Build a trust page documenting SOC 2 Type II and data handling
Publish /security listing certifications with attestation dates, subprocessors, encryption posture, data residency and a report-request path.
Implementation workflow
Approve, start, verify or pause. The state shown here is what the rest of the dashboard reads.
- ✓Pending
- ✓Needs approval
- 3In progressCurrent state
- 4Verification required
- 5Completed
Problem identified
We hold SOC 2 Type II but publish nothing about it. Perplexity states our certifications are 'referenced in third-party reviews but not on its own site'.
Why it matters
Security is a gate at evaluation stage. Nexora Pay's security portal is cited on every compliance prompt in the set, which also lifts them on adjacent prompts.
Expected benefit
Contest the compliance prompt (1,450 searches/month) and strengthen three evaluation-stage answers.
Recommended action
Steps in the order they should happen
Publish /security listing certifications with attestation dates, subprocessors, encryption posture, data residency and a report-request path.
- 1Collect current attestation dates and subprocessor list from Legal
- 2Draft page content and get Security sign-off
- 3Implement page with Organization schema and link from the footer and demo flow
- 4Request re-crawl and verify citation pickup over two cycles
Evidence from the engines
Analyst notes captured on the affected prompts during the last run
Highest-leverage fix in the audit: a trust page turns a 'cannot confirm' into a citation.
Recommendation detail
- Id
- r-02
- Area
- Brand information
- Priority
- Critical priority
- Impact
- +7 pts
- Effort
- Medium effort
- Owner
- Tom Brennan
- Started
- Oct 30, 2026
- Completed
- —
Audit issue behind this
/security (does not exist)
Prompts this unlocks
- Is AP automation software SOC 2 compliant and how is payment data protected?1,450 searches/mo · Nexora Pay currently wins it
- What should finance leaders look for in an invoice-to-pay platform?1,700 searches/mo · Nexora Pay currently wins it
Content briefs
- Trust & security at HarborflowIn progress/security