Financial services

Your compliance team needs audit trails. Your marketing team needs approvals. Your IT team needs SOC 2

Workzone handles all three without three different tools, with the security posture and transparent pricing a regulated buyer expects.

Approval trailComplianceMarketingIT
Q3 disclosure emailComplianceAug 12 · 10:04Approved
Landing page copyLegalAug 12 · 14:22Approved
Rate change noticeComplianceAug 13 · 09:11Revision requested
Client webinar deckLegalAug 14 · 08:47Approved
01
What actually breaks

The parts a regulated buyer already knows too well.

01

'Send us your SOC 2 docs before we can even have the conversation.'

02

Marketing approvals with no record a regulator would accept.

03

Budget owners who need pricing they can predict, not a custom quote maze.

04

Security review stalling every new tool for months.

01 · Compliance posture, handled

Compliance posture, handled

SOC 2 Type II, audit trails, and approval records built into the work.

SOC 2 Type IICurrentRenewed JunAvailable
Audit trailEvery actionRetained 7yEnabled
Seat price · Team$20/moPublishedNo add-ons
Onboarding leadNamed humanWk 1Included
02 · One tool for three stakeholders

One tool for three stakeholders

Compliance, marketing, and IT working in the same system instead of three.

SOC 2 Type IICurrentRenewed JunAvailable
Audit trailEvery actionRetained 7yEnabled
Seat price · Team$20/moPublishedNo add-ons
Onboarding leadNamed humanWk 1Included
03 · Pricing you can budget

Pricing you can budget

Published, seat-based pricing with no add-on fees, so finance can plan.

SOC 2 Type IICurrentRenewed JunAvailable
Audit trailEvery actionRetained 7yEnabled
Seat price · Team$20/moPublishedNo add-ons
Onboarding leadNamed humanWk 1Included
04 · Human support through the vetting

Human support through the vetting

A team that has been through security review before and helps you clear it.

SOC 2 Type IICurrentRenewed JunAvailable
Audit trailEvery actionRetained 7yEnabled
Seat price · Team$20/moPublishedNo add-ons
Onboarding leadNamed humanWk 1Included
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FAQ

Questions financial services buyers actually type.

Is Workzone SOC 2 compliant?

Yes. Workzone is SOC 2 Type II. Full documentation is available under NDA during your security review.

Does Workzone keep an audit trail of approvals?

Yes. Every approval, revision, and sign-off is recorded on the asset with reviewer, timestamp, and version.

Is Workzone's pricing transparent?

Yes. Starter is $8 per user per month, Team is $20 per user per month, Enterprise is custom. No hidden add-on fees.

Can compliance, marketing, and IT work in one system?

Yes. Shared views, per-team workflows, and role-based permissions mean three stakeholders can live in one tool without stepping on each other.

Compliance, marketing, and IT · one tool

One tool. Three teams covered.

SOC 2 Type II, audit-ready approvals, and pricing you can budget.