Case Studies

Outcomes from regulated organizations we serve

Real-world case examples showing how Fortrex supports banks, healthcare organizations, and technology companies in building defensible, examiner-ready risk programs.

Trusted in regulated industries since 1997. Global client support.

Selected outcomes

Real-world summary. All engagements conducted under confidentiality; organization details omitted by design.

Outcomes by service

Third-Party Risk Management
Penetration Testing
Cyber Risk & Continuous Monitoring

Banking & Financial Services · Third-Party Risk Management (VendManage®)

$10B Credit Union

Enterprise vendor governance strengthened with scalable, exam-ready TPRM

Centralized vendor inventory and risk-based tiering (Critical, Material, Minimal)
Risk-based due diligence aligned to NCUA, FFIEC, and regulatory guidance
Exam-ready evidence and reporting; reduced operational burden on internal teams

Read full case study

Banking & Financial Services · Third-Party Risk Management (VendManage®)

$17B Bank Board & Examiner Reporting

Board and examiner reporting modernized with defensible, repeatable reporting through VendorPoint® and VendSure®

Standardized Board- and examiner-ready reports aligned to regulatory guidance
Reporting workflows documented and delivered via VendorPoint® with VendSure® integration
Leadership confidence in report accuracy; examiners noted improved program maturity

Read full case study

Banking & Financial Services · Third-Party Risk Management (VendManage®)

$1.4B Federal Credit Union

Vendor management streamlined from 35+ hours/week to ~1 hour/week for 40–60 Critical vendors

Structured tiering and risk-based assessments via VendSure® and VendorPoint®
Exam-ready evidence; significant reduction in coordinator workload
Scalable, repeatable program without adding internal headcount

Read full case study

Banking & Financial Services · Third-Party Risk Management (VendManage®)

$800B Global Bank

Global visibility and control over complex third-party risk with enterprise-wide TPRM

Centralized, enterprise view of vendor risk across regions
Consistent risk tiering and due diligence depth globally; DORA and ICT risk alignment
Actionable executive and board reporting; stronger governance without slowing the business

Read full case study

Technology & Climate-Tech · Penetration Testing

$100M California-Based Climate-Tech Company

Cloud, web, and mobile security strengthened with threat-driven penetration testing

Manual, in-depth testing across cloud infrastructure, web applications, and mobile applications
Attack path assessment across web, mobile, and API layers; clear prioritization by exploitability and impact
Actionable findings for engineering teams; stronger customer and compliance assurance

Read full case study

Banking & Financial Services · Penetration Testing

$754B Global Bank

Reduced penetration testing costs by 20 percent without sacrificing quality across cloud, applications, infrastructure, people, and physical environments

Coordinated enterprise-scale testing across endpoints, servers, applications, cloud, physical, and social engineering
Clear findings, prioritization, and remediation validation; stronger communication with security and engineering
Consolidated program reduced cost while maintaining high-quality, in-depth deliverables and executive visibility

Read full case study

Wealth Management & Investment Adviser · Cyber Risk & Continuous Monitoring

$670M AUM Investment Adviser

Simplified cyber risk, SEC readiness, and ongoing security with a single integrated partner

Integrated cyber risk assessments, SEC readiness, policy alignment, and continuous monitoring under one provider
Vulnerability scanning, endpoint monitoring, email threat defense; vendor risk assessments for third-party oversight
Reduced cost and operational burden; stronger alignment between policies and technical controls

Read full case study

Banking & Financial Services · Cyber Risk & Continuous Monitoring

$360M Credit Union

Rapid visibility into vendor exposure during emerging security events with defensible, evidence-based insight

Ad-hoc Vendor Breach and Vulnerability Investigation across critical and high-risk vendors
Evidence-based analysis, centralized tracking, and weekly executive-ready reporting
Clear framework for impacted vs. non-impacted vendors; immediate escalation and next-step support

Read full case study

Technology & SaaS · Cyber Risk & Continuous Monitoring

$20M Technology Product Company

Security posture strengthened with Fortrex Continuous Monitoring and MDR, without increasing internal overhead

Continuous vulnerability monitoring of exposed internet-facing assets between annual penetration tests
Managed detection and response for endpoints, with triage, investigation, and response coordination
Partnered, managed delivery model providing enterprise-grade protection without building an internal SOC

Read full case study

Technology & SaaS · Penetration Testing

$3M CRM Startup

Improved security while reducing penetration testing costs with clear, actionable results

Manual penetration testing across cloud, web, and mobile at cost aligned to startup budget
Clear findings with remediation guidance; remediation support and retesting to validate fixes
On-time delivery and strong collaboration; stronger security posture across platforms

Read full case study

Patterns of success

What our engagements have in common across industries and services.

Defensible, examiner-ready documentation across engagements

Risk-based prioritization aligned to business impact and regulation

Consistent methodology and delivery trusted by boards and auditors

Long-term partnerships with regulated organizations since 1997

Case studies are anonymized and used with permission. We do not disclose client identities or confidential engagement details.

Ready to discuss your program?

Speak with a Fortrex expert about penetration testing, TPRM, compliance, or continuous monitoring.

