Userled is now SOC 2 compliant

What is SOC 2 & Why Does It Matter?

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SOC 2, governed by the American Institute of Certified Public Accountants (AICPA), is a framework for evaluating how organizations manage customer data based on security, availability, and confidentiality. For Userled, SOC 2 compliance underscores our commitment to safeguarding customer data while delivering multi-channel 1:1 personalization at scale.

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Strengthening Your Security Posture

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SOC 2 compliance demonstrates that Userled meets rigorous security standards, protecting customer data and reinforcing our commitment to building trust. With increasing cybersecurity threats, prioritizing information security is essential. Our SOC 2 audit, conducted by a third-party, validated that our controls and processes are functioning effectively.

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Why Now?

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As Userled scales, SOC 2 compliance became necessary to ensure data protection for our customers. Achieving SOC 2 reinforces our commitment to security and risk mitigation, which are crucial for businesses relying on secure, scalable personalization. We received our SOC 2 Type II report on October 2nd and will renew it annually.

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How We Achieved SOC 2 Compliance

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Compliance Partners

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• Vanta automated our audit evidence collection and integrated key systems, helping us achieve audit readiness quickly.
• Advantage Partners, our audit firm, efficiently evaluated and validated our security controls, streamlining the entire process.

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Process

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Vanta guided us through system integrations and policy implementation. Advantage Partners conducted the audit and confirmed that our controls met SOC 2 standards. With their support, we were able to get audit-ready in weeks.

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Timeline

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With focused efforts, we prioritized compliance and met audit requirements swiftly. Now that our security foundation is in place, future audits will be even more seamless.

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Key Lessons Learned

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• Prioritize security: SOC 2 compliance is about improving security, not just checking boxes.
• Start early: Implementing secure infrastructure early simplifies the compliance process.
• Support business growth: SOC 2 helps remove security concerns in sales cycles, enabling us to build trust with key accounts.
• Involve the team: Compliance is a company-wide initiative that involves multiple departments.
• Choose the right partners: Tools like Vanta and a reliable audit firm like Advantage Partners made the process smoother and faster.

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Conclusion

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SOC 2 compliance strengthens Userled’s ability to deliver secure, scalable 1:1 personalization for B2B companies. It ensures that clients can trust us to safeguard their data as they personalize marketing across multiple channels. With this certification, Userled reinforces its commitment to security, allowing businesses to focus on driving pipeline from key accounts without worrying about data protection.

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