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Treasury Prime gains operational efficiency with Vanta

Treasury Prime
San Francisco, CA
Fast evidence collection

Automated time-consuming compliance activity data collection

Visibility into gaps

Gained the ability to identify security gaps and promptly resolve them

Seamless scalability

Ensured operational consistency over time

We’re a small company, and we can lean on the team at Vanta. When we have questions, we don’t get a cookie-cutter response — we receive well-researched answers. Vanta’s customer success team listens and pays attention to our needs.

Carlos Armas
VP Technical Operations | Treasury Prime
The Company

Improving financial services

Treasury Prime builds API technology that improves the economics of banking to empower transformative financial services. Treasury Prime’s APIs embed a full range of banking services on your platform to increase revenue streams, bolster customer loyalty, and offer rewards.

The Challenge

Compliance demands without a team

Treasury Prime understands that as a vendor to financial institutions, it is expected to be SOC 2 compliant. Financial institutions are obligated to work with vendors that have critical security measures in place, as evidenced by a successful SOC 2.

Treasury Prime sought to meet this requirement, but they didn’t have a team of people dedicated exclusively to ongoing compliance activities. Treasury Prime needed achieve their SOC 2 — and tackle time-consuming compliance data collection — without hiring experts in-house.

The Solution

Acceleration without cost

Treasury Prime found that using Vanta was faster and cost less than finding and hiring an in-house compliance team. Vanta helped Treasury Prime accelerate its achievement of critical security goals by setting a roadmap of issues to solve right away. The ability to automate compliance processes and to emerge with a clear and actionable checklist was exactly what Treasury Prime needed.

The Impact

Maintaining operational consistency

Treasury Prime’s SOC 2 compliance success meant getting all of its rules, procedures, and policies in place, and keeping compliance top-of-mind at all times.

As a company with a large set of checks and activities to perform time and again, Treasury Prime relies on Vanta’s automated compliance monitoring to maintain and ensure ongoing operational consistency with ease.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Carlos Armas
VP Technical Operations | Treasury Prime

Carlos Armas
VP Technical Operations | Treasury Prime

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