We’re thrilled to announce that as of January 21st, 2025, Smart Role is officially SOC 2 Type 1 compliant! This certification marks a major step in our commitment to providing the highest level of security and data protection for our customers. But we’re not stopping here—our team is already working towards achieving SOC 2 Type 2 compliance in the coming months, alongside pursuing ISO certifications to further solidify our position as a trusted partner for enterprise clients.

What is SOC 2 and Why Does It Matter?

SOC 2 is an internationally recognized standard developed by the American Institute of CPAs (AICPA). It focuses on an organization’s ability to safeguard customer data based on five key Trust Service Criteria:

• Security: Protection of systems against unauthorized access.

• Availability: Ensuring systems are operational and available when needed.

• Processing Integrity: Guaranteeing that data processing is accurate, timely, and authorized.

• Confidentiality: Protecting sensitive business information from unauthorized access.

• Privacy: Proper handling of personal and customer data.

Achieving SOC 2 Type 1 compliance demonstrates that Smart Role has implemented the necessary controls and processes to protect our customers’ data effectively. This certification provides our clients with peace of mind, knowing that their sensitive information is managed with the highest level of security and compliance.

Why SOC 2 Compliance Was Crucial for Smart Role

Smart Role is an AI-powered training and onboarding platform revolutionizing customer support operations. Our solution helps businesses train their support agents through immersive scenario-based simulations, providing them with the skills they need to excel in their roles.

Given the nature of our platform, we handle a variety of sensitive data, including:

• Customer support interactions

• Performance evaluations and coaching data

• Internal knowledge base content

For our clients—especially in highly regulated industries like finance, healthcare, and e-commerce—ensuring that their training data is secure is non-negotiable. SOC 2 compliance reassures our clients that Smart Role meets the rigorous standards required to protect their information and support their compliance efforts.

A Stepping Stone to Enterprise Growth

Our SOC 2 Type 1 certification is more than just a compliance milestone; it’s a key enabler for growth in the enterprise segment. Large organizations, especially those with stringent security requirements, demand solutions that meet high compliance standards. With SOC 2 compliance in place, Smart Role is now well-positioned to engage with global enterprises and industry leaders who prioritize security and compliance in their vendor selection process.

This achievement will help us expand into major CX-heavy industries such as BPOs, banking, and travel, where data protection is critical and a prerequisite for doing business.

What’s Next?

Our next goal is to achieve SOC 2 Type 2 compliance, which will evaluate how effectively our security controls operate over a defined period. In parallel, we are pursuing ISO 27001 certification, a globally recognized standard for information security management systems.

At Smart Role, our mission is to provide the most secure, reliable, and innovative training platform for customer support teams worldwide. This certification is just the beginning of our journey to ensure our clients can trust us with their most valuable asset—their data.

Ready to Elevate Your Customer Support Training?

If you’re looking for a secure and scalable training solution that meets enterprise-grade compliance standards, Smart Role is here to help. Book a demo with us today and see how our platform can transform your training programs while ensuring the highest data security standards.

By achieving SOC 2 compliance, Smart Role continues its commitment to excellence, trust, and enterprise readiness. Stay tuned for more updates as we work towards SOC 2 Type 2 and beyond!