Case Study – Rapid Onboarding Capabilities for a Financial Services Provider

Client Description

The client is a publicly traded, full-service bank that operates over 150 branches across New Jersey and New York.

Project Background

To tackle the increased security breaches and tighter regulations, the client was successful in providing the issuance and access controls to end-users with digital identities. However, with growth came the need to scale and meet the strategic and tactical vision. The bank lacked a centralized identity and access repository resulting in significant effort to source it. A manual access review and provisioning led to the lack of scalability to support the business growth. Lack of role definition, policies, and standards enforcements in the IAM program, and absence of a modernized SSO were some of the significant gaps. The client also needed to transition from a product-based provisioning program to a risk-based compliance-driven program. There was an absolute need for a robust framework that would leverage proven industry technologies.​


A Simeio hosted cloud-based solution was provided to the client, for complete Identity Governance and Administration (IGA). A factory methodology was set up for rapid application on-boarding for access reviews through standardized, risk-based workflow patterns. Simeio also provided an Access Governance Managed Service through Simeio cloud. This platform was solely dedicated to the client and is currently operating the managed services environment.


Simeio set up a digital IAM platform using Saviynt, for access governance and provisioning, onboarding multiple applications for automated provisioning. User certifications were processed, and standard controls were established for the monitoring and data reconciliation process. A standard application onboarding factory model was set up, along with standardized processing with the required training material for faster onboarding in the future. Simeio set up an Interceptor and deployed it at the client’s data center to connect to the Simeio Virtual Private Cloud.


  • 20 apps onboarded.
  • 602 users’ certification processed.
  • Reduced manual labor.
  • User on-boarding and off-boarding efficiency gain by 95%.
  • Reduced operational cost.
  • 2400 users

Voice of the Customer

“We are using Simeio’s identity intelligence for deployment of the cloud. Simeio. They had some really good expertise. Their staff is very skilled. They were very professional when they came onboard. They had all the answers we were looking for in order to deploy our identity access management solution. We’re deploying the ascertations of application access re-certifications, and, we’re very excited with the fact that this is going to be user-friendly. Simeio helped us pick our vendor. Which did save a significant amount of time, so that we were able to get this deployed this year (2018). They made us feel very comfortable that we were choosing the right solutions company to help us with our journey in automating our application certifications.” –Identity Management Analyst for the client.