The Customer
Company Name: Marketbridge
Industry: B2B Marketing, Consulting, and Agency Services
Company Size: ~400 employees across the U.S., Canada, and the U.K.
Primary Verticals: Financial Services, Insurance, Technology
The Business
Marketbridge is a B2B marketing consulting and agency organization serving large enterprise clients, primarily in the financial services, insurance, and technology sectors. The company operates across three business units: consulting services, marketing agency services, and a standalone direct mail business.
Following a private equity acquisition, Marketbridge rapidly expanded from a 50-person consulting firm into a multi-entity, international organization with approximately 400 employees. This growth significantly increased operational complexity—particularly around IT governance, data security, and regulatory compliance.
The Challenge
Marketbridge’s need for an IT and security partner was driven by a high-stakes client requirement. A major U.S.-based insurance client mandated HIPAA compliance and a SOC 2 attestation as a prerequisite for handling sensitive member data.
At the time, Marketbridge lacked the internal resources, time, and specialized expertise required to meet these compliance demands independently—particularly within an aggressive 18-month timeline.
As the organization continued to grow through acquisitions, compliance complexity increased further. What began as a single SOC 2 report evolved into multiple reports across business units, jurisdictions, and regulatory frameworks, including GDPR requirements in the U.K.
The Solution
Marketbridge partnered with ISOutsource to guide its compliance journey and establish scalable IT, security, and governance frameworks aligned with business realities.
Rather than imposing rigid, one-size-fits-all controls, ISOutsource took a consultative approach—helping Marketbridge adapt policies, workflows, and controls in ways that reflected its limited resources, rapid growth, and operational constraints.
This approach enabled Marketbridge to maintain consistency in its compliance posture while integrating newly acquired entities and addressing international data privacy requirements.
The Results
Achieving and maintaining compliance became a foundational business enabler for Marketbridge rather than a recurring obstacle.
The most tangible outcome was the ability to retain and significantly grow revenue from the client that originally drove the compliance initiative—by approximately 50% over three years.
Additionally, SOC 2 certification streamlined the sales and RFP process across multiple accounts, reducing friction, accelerating trust, and minimizing security-related back-and-forth.
Marketbridge emphasizes the importance of trust and partnership—particularly for small and mid-sized businesses navigating compliance for the first time.
Looking Ahead
As Marketbridge continues its international expansion, particularly in the U.K. and Europe, the organization is focused on strengthening its data privacy posture and understanding evolving regulatory expectations.
ISOutsource remains a key partner in navigating GDPR, cross-border data controls, and international compliance workflows—often addressing challenges as they arise rather than through fixed initiatives.
Through its partnership with ISOutsource, Marketbridge established a durable, scalable compliance foundation—one that supports growth, enables client trust, and adapts to evolving regulatory demands without overwhelming internal teams.