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Finanzdienstleistungen | Kundengeschichten

How a Financial Leader Enabled Secure and Seamless Operations for BYOD Devices

With OPSWAT MetaDefender OT Security, customers continuously monitor threats, maintain up-to-date asset inventory, and gain deep visibility into all connected devices.
Von Oana Predoiu
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About the Company: A financial services organization supporting critical banking and financial operations, with strict regulatory, data protection, and cybersecurity requirements.

What's the Story? Our customer needed to manage BYOD visibility and access for employees, contractors, and third-party personnel who frequently connected external devices to internal systems, while relying on an external IT service provider to manage endpoint onboarding, device compliance, and reporting. With OPSWAT MetaDefender OT Security, the organization can now manage BYOD risks without slowing down operations.

With MetaDefender OT Security, the organization can now identify, profile, and monitor BYOD devices connecting to the network, and detect potential threats associated with them, without disrupting operations.

Aufgrund der Art des Geschäfts wurde der Name der Organisation, die in diesem Artikel vorgestellt wird, anonym gehalten, um die Integrität ihrer Arbeit zu schützen.

INDUSTRIE:

Finanzdienstleistungen

STANDORT:

Asia-Pacific Operations Regional Offices

GRÖSSE

5,000 Arbeitnehmer

VERWENDETE PRODUKTE:

MetaDefender OT Security

BYOD (Bring Your Own Devices) lets employees use their own computers, smartphones, or other devices for work. At first glance, it’s a win-win. Employees get to work on devices they know well, improving productivity from day one. Employers save money by reducing hardware costs.

However, in some cybersecurity circles, BYOD is jokingly called “bring your own disasters”. Once you look at BYOD from a security perspective, the policy gets more nuanced. If employees use personal devices for work tasks, organizations must ensure those devices meet basic security standards such as updated operating systems, endpoint protection, encryption, and more.

Personal devices are used in unpredictable ways, making it difficult to enforce security standards on machines the company doesn’t own. Employees use devices for everything from checking social media to streaming movies. Sometimes, they’re shared with family or friends. Corporate security tools can’t tell which activity is work-related and which isn’t.

Since organizations don’t own or control personal hardware, IT teams can’t possibly know all installed apps, security settings, or network activities. This leads to "shadow IT," a phenomenon where unmanaged, unsecured devices access sensitive company data, increasing risks of data leakage, malware, and undetected breaches.

That overlap between personal and professional use raises obvious privacy concerns, as company-managed monitoring software running constantly can feel intrusive. When incidents happen, BYOD complicates mitigation. Normally, a compromised corporate device can be isolated, analyzed, and replaced, but asking for a personal laptop or phone is not so easy.

Employees may have sensitive photos, financial data, or private communications on the same device, so they may be reluctant to hand their devices over. In some jurisdictions, they even have a legal right to refuse. But a compromised personal device can open the door to an organization’s most critical systems or sensitive data, leading to worse consequences.

Where is the middle ground?

Our customer, a leading financial services firm, faced this dilemma. They wanted the flexibility that BYOD offers, but they also needed the visibility and control required to maintain a strong security posture. Their solution was to implement OPSWAT MetaDefender OT Security, fully integrated with their IT service provider’s device onboarding workflows. This allowed for asset inventorying, profiling vulnerability management and threat detection, and centralized reporting.

Here’s how OPSWAT helped ensure that every BYOD device is safe before it ever touches the internal network.

Balancing Visibility, Security, and Compliance with BYOD Policies

Due to the nature of their industry, our customer managed highly sensitive PII (Personally Identifiable Information), transactional, and market data.

With BYOD policies blurring the lines between personal and professional technology, they found it difficult to protect this data without opening a Pandora’s box of the security challenges discussed above.

More specifically, the customer faced challenges related to:

1. Visibility

Since employees used their personal devices, the customer lacked visibility into what software or files existed and who was using the device. Without a centralized view into all BYOD endpoints, the organization faced security risks derived from endpoint blind spots.

2. Security Enforcement

Personal devices vary in OS versions, patches, and installed software, so it’s hard to apply levelled security standards. The customer could not uniformly apply scanning and security policies, again, exposing them to vulnerabilities coming from device inconsistency.

3. Third-Party Risk Management Pressure

Personal devices vary in OS versions, patches, and installed software, so it’s hard to apply levelled security standards. The customer could not uniformly apply scanning and security policies, again, exposing them to vulnerabilities coming from device inconsistency.

The customer’s BYOD policies led to accountability issues: a lack of control over devices makes it harder to guarantee compliance.

Continuous Asset Inventory and Threat Detection for BYOD with OPSWAT MetaDefender OT Security

The organization integrated OPSWAT MetaDefender OT Security into its IT service provider’s device onboarding workflows, to enable:

  • BYOD asset discovery and inventory
  • Device profiling and classification (type, OS, protocols)
  • Threat detection
  • Centralized reporting across all locations

All four processes happened before devices are allowed access the organization internal environments.

The solution ensured that all employee- and contractor-owned devices were validated against security policies, while maintaining operational efficiency and regulatory readiness.

MetaDefender OT Security

MetaDefender OT Security addresses risks to OT systems from both traditional IT and specific ICS threats. It performs OT asset discovery, inventory, and patch management across operational technology environments. The technology’s Enterprise Manager platform monitors IT/OT networks connection to identify assets and detect threats.

BYOD Risk Control with Passive Scanning and Centralized Threat Visibility

Financial organizations like our customer deal with extremely sensitive data and systems. Understanding the risks introduced by the BYOD policy, they were proactive in ensuring that any personal device connecting to the network is safe, protecting both the organization and its customers.

With the MetaDefender OT Security, the customer saw improvements on multiple levels:

  • BYOD Device Scanning & Validation: All personal devices and removable media were automatically scanned for malware, vulnerabilities, and prohibited content before being permitted access.
  • Smooth IT Integration: MetaDefender OT Security integrated directly into the IT service provider’s onboarding and access workflows, enabling consistent security enforcement without disrupting operations.
  • Centralized Visibility & Reporting: Security teams gained unified dashboards and detailed scan reports, providing real-time visibility into device health, detected threats, and remediation actions.
  • End-to-End Alert Workflow Management: MetaDefender OT Security supported a structured workflow covering Alert → Triage → Incident → Response, enabling analysts to systematically investigate detections, correlate related events, and document resolution actions.
  • Audit-Ready Compliance Records: Comprehensive logs and reports supported internal audits and regulatory requirements related to data protection, cybersecurity, and third-party risk management.

Ensuring Every Transaction Moves Forward, Without BYOD Risks Slowing It Down

With OPSWAT MetaDefender OT Security, the organization can manage BYOD risks without slowing down operations. As they continue to support flexible work practices and meet strict regulatory expectations, it now has a scalable approach that helps protect sensitive financial systems while keeping operations running smoothly.

If your organization is dealing with similar challenges around personal devices connecting to the network, OPSWAT MetaDefender OT Security provides comprehensive asset visibility, continuous monitoring, and threat detection, and structured workflows for investigating and responding to alerts.

Talk to an expert and see how OPSWAT can help you keep sensitive systems and data protected.

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