Files
fleet/articles/financial-services-platform.md
T
Eric f19cc81772 Website: automatically add case study links to the /customers page (#42088)
Closes: https://github.com/fleetdm/fleet/issues/41799 

Changes:
- Added support for a new required meta tag for anonymous case study
articles: `cardTitleForCustomersPage`. The value of this meta tag is
used as the title of the automatically generated card link for the
article on the /customers page.
- Added support for a new meta tag for anonymous case study articles:
`cardBodyForCustomersPage`. If provided, the card link for the article
will use this value for the body text, if not provided, the card link
will display the `articleTitle` meta tag value.
- Updated the /customers page to automatically create card links for
case study articles that have `useBasicArticleTemplate` and
`cardTitleForCustomersPage` meta tags.
2026-03-19 13:19:22 -05:00

2.8 KiB

Financial services platform manages 6,000+ hosts with continuous compliance visibility

A financial services platform manages a complex environment of 2,000 to 6,000 hosts and hundreds of mobile devices. They required a platform that offered flexibility without proprietary limitations.

At a glance

  • Endpoints: 6,000+ hosts & 400+ mobile devices.
  • Primary requirement: Cross-platform support (Mac, Windows, iOS, Android) and RBAC.
  • Key integrations: Jira, Zendesk, and SIEM/SOAR systems.
  • Previous solution: Workspace ONE.

The challenge

They struggled with the complexity and poor support of Workspace ONE, specifically lacking self-service portals for iOS and having inefficient app allow/block lists. Linux servers were a notable blind spot.

The solution

The ability to review source code and use open practices was described as the "cornerstone" of their confidence in their management stack. They prioritized full osquery integration for granular, SQL-based data.

The results

  • Automated software deployment: they replaced manual MSI installations with software deployment automation via the API.
  • Seamless migration: by running Fleet in parallel with legacy systems, they ensured a seamless "behind-the-scenes" transition for employees.
  • Custom SIEM dashboards: the security team builds custom dashboards by integrating device telemetry directly with their SIEM/SOAR systems for rapid incident response.

About Fleet

Fleet is the single endpoint management platform for macOS, iOS, Android, Windows, Linux, ChromeOS, and cloud infrastructure. Trusted by over 1,300 organizations, Fleet empowers IT and security teams to accelerate productivity, build verifiable trust, and optimize costs. By bringing infrastructure-as-code (IaC) practices to device management, Fleet ensures endpoints remain secure and operational, freeing engineering teams to focus on strategic initiatives. Fleet offers total deployment flexibility: on-premises, air-gapped, container-native (Docker and Kubernetes), or cloud-agnostic (AWS, Azure, GCP, DigitalOcean). Organizations can also choose fully managed SaaS via Fleet Cloud, ensuring complete control over data residency and legal jurisdiction.