SOC2 Type 2 Certification and SOC 3 Report

By Dickey Singh

I am thrilled to announce that the team has successfully received the SOC2 Type 2 Certification. This certification verifies that we have put in place robust controls to maintain the security and privacy of our customers' data, making us the gold standard for securing customer data.

SOC 2 Type II and SOC 3 Report

What is offers "automated Digital CSMs" that DRIVE preboarding and onboarding, usage and adoption, retention and renewals, and expansion and referrals.

Push, Pull, and Interactive Channels

You can share Cast generative content, actionable recommendations, and practical advice with your customers personalized for each user:

  1. In-app (for web and mobile daily active users)
  2. Pushed via email or text (for inactive users and executives)
  3. Shown in chatbots and live bots (for interactive users)


  1. Digital CSM explained personalized presentations with actionable recommendations (renewals, expansion, referrals, adoption, etc.)
  2. Personalized web pages for every user at every customer (coming soon)

SOC2 Type II and SOC 3 Report has completed its Systems and Organizations Controls audit, highlighting our dedication to building client trust and confidence in our systems. The SOC2 Type 2® report acknowledges our commitment to the reliable, safe, and trustworthy management of client privacy and data security.

We at prioritize the security and privacy of our customers' data. This certification demonstrates our adherence to the American Institute of Certified Public Accountants' System and Organization Control reporting platform. This platform outlines five trust service principles, including security, availability, processing integrity, confidentiality, and customer data privacy, to safeguard data.

The examination process for the SOC2 Type 2® Certification was rigorous. Over the course of a year, auditors examined's security controls across the organization, ensuring that our policies and procedures were practiced effectively to safeguard the privacy and security of client data. Auditors monitored each and every security control and could demand evidence of correct practice at any time during the year. Furthermore, auditors reviewed work with our information security and compliance team, as well as several other departments across the organization.

We are extremely proud to have achieved this certification, which further emphasizes our commitment to protecting our customers' data.

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