Managed Security Services for a Leading US Debt Management Firm

25% boost in closures, 100% better lead tracking, how a top NBFC scaled sales with AI-driven Salesforce automation and CRM transformation.

Background

A leading US-based company specializing in accounts receivable management (ARM) and debt buying partnered with Wisdom Square to strengthen their cybersecurity posture. The organization handles sensitive financial data and must comply with strict regulations like SOC2 Type 2 and PCI DSS. With rising cyber threats and growing digital infrastructure, they needed a modern, scalable security ecosystem that went beyond traditional antivirus and device-level encryption.

Challenges

The client faced serious gaps across their security landscape:

1. No 24/7 SOC Monitoring: Night and weekend threats were going undetected.

2. Limited Endpoint Security: Basic antivirus offered no real-time behavioral detection or forensic capabilities.

3. Compliance Pressure: Achieving SOC2 and PCI DSS compliance was becoming increasingly difficult.

4 Weak Data Security: BitLocker encrypted devices, but files, emails, and cloud transfers remained vulnerable.

5. Browser & Web Threats: No visibility into risky web activity, unauthorized extensions, or shadow IT use.

6. Email DLP Gaps: Existing AI-based email security lacked granular data loss prevention and policy control.

7. Patch Management Bottlenecks: The existing solution couldn’t handle Linux/macOS systems or third-party/cloud app patching.

Solutions

Wisdom Square deployed a multi-layered, fully managed security architecture:

SOC Monitoring & Endpoint Detection

Tools: CrowdStrike Falcon EDR + 24/7 Managed SOC

Real-time behavioral detection, remote isolation, forensic analysis

Continuous threat hunting and compliance-specific rule sets

Email Security 

Tools: CrowdStrike Falcon EDR + 24/7 Managed SOC

Maintained anomaly detection via Darktrace 

Added advanced DLP, policy controls, and regulatory filters through Check Point

Web Security

Tools: Keep Aware Browser Security Platform

Agentless browser protection, extension control, SaaS usage monitoring

Contextual alerts and user training built into browser workflows

Data Security:

Tool: Actifile Dynamic Data Security

File-level AES-256 encryption, sensitive data discovery, cloud/email policy enforcement

Real-time compliance exposure alerts and reporting

Vulnerability & Patch Management:

Tool: Vicarius vRx

AI-driven risk prioritization, cross-platform patch automation, patchless protection for zero-days

Impact

The client experienced transformative results across all key areas:

24/7 Threat Coverage: Full SOC monitoring led to faster detection and reduced dwell time

Endpoint Containment: Infected devices isolated within minutes.

Zero Email Leaks: Advanced DLP ensured full compliance and zero data loss.

Browser Risk Drop: 98% reduction in unauthorized extensions and risky browsing.

Data Control: Sensitive files encrypted and traceable across cloud, devices, and external transfers.

Improved Patch Efficiency: Patch workload reduced by 60%, MTTR down by 45%.

Audit-Ready Compliance: Aligned with SOC2 and PCI DSS through real-time risk mapping.

Tech Stacks

Security Domain

Tool(s) Used

SOC & EDR
CrowdStrike Falcon, Wisdom SOC
Email Security
Darktrace + Check Point Harmony
Web Security
KeepAware
Data Securityt
Actifile
Patch Management
Vicarius vRx
Compliance Reporting
Integrated SIEM & dashboards

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