Security Posture Review (Onboarding)

Security Posture Review (Onboarding)

1. 01

   Inventory client data flows and classify sensitivity

   Map where client data enters, moves, and leaves your systems. Tag each flow by sensitivity level, such as PII, financial records, or regulated health data, to prioritize which assets need the strongest controls.

2. 02

   Assess current tool coverage against the threat surface

   Compare your existing security stack to the assets you just inventoried. For example, a platform like Cogent maps attack paths across enterprise networks, which suits proactive threat modeling, while endpoint protection alone leaves gaps in AI agent behavior.

3. 03

   Verify AI agent governance and runtime controls

   If you run AI agents for clients, confirm you can monitor, block, and roll back their actions. Tools like Vaultak intercept agent actions in real time, so check whether your stack includes equivalent runtime enforcement or if you need to add it.

4. 04

   Check media authenticity and deepfake defenses

   For clients producing or distributing media, verify that you can detect synthetic content and watermark originals. Resemble AI offers multimodal deepfake detection and watermarking, which matters as AI-generated media becomes more common in campaigns.

5. 05

   Review data-at-rest encryption and access controls

   Ensure that stored client files and communications are encrypted end to end. For regulated industries, platforms like Tresorit provide encrypted cloud storage and data rooms, so confirm your file-sharing practices meet those standards.

6. 06

   Test bot and fraud protection on client-facing properties

   Run a quick assessment of whether websites, apps, or APIs are protected against automated attacks. hCaptcha uses behavioral analysis without invasive tracking, which can be a privacy-friendly option to propose to clients.

7. 07

   Document backup and disaster recovery readiness

   Confirm that client data is backed up offsite and that recovery procedures are tested. A service like Genie9 offers AI-powered search within backups, which speeds up restoration, but the key is verifying that recovery time objectives are met.