Governed fintech data foundation and SOC 2 readiness

Industry: Fintech and BFSI

Delivered for: Payflo

Focus: Data architecture and SOC 2 readiness

Impact: Achieved SOC 2 and strengthened operational reporting

Project scope

  • 1

    Data architecture and reporting

    Scope included ownership of the data architecture supporting risk, operations, and executive reporting across core fintech domains.

  • 2

    Security by design

    Scope included implementation of platform-wide controls including least-privilege access, encryption, logging, and disciplined change-management practices.

  • 3

    SOC 2 program ownership

    Scope included ownership of the SOC 2 program for the data platform, including control design, evidence collection patterns, and audit support processes across engineering and business stakeholders.

Project context

As a growing fintech platform in the BFSI sector, Payflo needed a governance-first data foundation capable of securing sensitive financial data while enabling fast, reliable insights and supporting SOC 2 readiness.

Problem

The platform needed a data foundation that could support risk and operational reporting while meeting growing security, audit, and compliance expectations.

Solution

The engagement established a governed data architecture with strong access controls, encryption, logging, evidence-management processes, and reporting structures aligned to SOC 2 trust service criteria.

Outcome

Achieved SOC 2 and established a stronger governed data foundation for reporting, security, and compliance.

Selected outcomes

  • Achieved SOC 2 through control design, evidence management, and audit support
  • Improved availability of risk and operations insights through more consistent reporting
  • Strengthened security and governance practices across the data platform
  • Improved storage efficiency through retention, tiering, and data lifecycle management policies

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