• Derek Small

Financial Services Case Study

This case study discusses the Nulli deployment of the ForgeRock® Identity Platform for a financial services client.


The client is an investment management firm that is one of the industry’s leading global asset managers with offices across the United States. The Nulli deployment of ForgeRock secured their more than 2,000 employees and over 1.5+ million user identities (investors, agents, staff).


The Challenge: Deploy an on-premise identity management platform to secure numerous customer facing websites.


The client offered financial services for investors and advisors that needed to be secured through the use of the ForgeRock Access Manager (AM). A significant number of customers were not technically savvy so a challenge of the project was that the deployment had to be seamless and changes to the customer experience had to be kept to a minimum. A key measure of success was providing a secure access to existing applications in a fashion that required minimal or no adjustment to processes used by the target audience. The Nulli team is always up for a challenge and this project required the Nulli team thinking outside the box in an effort to keep things as simple as possible when implementing 2-factor authentication using means other than a mobile phone application or token.


Read the complete case study here (no registration required): IAM: A Seamless Integration