INVESTUM LEVERAGES AUTOMATION TO GET ISO 27001 CERTIFIED, GROWING MARKET SHARE

Investum enables financial advisors to efficiently manage their client’s managed accounts. The service streamlines the administration of portfolio rebalancing, clients’ approvals and automatically executes transactions.

Regis Gapaillard

Director, Investum

Scytale is the best security compliance solution, automating the lengthy ISO 27001 processes and centralizing our entire project in a single source of truth.

THE CHALLENGES

For Investum, finding a partner that will hand-hold them through the process was crucial, assessing where their information security management system (ISMS) currently stands and advising what needs to be done to meet ISO 27001 requirements.
As an ISO 27001 first-timer, the requirements and controls could be interpreted in many different ways, creating some uncertainties around the certification.
Third parties were requesting Investum’s ISO 27001 compliance, and so, without the certification, it would stagger business growth.

THE SOLUTION

Scytale minimized the efforts drastically for Investum to get certified, preventing any roadblocks for Regis, Director of Investum, to grow his business.
Regis shared that, “From the research we conducted and our recent experience with the service, Scytale is the best compliance automation platform for our business, with its guided content, compliance tools and support by a dedicated, knowledgeable and experienced team.”
Using even the best technology by itself, doesn’t erase the overwhelming and confusing aspects of compliance. Having a dedicated compliance expert made a real valuable difference for Investum, making Scytale’s compliance solution “complete”.

KEY TAKEAWAYS

After working with a different compliance consultant in the past, Investum really valued Scytale’s dynamic and hybrid solution of smart automation and weekly meetings with an industry expert, changing the ‘boring and daunting’ reputation of compliance.
Having Security Awareness Training, auditor-approved policy templates and automatically linking evidence to relevant controls all within Scytale, made the entire project streamlined and straight-forward.

End results

Being able to demonstrate their ISO 27001 certification when pitching to potential clients is a market differentiator for Investum, giving them a competitive edge.
Customers and partners can place full trust that Investum is protecting the confidentiality, integrity and availability of their data, and can rest easy knowing they’re doing business with a company that takes information security seriously.

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