Fintech board pack from assessment to attestation

Challenge

Risk committee required named owners, data minimization rules, and human sign-off — not a slide deck of vendor logos.

Approach

1. Assessment highlighted data and monitoring gaps as high severity.
2. Board one-pager PDF exported after remediation unlock.
3. Control library attestations captured CFO + CISO emails as attestants.
4. Advisory workshop prioritized 90-day remediation roadmap.

Outcome

Board approved limited Smart use in underwriting with quarterly Monitor+ cadence. Trust Score badge published for enterprise prospects.