Case Studies

Outcomes from regulated organizations we serve

Real-world case examples showing how Fortrex supports banks, healthcare organizations, and technology companies in building defensible, examiner-ready risk programs.

Trusted in regulated industries since 1997. Global client support.

Selected outcomes

Real-world summary. All engagements conducted under confidentiality; organization details omitted by design.

Outcomes by service

Third-Party Risk Management
Penetration Testing
Cyber Risk & Continuous Monitoring

Banking & Financial Services · Third-Party Risk Management (VendManage®)

$10B Credit Union

Enterprise vendor governance strengthened with scalable, exam-ready TPRM

Centralized vendor inventory and risk-based tiering (Critical, Material, Minimal)
Risk-based due diligence aligned to NCUA, FFIEC, and regulatory guidance
Exam-ready evidence and reporting; reduced operational burden on internal teams

Read full case study

Banking & Financial Services · Third-Party Risk Management (VendManage®)

$17B Bank Board & Examiner Reporting

Board and examiner reporting modernized with defensible, repeatable reporting through VendorPoint® and VendSure®

Standardized Board- and examiner-ready reports aligned to regulatory guidance
Reporting workflows documented and delivered via VendorPoint® with VendSure® integration
Leadership confidence in report accuracy; examiners noted improved program maturity

Read full case study

Banking & Financial Services · Third-Party Risk Management (VendManage®)

$1.4B Federal Credit Union

Vendor management streamlined from 35+ hours/week to ~1 hour/week for 40–60 Critical vendors

Structured tiering and risk-based assessments via VendSure® and VendorPoint®
Exam-ready evidence; significant reduction in coordinator workload
Scalable, repeatable program without adding internal headcount

Read full case study

Banking & Financial Services · Third-Party Risk Management (VendManage®)

$800B Global Bank

Global visibility and control over complex third-party risk with enterprise-wide TPRM

Centralized, enterprise view of vendor risk across regions
Consistent risk tiering and due diligence depth globally; DORA and ICT risk alignment
Actionable executive and board reporting; stronger governance without slowing the business

Read full case study

Technology & Climate-Tech · Penetration Testing

$100M California-Based Climate-Tech Company

Cloud, web, and mobile security strengthened with threat-driven penetration testing

Manual, in-depth testing across cloud infrastructure, web applications, and mobile applications
Attack path assessment across web, mobile, and API layers; clear prioritization by exploitability and impact
Actionable findings for engineering teams; stronger customer and compliance assurance

Read full case study

Banking & Financial Services · Penetration Testing

$754B Global Bank

Reduced penetration testing costs by 20 percent without sacrificing quality across cloud, applications, infrastructure, people, and physical environments

Coordinated enterprise-scale testing across endpoints, servers, applications, cloud, physical, and social engineering
Clear findings, prioritization, and remediation validation; stronger communication with security and engineering
Consolidated program reduced cost while maintaining high-quality, in-depth deliverables and executive visibility

Read full case study

Wealth Management & Investment Adviser · Cyber Risk & Continuous Monitoring

$670M AUM Investment Adviser

Simplified cyber risk, SEC readiness, and ongoing security with a single integrated partner

Integrated cyber risk assessments, SEC readiness, policy alignment, and continuous monitoring under one provider
Vulnerability scanning, endpoint monitoring, email threat defense; vendor risk assessments for third-party oversight
Reduced cost and operational burden; stronger alignment between policies and technical controls

Read full case study

Banking & Financial Services · Cyber Risk & Continuous Monitoring

$360M Credit Union

Rapid visibility into vendor exposure during emerging security events with defensible, evidence-based insight

Ad-hoc Vendor Breach and Vulnerability Investigation across critical and high-risk vendors
Evidence-based analysis, centralized tracking, and weekly executive-ready reporting
Clear framework for impacted vs. non-impacted vendors; immediate escalation and next-step support

Read full case study

Technology & SaaS · Cyber Risk & Continuous Monitoring

$20M Technology Product Company

Security posture strengthened with Fortrex Continuous Monitoring and MDR, without increasing internal overhead

Continuous vulnerability monitoring of exposed internet-facing assets between annual penetration tests
Managed detection and response for endpoints, with triage, investigation, and response coordination
Partnered, managed delivery model providing enterprise-grade protection without building an internal SOC

Read full case study

Technology & SaaS · Penetration Testing

$3M CRM Startup

Improved security while reducing penetration testing costs with clear, actionable results

Manual penetration testing across cloud, web, and mobile at cost aligned to startup budget
Clear findings with remediation guidance; remediation support and retesting to validate fixes
On-time delivery and strong collaboration; stronger security posture across platforms

Read full case study

Patterns of success

What our engagements have in common across industries and services.

Defensible, examiner-ready documentation across engagements

Risk-based prioritization aligned to business impact and regulation

Consistent methodology and delivery trusted by boards and auditors

Long-term partnerships with regulated organizations since 1997

Case studies are anonymized and used with permission. We do not disclose client identities or confidential engagement details.

Ready to discuss your program?

Speak with a Fortrex expert about penetration testing, TPRM, compliance, or continuous monitoring.