Fintech Case Study
Finch Financial
A security audit and remediation program ahead of a compliance review.
-27%Reporting Time Saved
The Challenge
Where things stood before
Finch Financial came to us with a problem that had been building for a while: reporting that lived in three different places, none of which fully matched the others.
Competitors were starting to pull ahead in ways that were becoming hard to ignore.
The Solution
What we built
Our approach focused on the root cause rather than the most visible symptom.
From there, a security audit and remediation program ahead of a compliance review, built specifically around what Finch Financial needed.
- Delivered within a 7-week timeline without cutting scope
- Benchmarked against clear, agreed-upon success metrics from day one
- Tested thoroughly before launch to avoid post-launch surprises
- Designed around Finch Financial's actual workflow, not a generic template
Results
The impact, by the numbers
-27%
Reporting Time Saved
+45%
Data Accuracy
-28%
Manual Entry Errors
92.9%
Dashboard Adoption
Tech Stack
Built with
Burp SuiteNessusAWS Security HubOkta
Fieldstone Clinics
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