CASE
June 2, 2025
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1
minutes

XO Capital

XO Capital is a financial services company providing innovative investment and capital solutions for businesses and entrepreneurs. As they expanded their operations and client base, XO Capital recognized the need to establish robust security and compliance measures to protect sensitive financial information and build trust with customers. With their team focused on financial operations and client service, they faced significant challenges in navigating complex compliance requirements efficiently.

Challenges

  • Lacked clear direction on how to approach complex compliance requirements
  • Needed to implement appropriate security controls quickly without disrupting operations
  • Faced potential months-long implementation timeline without expert guidance

Solution

Workstreet stepped in to provide XO Capital with comprehensive compliance guidance and implementation support when they were struggling to find direction. The Workstreet team quickly established a clear roadmap and practical approach, guiding XO Capital through the necessary steps to implement appropriate security controls efficiently. Their hands-on support transformed what would have been a months-long process into a streamlined implementation completed in just days, dramatically accelerating XO Capital's compliance journey.

Benefits

  • Transformed months of potential work into an efficient implementation completed in days
  • Gained clear direction and guidance through complex compliance requirements
  • Established appropriate security controls quickly without operational disruption

Value

Speed

Market

Finance

Frameworks

SOC 2

Customer Quote

"We were lost before Workstreet jumped in and helped guide us through the process. We were able to do in a few days what would have taken us months!" — Andrew Pierno, Co-Founder, XO Capital

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