundancy and disaster recovery protocols.

Privacy by Design

Your customers’ data is never shared or sold. Our platform adheres to strict data privacy standards and is designed to minimize data exposure and maximize transparency. All customer information is handled with the care and confidentiality your institution expects.

Secure AI Features

AI can be powerful—but only when it’s secure. Our AI-driven features are built with privacy and control at the forefront. We never train models on your proprietary or customer data. All AI functionality is containerized and sandboxed to ensure your data never leaves your environment or gets exposed to unauthorized systems.

Vendor and Third-Party Security

We carefully vet all third-party providers and integrations. Each vendor undergoes a comprehensive security review, including risk assessments, compliance checks, and contractual obligations around data protection. We maintain continuous monitoring of third-party activity and have incident response procedures in place.

Monitoring and Alerting

Security doesn’t stop at launch. Our systems are monitored 24/7 with automated alerts and intrusion detection. In the event of any suspicious activity, we have a robust incident response plan that ensures fast action, full transparency, and regulatory compliance.

Compliance-Ready Platform

Whether you’re preparing for an audit or maintaining regulatory readiness, our tools and documentation are built to support compliance with key regulations. We help reduce your compliance burden while giving you peace of mind.