Consulting for Marketing Agencies: Security, Compliance, and AI





Enterprise clients push their own privacy obligations down to agencies through DPAs, alongside GDPR and the state privacy laws modeled on CCPA. We map the client data you actually hold, align your controls to the DPA terms you have signed, and document both before a procurement review asks.
Security questionnaires stall more agency-of-record deals than creative work ever does. A SOC 2 report answers most of a questionnaire before it arrives, and enterprise procurement teams increasingly ask for one by name. BD Emerson performs SOC 2 examinations directly through its CPA attest arm, and scopes the examination to the systems that touch client data.
The stack itself carries the risk. We secure HubSpot and CRM implementations, work we know from years alongside HubSpot partner agencies, and we audit the pixels, tags, and consent flows on the ad side, because a tracker firing before consent is a regulator's easiest case. The result is a stack your account teams can run without creating liability your clients never agreed to.
In the dynamic world of B2C marketing, this marketing firm has always been driven by creativity and results. However, as data becomes the lifeblood of marketing campaigns, the firm faced increasing demands from clients to ensure the security and privacy of their data. Recognizing the need to instill trust, the firm embarked on a journey to overhaul its security and privacy infrastructure.
While the firm excelled in delivering marketing results, it had minimal security or privacy controls in place. Clients, wary of data breaches and privacy concerns, sought assurances that their data would be handled with the utmost care and security. The challenge was not just technical but also reputational.
BD Emerson, with its expertise in cybersecurity and compliance, partnered with the marketing firm to address this multi-faceted challenge:
Vanta as Control Plane: BD Emerson implemented Vanta as a central control plane, providing a holistic view of the firm's security posture and facilitating the rapid deployment of security measures.
Security Controls: Comprehensive security controls were put in place, including:
Trust Center: Beyond technical measures, BD Emerson built a Trust Center for the marketing firm through Vanta. This transparent platform displayed the firm's compliance and security levels, allowing clients to verify the firm's commitment to data protection. This transparency was pivotal in instilling trust.
The impact of these measures was immediate and profound. In the subsequent quarter, the marketing firm witnessed a 12% increase in revenue, which they directly attributed to the Trust Center and the confidence it inspired in their clients.