How Pulze Achieved SOC 2 Compliance

At Pulze AI, we’re excited to announce a significant milestone in our journey to revolutionize AI adoption across organizations - especially those in highly regulated industries such as banking. We’ve achieved SOC 2 Type II compliance, underscoring our commitment to rigorous data security and customer trust. As we continue to empower teams with our innovative AI workspace, this certification fortifies our ability to meet the stringent requirements of larger, regulated businesses seeking to seamlessly integrate and adopt next-generation AI solutions.

What is SOC 2 & Why is it important?

SOC 2 (Service Organization Controls 2) is a framework governed by the American Institute of Certified Public Accountants (AICPA). An independent service auditor reviews an organization’s policies, procedures, and evidence to determine if their controls are effectively designed and operating. For enterprise customers - particularly those in highly regulated sectors such as banking - SOC 2 is a powerful signal that Pulze AI’s platform meets strict security standards necessary for the protection of sensitive data.

Improving your security posture 

SOC 2 compliance exemplifies Pulze AI’s commitment to customer trust and serves as a major milestone for our overall security posture. In an era of escalating cybersecurity threats, it’s essential that organizations prioritize information security to protect systems and data. By undergoing a SOC 2 audit, we’ve validated our controls and processes through a third party, assuring our clients that we adhere to best-in-class security practices.

Why we pursued SOC 2 now

As a rapidly growing startup, achieving SOC 2 compliance was the next logical step to demonstrate our dedication to data protection. Large, regulated clients like banks require assurances that their trusted vendors have robust controls in place. We recognized that pursuing SOC 2 at our current stage would allow us to protect sensitive information and mitigate security risks early and on an ongoing basis -ultimately making it simpler for larger enterprises to integrate Pulze AI swiftly and confidently.

Pulze AI’s Commitment to Enterprise-Grade Security

Pulze AI is dedicated to simplifying AI adoption, but we recognize that regulated industries like financial services need more than just innovation: they must also have certainty about compliance and risk management. Our AI workspace—complete with features like automatic model selection, agent & workflow building, privacy-focused data handling, and robust web search with source citations - now comes backed by the assurance of SOC 2 compliance. This is pivotal for enterprises, who value both rapid AI deployment and unwavering security.

Pulze’s journey to SOC 2 compliance

Compliance Partners  

• Vanta 

We partnered with Vanta, the leader in the Trust Management space, to help us automate the collection of our audit evidence. Vanta provides us with the strongest security foundation to protect our customer data.

• Advantage Partners 

Our audit firm, Advantage Partners, was extremely helpful in creating a seamless audit experience. With their guidance and support, we were able to achieve SOC 2 compliance in a swift, efficient manner. 

Process 

While SOC 2 can be a big undertaking, our compliance partners streamlined the process. We leveraged Vanta to integrate our key systems and guide us in implementing policies and procedures to quickly become audit ready. Vanta gave us the direction we needed to pursue our compliance journey. 

Advantage Partners then confirmed our audit readiness and we kicked off our Type II audit. For the audit, Advantage evaluated the controls we have in place and opined on their state. Shortly after our audit window ended, Advantage Partners drafted and issued our report. 

Timeline 

One key takeaway is understanding that improving our security posture and achieving compliance is a monumental task. This can be made easier with the right compliance partners but it will take dedicated focus and time from your organization. The readiness period can take the most time but we were able to make compliance a priority to get audit ready in a matter of weeks versus months. 

We also found it important to review the audit timeline with Advantage Partners, set an ideal audit date, and then work backwards to be ready in time. However, now that controls are implemented and security is a priority for our team, subsequent SOC 2 audits will be even more seamless. 

Recognizing the Importance for Regulated Clients

Enterprises in heavily regulated sectors (finance, healthcare, etc.) typically have stringent security requirements to protect customer data, ensure regulatory compliance, and manage operational risks. With SOC 2 in place, Pulze AI meets these demands from day one, allowing for faster integration and smoother onboarding. As generative AI becomes more essential in enterprise workflows, demonstrating compliance is key to building trust and unlocking the full power of AI innovation in a secure and privacy-focused manner.

Conclusion

Achieving SOC 2 compliance is more than a certification for Pulze AI - it’s a core milestone that underscores our reliability for businesses, particularly those in highly regulated fields. As we help enterprises integrate AI into daily workflows and unlock unprecedented insights, we do so with confidence in our robust security measures.

We’re excited to share this achievement with our customers, partners, and the broader AI community. Join us in shaping a future where AI solutions are not only cutting-edge but also safe, configurable, and trusted for every use case.

To learn more about how Pulze AI’s secure, compliant, and feature-rich platform can transform your organization’s AI capabilities, visit pulze.ai - where you can request a demo or speak directly with our team about fast, enterprise-ready onboarding.