For fintech companies selling into the US market or to enterprise SaaS customers, SOC 2 is increasingly required alongside ISO 27001. ISOPlanner™ supports SOC 2. Controls built for ISO 27001 carry over to SOC 2, reducing duplication significantly.


Your sales pipeline cannot wait 18 months. A delayed certification means delayed contract signings and competitors closing deals you should be winning.
ISOPlanner™ customers average 6-8 months to certification. With Instant 27001, organizations using the structured roadmap have reached audit readiness in 3 months. SalesManager Software achieved certification in 12 weeks.
Instant 27001 deploys a complete ISMS framework into your Microsoft 365 environment in one click. 100% first-time audit pass rate, guaranteed.
For fintech customers, the controls that enterprise buyers check first are the ones ISOPlanner™ automates:
• Microsoft Entra ID SSO: centralized identity management with automated access reviews
• MFA evidence collection: automated documentation of MFA enforcement across your environment
• Microsoft Secure Score integration: real-time security posture monitoring mapped to ISO 27001 controls
• SharePoint documentation: all ISMS documentation in your own tenant, with version control and audit access.
These are not workarounds. They are the standard controls that ISO 27001 auditors verify. Automating their evidence collection removes the manual preparation burden.


ISOPlanner™ compliance documentation stays in your own SharePoint tenant. No compliance data is stored on ISOPlanner's servers. European hosting. GDPR compliant.
For fintech companies under scrutiny from enterprise and institutional customers on data protection, this architecture matters. Your security data is not shared with a third-party SaaS platform.
If you operate as a supplier to essential entities, including banks, payment processors, or regulated financial infrastructure, NIS2 compliance may apply to your organization. ISOPlanner™ supports NIS2 Quality Mark levels 10, 20, and 30.
When you are ready to upgrade from NIS2 to ISO 27001, controls transfer automatically. No rebuilding from scratch.


Surveillance audits happen annually. Enterprise customers may also conduct their own security reviews on a scheduled basis. ISOPlanner™ maintains the audit trail year-round, so every review request is answerable immediately.
01.
What is ISO 27001 and why do fintech companies need it?
ISO 27001 is the international standard for information security management. For fintech companies, it is a sales prerequisite: 60-75% of enterprise deals require certification from suppliers. Without it, you are disqualified from tender processes before the product conversation begins. Certification does not just protect data, it unlocks revenue.
02.
How quickly can a fintech company get ISO 27001 certified?
ISOPlanner™ customers average 6-8 months to certification. With Instant27001, organizations using the structured roadmap have reached audit readiness in 3 months. SalesManager Software achieved certification in 12 weeks. The structured framework and automated evidence collection remove the bottlenecks that make certification take longer than it should.
03.
What is Instant27001 and how does it work?
Instant27001 deploys a complete ISMS framework into your Microsoft 365 environment in one click. It includes pre-built controls, documentation templates, and an implementation roadmap structured for fast certification. It is designed for organizations that need to reach audit readiness quickly without building their ISMS from scratch. 100% first-time audit pass rate, guaranteed.
04.
Does ISOPlanner™ support SOC 2 for fintech companies selling into the US market?
Yes. ISOPlanner™ supports SOC 2 alongside ISO 27001. Controls built for ISO 27001 carry over to SOC 2, significantly reducing duplication. For fintech companies targeting US enterprise customers or international SaaS buyers, both certifications can be managed from the same platform.
05.
Has ISO 27001 certification helped fintech companies win enterprise deals?
Directly. Level Software won a €2.3M tender after achieving ISO 27001 certification. SalesManager Software secured a €1.2M contract following certification in 12 weeks. Enterprise procurement teams check for ISO 27001 as a baseline condition, and many RFPs disqualify uncertified vendors before the product evaluation even begins.
06.
How does ISOPlanner™ automate the security controls enterprise buyers check first?
ISOPlanner™ automates evidence collection for the controls ISO 27001 auditors and enterprise security reviewers verify: Entra ID SSO and access reviews, MFA enforcement documentation, Microsoft Secure Score integration, and SharePoint-based ISMS documentation with full version control. These are standard controls in every enterprise security review, and automating their evidence removes the manual preparation burden.
07.
Where is compliance data stored, and who can access it?
All compliance documentation is stored in your own SharePoint tenant within your Microsoft 365 environment. No data is stored on ISOPlanner's servers. European hosting, GDPR compliant. For fintech companies under scrutiny from enterprise and institutional customers on data protection, this means your security data is never shared with a third-party platform.
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