When you want to connect Lative’s Marketing Intelligence platform to your CRM and marketing automation stack, someone in IT or legal is going to ask three platform security questions: where does the data go, who can see it, and what happens if something goes wrong. This post answers those questions directly, in the terms a security review team actually uses.
Marketing intelligence platform architecture: how the data foundation works
Lative’s platform security architecture covers five areas a standard security review will examine:
- Authentication: OAuth 2.0 with Salesforce, read-only REST API access, no write permissions to any connected system
- Encryption: all data encrypted in transit (TLS) and at rest across all storage layers
- Tenant isolation: each customer runs on a fully independent compute and data environment within AWS
- Monitoring: Amazon CloudWatch Logs with real-time alerting on security events and anomalies
- Compliance: AWS infrastructure with SOC 2, ISO 27001, and FedRAMP audit coverage
Lative’s platform security is built on a serverless data warehouse architecture. There are no servers to patch, no fixed infrastructure footprint to maintain, and no single point of failure at the compute layer.
The data warehouse scales automatically with query load and data volume, so a marketing team running analysis on 18 months of CRM history and a concurrent quarterly board report do not compete for the same resources.
AWS Infrastructure and Shared Responsibility
The entire platform runs on Amazon Web Services (AWS). AWS handles physical security, network infrastructure, and hardware redundancy. Lative operates at the application and data layer on top of that foundation.
The underlying infrastructure compliance posture, including AWS’s SOC 2, ISO 27001, and PCI DSS certifications, applies at the infrastructure level and is available via AWS’s shared responsibility documentation.
Authentication and access control
User authentication uses OAuth 2.0, the industry-standard authorization protocol. Lative does not store user passwords. Access tokens are issued, scoped, and expired according to OAuth 2.0 grant flows, which means credential management happens through your existing identity provider rather than through a separate Lative account system.
Single Sign-On (SSO) via your organization’s existing IdP can be configured for enterprise accounts.
Data access within the platform follows role-based permissions. Your RevOps analyst accessing funnel data sees a different scope than someone running board-level pipeline analysis. Access is scoped to the data a role actually needs, not to the full data lake.
This matters when finance and marketing are both operating on the same platform: your CFO’s financial modeling view does not expose the individual-level lead data that lives in marketing’s operational reports.
Data encryption
All data is encrypted at rest using AES-256, the same encryption standard used by financial institutions and government agencies for sensitive data storage. All data in transit is encrypted using TLS 1.2 or higher, covering every API call between your CRM, marketing automation platform, and Lative’s data warehouse. There is no window where customer data travels unencrypted between systems.
Encryption keys are managed separately from the data they protect. A key compromise does not expose data, and a data exposure does not expose keys.
Compliance posture
SOC 2 Type II certification is the standard by which enterprise software buyers evaluate whether a vendor’s security controls actually work over time, not just on the day an auditor visits. SOC 2 Type II covers the five Trust Services Criteria: Security, Availability, Processing Integrity, Confidentiality, and Privacy.
ISO 27001 certification covers the organization’s information security management system, including how security risks are identified, assessed, and treated across the full organization, not just the technical stack.
Infrastructure monitoring runs continuously via AWS CloudWatch, with real-time alerting for anomalous activity, performance degradation, and security events. Incidents are logged, escalated, and tracked through a defined response process, not managed ad hoc.
Secure software development lifecycle (SSDL)
Lative follows a Secure Software Development Lifecycle (SSDL) process, which means security review is built into how the platform is built, not applied after the fact. Code changes go through automated security testing, dependency vulnerability scanning, and peer review before they reach production. Penetration testing is conducted on a defined schedule.
Third-party dependencies are tracked and updated according to a vulnerability management process. When a critical CVE affects a dependency in the stack, remediation is tracked against a defined SLA, not left to the next release cycle.
Data model integrity: why revenue-grade accuracy matters for security
Most security reviews focus on access control and encryption. The data integrity question is equally important for a revenue intelligence platform: can you trust that the numbers the platform produces are accurate, and can you verify them?
Lative’s data model uses bi-temporal data architecture, which records both what was true at any point in time and when that fact was recorded. Every pipeline figure, every conversion rate, and every attribution calculation is traceable back to the underlying records that produced it.
An executive who questions a pipeline coverage number can drill to the individual opportunity records behind it and see exactly how the calculation was made. There is no black-box aggregation layer that produces a figure that cannot be audited.
This is both a trust argument and a compliance argument. For companies operating under revenue recognition standards or with board-level reporting obligations, the ability to trace an executive dashboard figure to an auditable source record is a requirement, not a preference.
What this means for the security review
When Trulioo‘s IT and legal teams evaluated Lative as part of their onboarding review, the process completed in under a week with no custom compliance documentation required beyond the standard AWS certification package. The architecture answers the standard enterprise security questions before they are asked.
The short version for the security team: Lative runs on AWS with OAuth 2.0 authentication, AES-256 encryption at rest, TLS encryption in transit, role-based access control, real-time CloudWatch monitoring, and an SSDL process that treats security as a development requirement rather than a post-release audit. SOC 2 and ISO 27001 status should be confirmed with Lative’s team before vendor approval.
For you as the CMO bringing this into the executive conversation: this is the platform your CFO and legal team will sign off on, because it was built to meet enterprise security requirements from the start, not retrofitted to pass a review. For an overview of how the platform is structured, that post covers the full architecture and data model.
Security Review Holding Up Your Rollout?
If your security review process is the bottleneck between you and a unified GTM data foundation, talk to the Lative team about your specific requirements.
Lative Team — Lative is the AI-native GTM platform that connects marketing intelligence to sales capacity planning on one shared data foundation.
