SaaS Security Case Studies
Global Asset Management Firm Achieves Perfect SaaS Audit with AppOmni
A leading asset management firm achieved full SaaS visibility and passed a critical audit with zero findings. AppOmni enabled instant compliance, continuous threat monitoring, and policy enforcement without disrupting business operations.

AppOmni’s Impact
100%
Audit Pass Rate
100%
SaaS Visibility
24/7
Continuous Threat Monitoring
The Challenge
A global asset management firm needed to secure its growing SaaS environment to meet strict regulatory and internal compliance mandates, such as the NIST Cybersecurity Framework and SWIFT Customer Security Controls. Key challenges included:
- Limited SaaS visibility with existing tools
- Increasing risk from third-party SaaS adoption
- Manual, resource-intensive audit preparation
- Difficulty continuously validating Salesforce security settings
Read the full story to see how AppOmni delivers secure SaaS operations.
“AppOmni gave us the visibility, the monitoring, and the policy governance we were missing. We saw value right away. Literally from day one.”
— Deputy CISO, Global Asset Management Firm
The Requirements
The firm needed a SaaS security partner that could support:
Requirements
How AppOmni Addresses Them
Configuration Visibility
Delivers deep insight into SaaS configurations
Continuous Compliance Monitoring
Automates monitoring to support ongoing audit readiness
Easy Deployment and Fast Time-to-Value
Installs rapidly without disrupting operations
Seamless SIEM Integration
Enables threat monitoring via Rapid7 InsightIDR
Custom & Out-of-Box Policy Enforcement
Supports tailored and standard security controls
The Results
By implementing AppOmni, the firm:
- Instantly achieved compliance with regulatory and internal security standards
- Gained full visibility into SaaS configurations and admin activity
- Enabled 24/7 threat monitoring with SIEM integration
- Passed a stringent parent company SaaS audit with zero findings
- Built a scalable SaaS governance framework
Why It Matters
AppOmni’s unified SaaS security solution reduced risk, simplified compliance, and provided ongoing assurance across platforms. Combined, this empowered the firm to protect its clients and its reputation.
About the Company
A U.S.-based investment management firm specializing in actively managed equity and fixed income strategies for institutional and professional investors.
Industry
Financial Services
Saas Apps




Use Cases
- SaaS Configuration Visibility
- Continuous Compliance Monitoring
- SaaS Security Posture Management
- Threat Detection
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