Financial Services Firm Cuts Network Costs 38% While Achieving SOC 2 Compliance
A growing financial services firm with 85 branch offices needed to achieve SOC 2 Type II compliance while modernizing aging network infrastructure. FlexWorx delivered a complete network transformation that reduced costs, improved performance, and established a compliance-ready foundation.
The Challenge
The financial firm was at a critical inflection point:
Regulatory Pressure: SOC 2 Type II certification was required by enterprise clients, but existing infrastructure couldn't meet the control requirements.
Aging Infrastructure: Branch office equipment was 7+ years old with increasing failure rates and no centralized management capability.
Bandwidth Constraints: Legacy MPLS circuits couldn't support the bandwidth demands of modern cloud applications and video conferencing.
Cost Escalation: Network costs were increasing 15% annually with no corresponding improvement in performance or reliability.
The Solution
FlexWorx executed a comprehensive network modernization:
SD-WAN Migration: Replaced legacy MPLS with managed SD-WAN across all 85 branches, providing application-aware routing and 3x bandwidth improvement.
CentralIntel TEM Module: Deployed telecom expense management to audit existing contracts, identify billing errors, and optimize carrier agreements.
Compliance Framework: Implemented network controls, monitoring, and documentation required for SOC 2 Type II certification.
Professional Services: FlexWorx's engineering team managed the entire migration with zero-downtime cutover methodology.
"FlexWorx didn't just modernize our network — they gave us a competitive advantage. Achieving SOC 2 compliance opened doors to enterprise clients we couldn't pursue before."
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