A mortgage and financial services company implemented CloudFix to optimize AWS costs while maintaining strict regulatory compliance. With client data subject to comprehensive financial regulations, the compliance team needed to ensure all cost optimization efforts preserved their regulatory posture.
The Compliance-First AWS Optimization Challenge
The financial services infrastructure presented unique constraints:
- Multiple regulatory frameworks (SOC2, PCI, GLBA, CCPA)
- Strict requirements for data residency and handling
- Comprehensive audit and logging requirements
- Complex approval workflows for infrastructure changes
“In financial services, regulatory compliance isn’t optional. We needed a way to optimize cloud costs without introducing compliance risks or compromising our security standards,” explains the Chief Compliance Officer.
CloudFix’s Regulation-Safe AWS Optimization Solution
After implementing CloudFix, the compliance team identified several regulation-friendly optimizations:
- Compliance-Approved Reserved Instances (Estimated $130,000 annual savings)
- Reserved capacity planning aligned with regulatory requirements
- Documented approval processes for financial commitments
- Regulation-Compliant Storage Optimization (Estimated $95,000 annual savings)
- Data residency-aware storage optimizations
- Compliant lifecycle management for financial records
- Audit-Friendly Resource Consolidation (Estimated $85,000 annual savings)
- Consolidated logging and monitoring while maintaining compliance
- Enhanced visibility with reduced resource footprint
“CloudFix helped us identify compliance-safe optimization opportunities. Every recommendation went through our regulatory review process, ensuring our compliance posture remained intact,” notes the VP of Risk and Compliance.
Expected Implementation Results
The compliance team projects significant outcomes from CloudFix’s regulation-aware approach:
✅ Phase 1 Compliance-Verified Optimizations: Estimated $150,000 annual savings
✅ Phase 2 Regulatory-Approved Changes: Projected $95,000 additional annual savings
🔄 Identified Compliant Opportunities: Representing $215,000+ in potential annual savings
“CloudFix gave us a systematic approach to compliance-safe optimization. We’re creating a sustainable infrastructure that balances cost efficiency with our regulatory obligations,” says the Director of Compliance Technology.
Business Impact Beyond AWS Cost Optimization
Beyond direct cost savings, the financial services company anticipates several strategic benefits:
- Enhanced Compliance Documentation: “The optimization process improved our documentation of infrastructure controls, strengthening our regulatory position.”
- Simplified Audit Processes: “Consolidated resources and improved tagging simplified our regulatory audit procedures.”
- Competitive Fee Structure: “Cost savings allowed us to offer more competitive fees while maintaining compliance standards.”
The compliance team developed a compliance-first approach to resource optimization that became a model for other regulated operations within the organization.
“CloudFix transformed how we view compliance and cost efficiency. What began as AWS optimization evolved into a strategic framework that demonstrates our commitment to both financial responsibility and regulatory excellence,” concludes the Chief Risk Officer.
The company now showcases their cloud governance model during regulatory examinations as evidence of their operational excellence, turning what started as a cost-saving initiative into a competitive advantage in their highly regulated industry.