Securing Boring Financial's Hybrid Cloud Journey

A Unified Approach with Trend Micro

Jason Davis | Senior Channel Solutions Engineer Candidate

Top 3 Business Risks

Risk	Business Impact
Phishing & Credential Theft	Financial data breach, PCI fines, customer trust
Siloed Visibility	Delayed threat detection, audit failures, compliance gaps
Ad Hoc Incident Response	Extended dwell time, ransomware potential, manual errors

These aren't just technical problems—they're business risks.

A Unified Platform Approach

Trend Vision One – XDR + SIEM + Threat Intelligence
Trend Cloud One – Workload security for AWS (EC2, RDS, containers)
Trend Email Security – Stops phishing before it reaches inbox
Integrates with existing investments (CrowdStrike, O365, Okta)

Single pane of glass across your entire digital estate.

Architecture Overview

graph TD
    subgraph "Boring Financial Environment"
        A[AWS<br/>CloudTrail, VPC Flow] -->|Connector| TVO[Trend Vision One]
        B[On-prem Firewalls<br/>Cisco] -->|Syslog| TVO
        C[CrowdStrike EDR] -->|API| TVO
        D[O365 / Okta] -->|API| TVO
        TVO --> E[Workbench Automation]
        E --> F[AWS Security Groups<br/>Okta Session Revoke]
    end
    TVO --> G[Compliance Reports<br/>PCI, SOC2]

Key Integration Points:

AWS CloudTrail & VPC Flow → real-time threat detection (proven at AWS GovCloud)
CrowdStrike ingestion → enrich without rip/replace
Automated playbooks → isolate instances, revoke identities (Python/Ansible ready)

Phased Rollout – Low Risk, High Impact

Phase	Duration	Activities
Phase 1: Quick Wins	2 weeks	Deploy Trend Email Security, ingest O365/Okta logs into Vision One
Phase 2: Cloud Workloads	4 weeks	Deploy Cloud One agents on EC2, connect AWS accounts
Phase 3: Automation	6 weeks	Build custom playbooks (Python/Ansible) for automated response

Minimal disruption – we validate in a staging environment first
(like the staging I built at Entrust that caught critical errors).

Measurable Business Outcomes

Metric	Baseline	Target
Mean Time to Detect (MTTD)	Days	Hours
Mean Time to Respond (MTTR)	Manual, ad hoc	Automated minutes
Phishing emails reaching inbox	Current volume	-90%
Audit evidence collection	Weeks	Real-time dashboards

ROI: Reduced breach risk, lower compliance costs, faster innovation.

Based on my work at Verizon and TBX, automation alone cut deployment errors by 35%.

Why Trend Micro?

Challenge	Competitors	Trend Advantage
Siloed tools	Point products (Palo Alto, CrowdStrike alone)	Unified XDR + SIEM across cloud, network, email
Integration complexity	Rip/replace required	Integrates with existing stack (CrowdStrike, O365)
Manual response	Basic SOAR	AI-powered automation + custom playbooks (Python/Ansible)
Cloud workload security	Separate licenses	Cloud One built into the platform

You keep your investments; we make them work together.

Proven in Similar Environments

"A fintech client reduced breach risk by 70% in 6 months with Trend Vision One – unifying visibility and automating response."

Your Next Steps:

Pilot Program – Deploy Vision One in your AWS environment (2 weeks)
Architecture Workshop – Tailor playbooks to your specific risks
Full Rollout – Phased, measured, supported

Let's start with a no‑risk proof of concept.

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