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How Grath Made Commercial Progress With Insight Assurance’s SOC 2 Audit

How Grath Made Commercial Progress With Insight Assurance’s SOC 2 Audit
About Grath

Grath is a SaaS solution provider, predominantly operating in the financial services industry. The company was founded in 2019 with a clear ambition to create an extensible and easy-to-integrate platform that modernizes how financial institutions govern risk and compliance.

With a cloud-native architecture that unifies workflows into a single intelligent environment, Grath enables firms to shift from manual oversight to continuous control.

Grath is an agile firm, blending deep regulatory and operational expertise with a product mindset focused on clarity, speed and reliability. With market-leading solutions, Grath determined it needed a SOC 2 audit to better inspire confidence in its current and prospective customers.

The Challenge

As a vendor to firms in the heavily regulated financial services space, Grath required SOC 2 certification for both existing clients and prospects to demonstrate security and compliance across information security, data protection, and cyber resilience.

In an increasingly regulated market, where third-party oversight is a priority for firms using their technology solutions, Grath pursued a SOC 2 examination to demonstrate its commitment to strong information security controls and culture.

Historically, initial and ongoing due diligence and onboarding involved accommodating a wide range of information security expectations across clients. To streamline and bring greater consistency to this process, formalisation became a priority. Adopting a recognised audit standard such as SOC 2 provided a structured and widely accepted framework to support this approach.

Grath also needed a certified audit partner that could deliver the SOC 2 certification on time or early, a significant concern given previous experiences of audits typically running over time.

The Solution

A consultant referred Insight Assurance to Grath, and after validation through market due diligence, Grath chose Insight Assurance for its SOC 2 audit. Insight provided a well-coordinated, professional engagement from the initial consultation to the final report.

The Insight Assurance team ran a tight process, beginning with a gap analysis to identify and help Grath enhance areas of exposure before the live assessment. They also maintained an attentive and efficient service, utilizing communication channels to resolve issues quickly, even with time zone differences.

The process was particularly efficient because the Grath team used their own instance of their audit facilitation software. This allowed Insight to cherry-pick overlapping elements from their existing ISO 27001 framework and newly introduced SOC 2 taxonomies, reducing duplication of effort and promoting a single-source approach.

The Results

The engagement with Insight Assurance produced several key outcomes for Grath:

Achieving SOC 2 Certification Faster Than Expected
The audit was completed in five weeks from the end of the assessment period, compared to the original expectation of six to eight weeks.

Accelerated Sales Cycle
Having the SOC 2 report significantly sped up due diligence and onboarding processes for new clients. Tasks that previously took three or four days can now be completed within hours. In one example, a prospect client’s InfoSec queries were completed in two hours rather than the two days previously required.

Increased Commercial Success
Following the completion of the SOC 2 engagement, Grath experienced a 25% increase in sales development activity.

Enhanced Security Posture
The audit introduced a more formal governance structure, including a stronger incident management process and more frequent information security training.

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