Audit Pass Rate

SaaS Visibility

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:

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.

A U.S.-based investment management firm specializing in actively managed equity and fixed income strategies for institutional and professional investors.

Financial Services

  • SaaS Configuration Visibility
  • Continuous Compliance Monitoring
  • SaaS Security Posture Management
  • Threat Detection

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