NBFC

No trusted device, no access: OpenIY MDM powers Zero Trust for a lending business

Financial Services — Non-Banking Financial Company (NBFC). OpenIY MDM (unified endpoint management), device posture & compliance enforcement, Zero Trust access, identity integration, and secure application proxy.

OpenIY MDM Zero Trust access powered by live device posture for an NBFC

BUSINESS REQUIREMENT

What the client needed

Our client — a fast-growing non-banking financial company — runs a distributed workforce on a mixed fleet of iOS, Android, Windows, and Linux devices, all touching sensitive customer and lending data. In a regulated financial environment, that raises a question every audit eventually asks: can you prove that only compliant, healthy devices are reaching your internal applications? Before this engagement, the honest answer was no.

WHAT WE FOUND

Findings on the ground

  • No proof of device health at access time: In a regulated financial environment, every audit eventually asks: can you prove that only compliant, healthy devices are reaching your internal applications? Before this engagement, the honest answer was no.
  • Inconsistent enrollment across platforms: Device enrollment was inconsistent across iOS, Android, Windows, and Linux — with no unified view of encryption status or policy adherence.
  • Applications blind to device posture: Internal applications had no way of knowing whether the device on the other end was managed, patched, and compliant — or a personal laptop on a coffee-shop network.
  • Compliance as documents, not enforcement: Compliance existed as policy documents; nothing on the network actually enforced it.

WHAT WE DID

The engineering response

Mekosha Technologies designed and delivered a Zero Trust access layer built on OpenIY MDM — our unified endpoint management platform — deployed first in a fully provisioned staging environment, validated through formal UAT, and taken to production with disaster-recovery testing completed before rollout. By putting posture confirmation in the access path itself, the client moved from trusting the network to verifying the device, every time.

  • Device posture confirmation at the point of access: Every request to an internal application is evaluated against the device's live compliance posture — reported by OpenIY MDM — before it is allowed through. Encryption enabled? OS version within policy? Device enrolled and attributable to a known user? The access proxy checks, decides, and logs — in real time. A non-compliant device doesn't get a warning banner; it doesn't get in.
  • Deterministic enrollment across every platform: Zero-touch and self-service enrollment flows for iOS, Android, and Windows, bound to the client's Active Directory over secure LDAPS — so every device in the OpenIY MDM console is tied to a real identity, with model, OS version, and profile attributes populated automatically.
  • Policy enforcement that holds up on the device: Unauthorized applications blocked and the attempts logged. Work and personal data separated, with cross-profile sharing restricted by policy. Unencrypted devices flagged and restricted until encryption is applied. A private managed app store for the organization's own applications.
  • Audit-grade evidence, built in: Every posture decision is captured with timestamp, actor, device ID, and the reason for the decision — flowing into live dashboards and exportable reports. When the regulator or an auditor asks "show me," the answer is a report, not a reconstruction.
  • Production readiness proven, not assumed: The rollout followed a milestone-gated path: staging validation, proxy and posture testing against compliant and non-compliant scenarios, formal business UAT sign-off, and a disaster-recovery runbook with defined RTO/RPO — exercised before cutover, not after an incident.

OUTCOMES

What changed

Access to internal applications is now conditional on live device posture

the single control that converts a compliance policy binder into enforced reality.

Every device, every platform, one OpenIY MDM console

iOS, Android, Windows, and Linux endpoints enrolled, identity-bound, and visible with real-time compliance state.

Data loss vectors closed at the device

Data loss vectors closed at the device: unauthorized apps blocked, work-to-personal data movement restricted, unencrypted storage flagged and quarantined.

A complete, exportable audit trail of who accessed what, from which device, and why the platform allowed or denied it

ready for regulatory and internal audit on demand.

DR-tested production rollout with runbooks, monitoring, and alerting handed over to the client's teams

resilience validated before day one, not discovered on a bad day.

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