IBTx.ai Completes SOC 2 Type II Examination
Trust is at the heart of everything we create.
Effective Date
01 July 2026
Last Updated
01 July 2026
At IBTx.ai, trust is at the heart of everything we create. We are proud to share an important achievement:
IBTx.ai has successfully completed its SOC 2 Type II examination.
This milestone represents far more than a badge displayed on our website. It is the result of months of
dedicated effort, extensive independent auditing, and an ongoing commitment to safeguarding the information
our customers rely on us to protect.
We completed a demanding assessment process to demonstrate the strength of our security practices and
provide our customers with greater confidence in the platform they use to operate and grow their businesses.
1. What is SOC 2 Type II?
1. What is SOC 2 Type II?
SOC 2 (System and Organization Controls 2) is a voluntary compliance framework developed by the American Institute of Certified Public Accountants (AICPA). It establishes criteria for evaluating how organizations manage and safeguard customer information across five key trust service categories.
Our SOC 2 report covers three important areas: Security, Confidentiality, and Availability.
5
Trust service categories in the SOC 2 framework
3
Areas covered by our SOC 2 report: Security, Confidentiality, Availability
Type II
Controls examined for effective operation over an extended period
A SOC 2 Type I report evaluates whether an organization’s security controls are appropriately designed at a specific point in time. A Type II report goes further by examining whether those controls have been operating effectively over an extended period.
This provides meaningful evidence that an organization has established appropriate security measures and consistently applies them in its day-to-day operations. It demonstrates our commitment to maintaining an enterprise-ready platform with security practices designed to protect customer information over time.
2. Why This Matters for Our Customers
At IBTx.ai, we are responsible for protecting the important and often sensitive information you entrust to our platform. Whether you run a small business or a large enterprise, you deserve confidence that the system supporting your operations follows strong security practices.
Our successful completion of a SOC 2 examination reinforces that commitment. This achievement also brings
practical benefits to you:
1. Greater Confidence in Your Technology Partner
Our security controls have undergone an independent assessment, giving you added assurance about how we safeguard the information you manage through IBTx.ai.
2. Support for Enterprise Opportunities
When prospective clients ask about the security of your technology providers, our SOC 2 report can help support their vendor reviews and procurement requirements, subject to applicable sharing
arrangements.
3. A Stronger Security Foundation
The assessment process has helped us evaluate and strengthen our controls, supporting a more secure and resilient environment for your business information.
4. Clearer Security and Compliance Discussions
Our SOC 2 report provides independent documentation of our controls to support your due diligence and conversations with stakeholders. It complements your own security and compliance responsibilities.
Thank you for trusting IBTx.ai. We remain committed to protecting your information and continuously improving the security of the platform you rely on.
3. A Word from Leadership
Jai Mulani, Chief Executive Officer at IBTx.ai, highlights that this achievement demonstrates the organization’s ability to protect customer information consistently, rather than simply meeting security requirements at the time of an audit.
“We are extremely proud to be an organization that delivers across all areas of customer enablement, allowing our customers to use our platform and compete at a higher level with best-in-class credentials,” says Mulani. “SOC 2 provides them with opportunities to engage with financial-sector organizations and other regulated businesses where stronger security and trust requirements are essential.”
Jai Mulani | Chief Executive Officer at IBTx.ai
Mulani further explains that SOC 2 Type II represents a significant level of independent security assurance. It demonstrates not only that appropriate controls are in place, but also that an organization can maintain their effectiveness consistently over time.
4. A Journey of Dedication
Achieving this level of independent assurance within a relatively short period reflects the commitment and coordinated efforts of our teams.
Our Information Security Management Program was launched in April 2025. Through the combined dedication of our Cybersecurity, Engineering, IT, People, and Platform teams, we worked toward maintaining audit readiness and successfully preparing for a SOC 2 assessment by the end of that year.
This achievement reflects the commitment, collaboration, and continued efforts of everyone involved in strengthening our security and operational practices.
5. Moving Forward
Although we are proud to celebrate this milestone, we recognize that security is an ongoing commitment, not a final destination.
Our SOC 2 Type II report provides independent validation of the strength and effectiveness of our controls and processes. However, maintaining a strong security posture requires continuous attention, improvement, and investment.
We see the trust our customers place in IBTx.ai as an ongoing responsibility, rather than simply another compliance requirement to complete.
As we continue expanding globally and developing powerful solutions for our customers and their businesses, protecting customer information will remain central to our approach.
At IBTx.ai, security is a fundamental part of how we build, operate, and grow.
It will always be a priority, never an afterthought.
