Retireflo
Retireflo is a financial technology company providing innovative retirement planning solutions. As they expanded their market presence and client base, Retireflo needed to establish SOC 2 compliance to build trust with financial institutions and demonstrate their commitment to security. With their team focused on developing and improving their core financial technology, they needed expert assistance to efficiently navigate the compliance journey without diverting significant internal resources from strategic priorities.
Challenges
- Needed to achieve SOC 2 compliance with minimal disruption to core business operations
- Required expert support to handle complex compliance requirements efficiently
- Faced potential significant time investment without specialized assistance
Solution
Workstreet partnered with Retireflo to provide comprehensive SOC 2 compliance support, taking ownership of critical implementation tasks rather than simply providing guidance. The Workstreet team struck an optimal balance between communication and independence, keeping Retireflo informed while minimizing demands on their time. This approach allowed Retireflo to maintain focus on their core business while Workstreet handled the heavy lifting of compliance implementation, ensuring both efficiency and effectiveness.
Benefits
- Saved "countless hours" in compliance journey through Workstreet's comprehensive support
- Maintained business focus while establishing robust security credentials
- Achieved efficient compliance implementation through balanced communication approach
Value
Cost
Market
Finance
Frameworks
SOC 2
Customer Quote
"We cannot recommend the Workstreet team enough; they saved us countless hours in our SOC 2 compliance journey, doing much of the heavy lifting for us. They strike the perfect balance of communicative & helpful, while also being low-touch and independent." — Brad Browning, CTO, Retireflo