Fintech companies operate in one of the most tightly regulated, security-sensitive environments in the world. Banks, payment processors, wealth platforms, trading systems, and financial institutions require deep visibility into your infrastructure, data flows, controls, and compliance posture before they sign a contract.
That means one thing: massive, detailed security questionnaires — every single time.
Iris automates these questionnaires using an AI-powered, audit-ready knowledge base that centralizes your security documentation and completes assessments in minutes, not days.
Financial organizations evaluate vendors against strict requirements to protect customer data, prevent fraud, and mitigate systemic risk. As a result, questionnaires frequently cover:
This creates painful, recurring bottlenecks:
For a full overview of questionnaire formats, see What Is Security Questionnaire Automation?
Iris transforms your compliance documentation into a centralized, reusable library — then uses AI to fill out questionnaires instantly with accurate, validated language.
Every answer stays aligned with your most updated operational and regulatory controls.
Iris automates responses across:
This dramatically reduces time spent on vendor risk assessments.
Fintech organizations manage extensive documentation. Iris centralizes:
Everything lives in one place — always up to date.
Iris auto-fills 70–90% of responses, leaving SMEs to review only:
This frees engineering teams from repetitive administrative work.
Financial institutions require precision. Iris ensures:
Every response reflects your current product, infrastructure, and regulatory posture.
Security, compliance, engineering, and sales work together inside Iris using:
This replaces sprawling email threads and inconsistent edits.
Teams reference accurate security and compliance details during early calls — reducing friction before procurement begins.
Iris auto-fills most answers. SMEs verify only nuanced or newly introduced questions.
Iris stores and updates architecture diagrams, data flows, and regulatory mappings used in:
Use Iris as your centralized source of truth for annual audits, renewals, and recurring enterprise security reviews.
Fintech platforms using Iris report:
Iris transforms security reviews from a bottleneck into a competitive strength.
Fintech teams rely on Iris because it delivers:
Fintech buyers require the highest level of trust — and security questionnaires are their first checkpoint. Iris helps your team complete these assessments with unmatched speed and accuracy, reducing delays and accelerating revenue.
Iris automatically identifies every question in SIGs, CAIQs, VSAs, PCI-DSS forms, Excel files, and portal-based assessments. It fills responses using a centralized library of approved, audit-ready security and compliance content. Repetitive questions around encryption, PCI controls, identity verification, API security, transaction monitoring, and fraud prevention are completed instantly. SMEs only review specialized or newly introduced items, reducing completion time by 60–90%.
Iris becomes a single source of truth for SOC 2 reports, ISO 27001 and NIST mappings, PCI-DSS evidence, penetration test summaries, encryption and tokenization workflows, API and integration documentation, data-flow and transaction diagrams, risk management policies, incident response plans, and GRC documentation. This ensures every assessment uses consistent, updated, audit-ready information.
Instead of rewriting complex technical and regulatory explanations for each customer, Iris reuses accurate, validated responses across all questionnaires. Engineering and compliance teams review only high-risk, architecture-specific, or regulatory nuance items. This eliminates repetitive manual work, prevents inconsistent answers, reduces follow-up questions from banks and financial institutions, and accelerates late-stage procurement.
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