Cybersecurity

Enterprise Cybersecurity Hardening

Zero-trust architecture rollout for a 5,000-employee financial services firm

ClientMajor Financial Services Firm
IndustryFinancial Services
Duration6 months
Team Size6 engineers + SOC
CompletedSep 2025
92%
Fewer phishing incidents
11×
Faster detection (MTTD)
$2.4M
Annual cost savings
SOC 2
Audit passed, zero findings

Project Overview

Our client, a mid-sized financial services firm operating across 3 countries, faced increasing threat exposure following two near-miss phishing incidents. Their existing perimeter-based security model was no longer fit for purpose in a hybrid-work era. We led an end-to-end rollout of zero-trust architecture, phishing-resistant MFA, unified SIEM, and a 24/7 managed SOC — passing a SOC 2 Type II audit on the first attempt.

The Challenge

The client faced systemic security debt across the organization:

  • Legacy VPN architecture with implicit trust inside the network — a single compromised laptop could expose the entire environment
  • No SIEM correlation across endpoints, network, and cloud workloads
  • Inconsistent MFA — some critical systems still password-only
  • Tier-1 SOC response times averaging 90 minutes, well above industry benchmark
  • Upcoming SOC 2 Type II audit with limited time to remediate

Our Solution

We delivered a phased zero-trust transformation:

  1. Zero-trust network architecture rolled out across all 5,000 endpoints using Cloudflare Access + Okta as the identity broker
  2. Phishing-resistant MFA with YubiKey hardware keys for all privileged accounts
  3. Unified SIEM on Splunk, ingesting logs from endpoints, network, cloud, and SaaS
  4. 24/7 managed SOC with playbooks, runbooks, and tier-1/2/3 escalation
  5. Quarterly red team exercises to continuously validate controls

Key Features

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  • Executive security dashboards with weekly KPI reporting<\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\/li><\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\/ul>\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\"]\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\"]\\\\\\\\\\\\\\\"]\\\\\\\"]\\\"]\"]"]

Results & Impact

  • 92% reduction in successful phishing attempts
  • MTTD cut from 90 min to 8 min — an 11x improvement
  • SOC 2 Type II audit passed with zero findings
  • $2.4M annual savings vs. previous fragmented tooling
  • Insurance premium reduced by 18% based on improved security posture
The transformation Genius36 delivered changed how we think about security. We went from chasing alerts to actually preventing incidents — and our audit went from a multi-month scramble to a non-event.
C
CISO
Mid-Market Financial Services Firm

Technologies Used

Cloudflare Access Okta Splunk SIEM YubiKey AWS Terraform

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