CASE STUDY
Treasury Prime gains operational efficiency with Vanta

Automated time-consuming compliance activity data collection
Gained the ability to identify security gaps and promptly resolve them
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
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.
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Carlos Armas
Carlos Armas
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