Modernizing Digital Banking Access with BeyondID’s Application Integration Gateway

Success Story / Financial Services

This case study looks at a recurring banking client that partnered with us to connect legacy infrastructure to a modern Okta-based identity environment.

Challenge

This bank’s digital banking growth was constrained by identity complexity across legacy systems and newer application experiences. Core platforms, including LDAP, mainframe-related environments, and banking applications, remained deeply embedded in daily operations, making it difficult to modernize access without disrupting systems that customers and internal teams still depended on. As new applications were introduced, users risked facing separate credential requirements, repeated registration steps, and inconsistent login flows.

At the same time, the organization needed to support modern web and mobile banking expectations while avoiding downtime, costly migration work, and added burden on a limited internal IAM team. With only a small number of people focused on identity as part of broader responsibilities, each rollout carried operational complexity. The bank needed a way to reduce customer friction, simplify application onboarding, and connect legacy infrastructure to a modern identity direction without interrupting active banking services.

Solution

We worked with the bank through discovery, scoping, and workshop sessions to understand how its legacy banking platforms, existing identity tools, and new digital application needs fit together. The objective was to create a practical path for modern authorization while preserving the systems already supporting day-to-day banking operations.

  • Discovery and Architecture Workshops

    BeyondID led planning and design workshops to assess the bank’s existing infrastructure, application dependencies, and modernization goals helping define how legacy systems could connect to a modern authorization strategy.

  • Legacy Banking Platform Integration

    Through AIG, BeyondID helped connect legacy infrastructure, including LDAP, mainframe-related systems, and core banking platforms, to the bank’s Okta-based identity strategy. This allowed the bank to preserve technology that would have been expensive and disruptive to migrate while still enabling modern access.

  • Okta Credential-Based Access

    The solution enabled users to access downstream banking platforms with their Okta credentials instead of managing separate credentials across applications. This helped reduce registration friction as new applications were introduced.

  • Support Across Workforce and Customer Identity

    BeyondID supported identity modernization across workforce identity and customer identity use cases, helping the bank align WIAM, CIAM, Okta, and AIG into a more connected access model. This gave the organization a stronger foundation for both internal access and customer-facing web and mobile banking experiences.

Impact

By using AIG with Okta, the organization improved application onboarding, simplified customer access, and enabled its internal team to move faster.

  • Seamless Movement from Legacy to Modern Identity

    BeyondID’s Application Integration Gateway helped the bank move users from legacy identity environments to a modern access experience, reducing the friction created by older access models while preserving systems already central to banking operations.

  • Simplified Customer Experience

    Users could access banking platforms with their Okta credentials, reducing the need for separate passwords, repeated registration, and disconnected application experiences.

  • Faster Application Onboarding

    The AIG deployment helped streamline the introduction of new applications by reducing the need to treat each rollout as a separate credentialing effort making it easier for the bank to bring new services to customers through a more consistent identity layer.  

  • Preserved Capital Investments

    By integrating rather than replacing core transactional engines, the institution avoided millions of dollars in risky migration costs while maximizing the lifespan of their existing on-premises technology.

  • Strengthened Security Baseline

    The bank aligned its entire ecosystem on a modern identity engine, enabling uniform enforcement of multi-factor validation rules, adaptive access policies, and centralized auditing parameters.

  • Greater Internal Team Velocity

    BeyondID’s identity subject matter expertise helped the bank’s internal team move faster despite limited dedicated IAM capacity. Instead of spending cycles on complex custom integration work, the team had a practical path for connecting legacy infrastructure to modern identity.

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Modernizing Digital Banking Access with BeyondID’s Application Integration Gateway

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SAP

AUTHORIZED PARTNER

Workforce Identity

Modern Identity experiences for your customers.

Secure by Design

Built with security, privacy and compliance in mind.

Global Scale

Trusted by thounsands of organizations worldwide.

SAP

WORKFORCE IDENTITY & ACCESS MANAGEMENT (WIAM)

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Okta

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Identity Security

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Built with security, privacy and compliance in mind.

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Trusted by thounsands of organizations worldwide.

OKTA

IDENTITY & ACCESS MANAGEMENT (IAM)

Secure every identity across your organization

BeyondID brings award-winning Okta expertise to help organizations get more from their identity investment. As an Okta Apex Partner and multi-year Partner of the Year, we combine certified expertise, proven architecture, and proprietary solutions to solve complex identity challenges.

What We Deliver with Okta

Identity Security for All Identities

Managed Identity Services

Identity Modernization & Optimization

AUTHORIZED PARTNER

Workforce Identity

Modern Identity experiences for your organization

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Built with security, privacy and compliance in mind.

Global Scale

Trusted by thounsands of organizations worldwide.

Application Integration Gateway (AIG)

WORKFORCE IDENTITY & ACCESS MANAGEMENT (WIAM)

Secure, scalable workforce identity for modern applications

Modernize identity without disrupting the systems your business depends on. BeyondID’s Application Integration Gateway (AIG) connects legacy and modern environments to simplify migrations, unify identity data, and accelerate time to value.

What this connector enables

Seamless Migration

Virtual Directory

Unified Profile

Epic

AUTHORIZED PARTNER

Workforce Identity

Modern Identity experiences for Healthcare

Secure by Design

Built with security, privacy and compliance in mind.

Global Scale

Trusted by thounsands of organizations worldwide.

EPIC

WORKFORCE IDENTITY & ACCESS MANAGEMENT (WIAM)

Secure, scalable workforce identity for Healthcare

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What this connector enables

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 Support

AWS

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Workforce Identity

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Secure by Design

Built with security, privacy and compliance in mind.

Global Scale

Trusted by thounsands of organizations worldwide.

AWS

WORKFORCE IDENTITY & ACCESS MANAGEMENT (WIAM)

Secure, scalable workforce identity for modern applications

BeyondID Professional Services Units provide flexible, on-demand access to certified identity experts. From strategy to optimization and ongoing support, prepaid consulting hours help organizations get more from their Okta and Auth0 investments.

What this connector enables

Secure authentication for web and mobile applications

Customizable login and identity flows

Centralized workforce identity management

AUTHORIZED PARTNER

Customer Identity

Modern Identity experiences for your customers.

Secure by Design

Built with security, privacy and compliance in mind.

Global Scale

Trusted by thounsands of organizations worldwide.

Auth0

CUSTOMER IDENTITY & ACCESS MANAGEMENT (CIAM)

Secure, scalable customer identity for modern applications

BeyondID helps organizations design, implement, and optimize Auth0 to deliver secure authentication, seamless user experiences, and enterprise-grade scalability. From greenfield deployments to complex migrations, we ensure your CIAM platform is built to grow with your business.

What this connector enables

Secure authentication for web and mobile applications

Customizable login and identity flows

Centralized customer identity management

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