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Digital bank centralizes compliance and improves audit readiness with Fleet

A digital bank operates in a highly regulated environment, running a predominantly macOS fleet alongside Windows devices and Linux infrastructure. As the organization grew, the team needed a way to centralize device management, strengthen auditability, and manage configurations with the same rigor as software, without sacrificing control over its data.

Fleet helps the organization centralize device management, improve auditability, and manage configurations through code.

At a glance

  • Industry: Financial services and banking
  • Devices managed: macOS-heavy with Windows devices and Linux infrastructure
  • Primary requirements: GitOps workflows, self-hosting, real-time visibility
  • Previous challenge: Limited visibility and manual management workflows

The challenge

Before Fleet, the company relied on tools that required manual processes to manage agents and configurations. Maintaining version control across devices was difficult, and reporting gaps made it hard to establish a reliable source of truth for endpoint compliance.

Linux environments lacked effective visibility, and pushing updates across systems required significant manual effort. The team needed a solution that could support strict regulatory requirements while improving day-to-day operational efficiency.

The evaluation criteria

The team focused on three priorities:

  • GitOps workflows: Manage all policies and configurations as version-controlled code.
  • Self-hosting: Maintain full control over data and infrastructure to meet compliance requirements.
  • osquery integration: Enable deep visibility for auditing and security operations.

The solution

Fleet provides a single platform for managing devices and enforcing policies across operating systems.

The team uses GitOps workflows to manage configurations and deploy updates through version-controlled changes, replacing manual processes with predictable, repeatable automation. Every change is reviewable and traceable, which makes compliance reporting far easier to produce and defend during audits.

Fleet integrates with internal systems to maintain accurate device records and make sure consistent compliance reporting. Self-hosting enables the organization to keep all endpoint data within its controlled environment, meeting the strict regulatory requirements of operating as a bank.

The results

Fleet improved audit readiness and reduced operational overhead.

  • Continuous auditability: Teams can verify compliance in real time instead of relying on point-in-time snapshots.
  • Automated workflows: Version-controlled updates replace manual processes.
  • Centralized management: A single platform replaces fragmented tools across macOS, Windows, and Linux.
  • Data control: Self-hosting keeps endpoint data inside the organization's regulated environment.

Why they recommend Fleet

For this organization, the key advantage is auditability through code. Fleet enables teams to manage endpoint security with the same rigor as software development, providing transparency, control, and scalability in a regulated environment.