Geear Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Security for Financial Institutions

Geear is proud to announce that we have successfully completed our SOC 2 Type II examination, validating the effectiveness of our security controls over an extended audit period. This milestone underscores our ongoing commitment to safeguarding information and supporting the compliance expectations of credit unions and community banks we serve. 

As a long-time partner to regulated financial institutions, Geear understands that trust, security, and operational discipline are non-negotiable. Our SOC 2 Type II report provides independent, third-party assurance that our internal controls related to security were not only properly designed, but consistently operating effectively throughout the audit period.

Why SOC 2 Type II Matters for Credit Unions and Community Banks

Financial institutions operate in a highly regulated environment where vendor risk management is critical. SOC 2 Type II compliance helps demonstrate that a service provider has mature, repeatable processes in place to protect systems and data over time.

For our clients, this means:

• Greater confidence during vendor due diligence and risk assessments

• Clear documentation to support internal audits and examiner reviews

• Assurance that security practices are embedded into daily operations—not treated as a one-time checklist

A Security-First Approach to HubSpot Implementation

Geear specializes in helping credit unions and community banks integrate and optimize HubSpot and related marketing and data platforms. While we do not host or own client data, we operate within client-authorized systems and take responsibility for how access is managed, monitored, and secured.

Our SOC 2 Type II examination evaluated controls related to:

• Role-based access and least-privilege permissions

• Multi-factor authentication and endpoint security

• Vendor risk management and third-party oversight

• Incident response, business continuity, and documented security policies

• Ongoing monitoring and leadership oversight of security practices

These controls are designed to align with the expectations financial institutions place on strategic partners who operate inside their technology ecosystems.

Built for Long-Term Partnerships

“Security and trust are foundational to the relationships we build with our credit union and community bank partners,” said Chris Leone, CEO of Geear. “Completing our SOC 2 Type II report is an important validation of the way we operate and a reflection of the standards our clients expect from us.”

SOC 2 compliance is not a finish line for Geear. It is part of a broader, ongoing investment in people, processes, and accountability that supports long-term partnerships with regulated financial institutions.

Accessing the SOC 2 Report

Our SOC 2 Type II report is available to current and prospective clients under NDA. If you are a credit union or community bank evaluating Geear as a partner, or completing a vendor risk review, our team is happy to provide additional details.

To request access or learn more, contact us here.