trio.so
Banking and finance

MDM for banks and financial services

Keep every branch laptop, advisor phone and back-office PC encrypted, patched and checked against PCI DSS, SOC 2 and ISO 27001, with the evidence your auditors ask for, from one console.

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  • Regional Leader, EMEA, Spring 2025
  • Easiest To Do Business With, Mid-Market, Spring 2025
  • Momentum Leader, Spring 2025
  • High Performer, Middle East, Spring 2025
  • Best Support, Mid-Market, Spring 2025

Rated 4.8 on G2

Endpoint management  ›  Configuration  ›  Policies
PolicyAppliedPendingFailed
Disk encryptionWindows · macOS · Linux40954
Passcode and screen lockAll platforms41422
FirewallWindows · macOS35200
USB storage blockWindows · Linux28630
Wi-Fi WPA3All platforms41800

Status reported by each device · 418 devices in PCI DSS scope

Every device is an audit question

  • Spread across branches

    Laptops, phones and desktops sit in dozens of branches and home offices.

  • Evidence by hand

    Proving every device meets policy takes days of screenshots each quarter.

  • Client data on endpoints

    A lost phone or an unpatched laptop becomes a finding, or worse.

What it covers

What MDM for financial services covers in trio.so

The device controls auditors and examiners ask about:

  • Framework templates

    PCI DSS, SOC 2, ISO 27001, NIST, GDPR and CIS, plus SAMA CSF for banks in Saudi Arabia.

  • Encryption

    BitLocker and FileVault policies and phone encryption, with recovery keys kept in the console.

  • Patching by risk

    Findings ranked by CVSS, EPSS and the CISA KEV list, on the Secure plan.

  • USB storage control

    Block USB storage on Windows, macOS and Linux.

  • A workspace per branch

    Each branch gets its own devices, users and data under one organization.

  • Identity and access

    MFA, single sign-on and conditional access, on the Zero Trust plan.

Compliance

Check every device against PCI DSS and more

Switch on the PCI DSS, SOC 2, ISO 27001, NIST, GDPR or CIS template, or SAMA CSF. trio.so checks every device against the controls it covers, shows which devices fail and why, and confirms the fix on the next check. It helps you work toward these frameworks; it doesn't certify you.

Evidence

Evidence ready before the auditor asks

Every change is in the audit trail: who changed what, on which device, and when. Filter it and export it as CSV or JSON, and keep exceptions per control and per device with an expiry date.

Patching

Patch by risk, not by date

See every missing OS update and vulnerable app ranked by CVSS, EPSS and whether it's on the CISA KEV list, with a risk score per device, and fix it on the Secure plan.

Access

Check the device before it reaches banking apps

Connect apps with SAML 2.0 or OpenID Connect, protect sign-in with passkeys or push, and ask for MFA again when the device, browser, IP address or compliance changes.

Financial services at a glance

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PCI DSS
SOC 2 and ISO 27001 templates
CSV and JSON
audit trail export
CVSS, EPSS, KEV
patch risk ranking
From $5
per device

Related

Related pages

MDM for banking FAQ

Mobile device management for banks and financial services keeps the laptops, phones and desktops that touch client data encrypted, patched and configured to policy, and records the evidence auditors and examiners ask for.

Yes. The PCI DSS template checks devices against the device controls it covers and exports evidence. trio.so helps you work toward PCI DSS; it doesn't certify you.

There's no dedicated template for these. The PCI DSS, SOC 2 and ISO 27001 templates cover the device controls these reviews look at, such as encryption, access and patching.

Yes. Workspaces give each branch its own devices, users and data under one organization, and console roles decide what each admin can do.

trio.so is hosted on AWS in the EU.

Plans start at $5 per device. See pricing.