Multi-Year IT Transformation for a National Lender
From Nutanix HCI deployment to full Azure and AWS multi-cloud integration — TrustPoint guided a national mortgage lender through a multi-year IT transformation, scaling securely from 100 to 500+ employees across 46 states.
Executive Summary
A national mortgage lender engaged TrustPoint Cyber for what would become a defining, multi-year IT transformation. The engagement began in 2017, when the organization — approaching 100 employees and operating across dozens of states — had outgrown its Small Business Server 2011 environment. TrustPoint designed and deployed a Nutanix Hyper-Converged Infrastructure (HCI) solution that consolidated workloads, simplified management, and created a scalable foundation for growth. The deployment was recognized by BizTech Magazine as an industry case study. As the lender continued to scale, TrustPoint expanded the architecture to incorporate Microsoft Azure and AWS, creating a robust hybrid multi-cloud environment capable of supporting 500+ employees across 46+ states. Throughout, TrustPoint implemented a defense-in-depth security program — Zero Trust, MFA, endpoint protection, and comprehensive compliance controls — to meet the rigorous requirements of GLBA and state-level mortgage regulations. The engagement evolved into a long-term vCISO relationship, providing executive-level security leadership and an ongoing regulatory compliance program.
Engagement Phases
HCI Deployment (2017)
At approximately 100 employees, the lender had hit a hard ceiling with its Small Business Server 2011 environment — a platform never designed to support an organization of this scale, complexity, or regulatory exposure. TrustPoint designed and deployed a Nutanix Hyper-Converged Infrastructure (HCI) solution that consolidated disparate workloads onto a unified, highly available platform. The deployment simplified day-to-day IT management, improved resilience, and established a modern infrastructure foundation capable of supporting significant continued growth. The project received industry recognition, earning a feature in BizTech Magazine as an example of HCI deployment done right.
Cloud Expansion & Multi-Cloud Architecture
As the lender continued to grow — expanding its employee base and extending operations into additional states — the on-premises Nutanix foundation was extended into a hybrid multi-cloud architecture. TrustPoint integrated Microsoft Azure and AWS, creating a flexible, resilient environment that leveraged the strengths of each platform. Workloads were strategically distributed across cloud environments based on performance, compliance, and cost considerations. Multi-cloud management practices were implemented to maintain operational visibility and governance across the full hybrid environment, ensuring that growth did not introduce unmanaged complexity or security blind spots.
Enterprise Security Program
Operating as a national mortgage lender across 46+ states imposes stringent security and compliance obligations — including GLBA requirements and a patchwork of state-level mortgage regulations that vary in their demands. TrustPoint implemented a defense-in-depth security strategy tailored to this regulatory environment. Zero Trust Network Access was deployed to enforce least-privilege access across the distributed workforce. MFA was enforced universally. Advanced endpoint detection and response was deployed across all devices. Compliance controls were implemented and documented to satisfy federal and state regulatory requirements, with TrustPoint serving as the operational security partner responsible for maintaining that posture continuously.
Ongoing vCISO & Managed Security
As the relationship matured, TrustPoint assumed a virtual CISO (vCISO) role — providing executive-level cybersecurity leadership without the overhead of a full-time hire. This included security roadmap development, board-level reporting, regulatory compliance maintenance, vendor risk management, and incident response readiness. The vCISO engagement ensured that security strategy kept pace with both the organization's growth and the evolving regulatory landscape, providing the lender with the institutional security knowledge and continuity typically available only to much larger enterprises.
Key Outcomes
- Scaled from 100 to 500+ employees without infrastructure-related disruption
- Operations expanded to 46+ states on a secure, compliant multi-cloud platform
- Nutanix HCI deployment recognized by BizTech Magazine as an industry case study
- Hybrid multi-cloud architecture spanning Nutanix, Microsoft Azure, and AWS
- Zero major security incidents across a multi-year engagement period
- GLBA and state-level mortgage regulatory compliance maintained continuously
- Zero Trust Network Access (ZTNA) and MFA enforced across the entire organization
- vCISO services providing executive-level security leadership and board-ready reporting
Ready to protect your organization?
Whether you need to scale securely, meet regulatory requirements, or bring executive security leadership to your organization, TrustPoint Cyber delivers the expertise and continuity to get there.