Overview
Fintech buyers evaluating offshore staffing vendors usually run security reviews and IP/legal reviews separately, and that gap between them is where risk hides. A vendor can pass a security audit while leaving IP ownership unclear or have airtight IP language while offboarding takes weeks to fully revoke access. This whitepaper from Connext offers a single integrated framework that pairs each security criterion with its corresponding legal mechanic across eight categories, so fintech CTOs, compliance leads, and general counsel can evaluate offshore vendors on both fronts at once, score what they find, and know which gaps should stop the process outright.
Key Highlights
- Why security and IP reviews need to converge, not run as separate checklists
- The eight-category framework: personnel vetting, access provisioning, data handling, AI tool governance, offboarding, work product/IP, subcontracting, and audit rights
- How to score vendor evidence and spot red flags before you sign
- A ready-to-use vendor questions checklist for RFPs and contract reviews
Download the Fintech Leader's Guide to Secure Offshore Staffing to get the full framework.
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The Challenge
A company-wide hiring freeze left the client’s project teams without enough in-house estimators to keep pace with a growing pipeline of construction and engineering bids. In an industry where precise cost estimating is the foundation of effective project budgeting and resource allocation, every delayed estimate risked a missed submission deadline — and a lost contract.
The Approach
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