Finli, a leading digital platform for financial institutions and small businesses, is proud to announce the successful completion of its System and Organization Controls (SOC) 2 Type II audit, marking a key milestone in its mission to deliver secure, trusted solutions to financial institutions across the US.
This SOC 2 Type II certification signifies Finli’s compliance with the highest industry standards for data security, privacy, and operational effectiveness. The rigorous audit, conducted by Johanson Group LLP over several months, validates the design and operational effectiveness of Finli’s systems, ensuring the security, availability, confidentiality, and integrity of the data handled by financial institutions using the platform.
“Working with financial institutions requires a deep commitment to data protection and trust,” said Lori Shao, CEO and Founder of Finli. “Achieving SOC 2 Type II compliance reinforces our dedication to ensuring the security of our platform as we continue to empower banks and credit unions to enhance their SMB relationships, gather core deposits, and make informed lending decisions.”
Finli is instrumental in helping financial institutions modernize and expand their services to small businesses. The all-in-one platform enables financial institutions to offer valuable digital services to their SMB clients like seamless invoicing, payments, customer data management, and inventory tracking. This not only helps financial institutions deepen relationships with their business clients, but also gather sticky deposits and leverage real-time business wellness insights to improve lending decisions.
With SOC 2 Type II certification, Finli further solidifies its reputation as a secure and reliable partner for financial institutions and small businesses alike. The company remains committed to maintaining the highest standards of security and privacy as it continues to support financial institutions in their efforts to grow and empower local communities.
Finli is dedicated to accelerating financial institution growth and empowering small business success.
