Managed Security Services for a US ARM & Debt Purchase Firm
Background
A prominent U.S.-based enterprise specializing in accounts receivable management (ARM) and debt purchasing approached Wisdom Square with a critical mission: to overhaul its cybersecurity framework. The company manages highly sensitive financial data and is bound by industry regulations such as SOC 2 Type II and PCI DSS. With the rise in sophisticated cyberattacks and data breach risks, the leadership team realized their existing security infrastructure was no longer sufficient to meet today’s compliance or threat management demands.
Challenges
1. The organization faced several interconnected issues that compromised both its operational resilience and regulatory readiness. One of the most pressing concerns was the absence of 24/7 monitoring, which left systems vulnerable during nights, weekends, and holidays. Their internal IT staff operated only during business hours, creating a critical window of exposure.
2. Additionally, the company suffered from alert fatigue due to noisy and unfiltered notifications from their existing security tools. Without skilled cybersecurity professionals to triage and respond, important threats were often overlooked. On the compliance front, the requirements for SOC 2 Type II and PCI DSS were proving difficult to interpret and implement correctly, delaying progress and exposing the firm to audit risk.
3. Perhaps most notably, the vulnerability management solution in place lacked virtual patching, support for application-level patching, and proper reporting capabilities. This made it hard to track remediation efforts and left known vulnerabilities unpatched across systems.
Solutions
Our team at Wisdom Square collaborated closely with the client's internal stakeholders to reengineer their Salesforce environment. Here’s how we approached it
Wisdom Square responded with a tailored, fully managed security services architecture designed to close all critical gaps. Central to the approach was the deployment of a 24/7 Security Operations Center (SOC) to ensure continuous monitoring and real-time threat response. This proactive layer allowed for immediate detection and triage of any suspicious activity—regardless of the time of day.
To strengthen endpoint protection, we implemented CrowdStrike EDR, an industry-leading solution that brought behavioral analytics, real-time forensic capabilities, and remote threat containment into the fold. On the email front, advanced monitoring solutions were introduced to counter phishing, spoofing, and other modern email-based attacks.
To address vulnerability management shortcomings, a new platform was rolled out that enabled both OS-level and application patching, while also supporting automated compliance reporting. This replaced the client’s older tool with a more robust system capable of patching zero-day vulnerabilities and reducing manual workloads on the IT team.
All tools and systems were integrated into a unified monitoring framework, enabling Wisdom Square’s expert SOC analysts to actively manage and optimize the client’s threat landscape with minimal disruption
Impact
The transformation delivered measurable improvements across the board
The transformation was both immediate and long-term in effect. The client now benefits from continuous cybersecurity protection, ensuring that threats are identified and neutralized as they emerge—even outside regular business hours.
By introducing expert-led vulnerability management, the attack surface was significantly reduced. The automated patching capabilities covered both operating systems and third-party applications, which dramatically improved response times and closed longstanding security gaps.
Furthermore, outsourcing SOC operations allowed the company to access top-tier cybersecurity expertise without the overhead of recruiting and training in-house specialists. Compliance efforts also improved, with the new platform supporting automated report generation aligned to regulatory frameworks, streamlining audit readiness.
Component
Technology Used
SOC & Threat Monitoring
Wisdom Square SOC (24/7)
Endpoint Security
CrowdStrike Falcon EDR
Email Threat Defense
Specialized Email Monitoring
Vulnerability Management
Vulnerability Management
Compliance Reporting
Integrated VM Reporting Engine
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