Financial Services Firm Transitions from Azure AD B2C to Okta CIC

Overview

Catalyst is transitioning from Azure AD B2C to Okta Customer Identity Cloud (Auth0) to modernize its Customer Identity and Access Management (CIAM) solution. The initial phase focuses on replacing Azure AD B2C for the Loan Part Exchange (LPX) and CECLution applications, introducing seamless registration, centralized authentication, single sign-on (SSO), multi-factor authentication (MFA), and branded user experiences. Future phases will expand integration to additional applications like Transact and consolidate MFA for all customer touchpoints, ensuring a scalable and secure CIAM ecosystem.

The Challenge

- Branding inconsistencies across Azure B2C login, emails, and application URLs.

- Multiple disjointed registration and Terms & Conditions flows.

- CECLution lacking MFA compared to LPX, creating inconsistent security.

- Dependency on Azure B2C with complexity in migration (passwords cannot be exported).

- High operational overhead in managing multiple identity silos.

The Solution

Phase 1: Replace Azure AD B2C with Okta CIC (Auth0) for LPX and CECLution:

- Centralized directory and single identity for both apps.

- Fully branded login, error pages, and communication templates.

- Self-service registration, password resets, and profile updates.

- Secure authentication with optional MFA.

- Unified SSO across applications.

- User migration via bulk import or Auth0 APIs, with password reset or lazy migration.

Future Phases:- Expand integration to additional apps (e.g., Transact).- Consolidate MFA into a unified adaptive solution.- Centralize user management and access policies.- Ensure scalability and compliance with evolving security needs.

The Impact
Smooth Migration to Okta CIC
Smooth migration from Azure B2C to Okta CIC with minimal user disruption.
Consistent Branding and Login Experience
Consistent branding and streamlined registration/login flows across all applications.
Consistent Branding and Login Experience
Enhanced user experience through single sign-on and simplified account recovery.
Simplicity
Enhanced User Experience
Customer Satisfaction
Enhanced User Experience
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The Outcome

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Smooth migration from Azure B2C to Okta CIC with minimal user disruption.
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Consistent branding and streamlined registration/login flows across all applications.
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Enhanced user experience through single sign-on and simplified account recovery.
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Clear communication and support plan to guide users during migration.

Partner Ecosystem

Companies we work with

“Trevonix brought the industry experience, technology expertise and proven best practices necessary to transform our legacy infrastructure to a standards-based, scalable architecture.”
Allica Bank
Head of IAM
Barclays
“They very quickly managed to get a grasp of the legacy product and the target design, which has helped to deliver this release with top quality, where we have zero post release incidents, which is a rare feat for a release of this massive complexity.”
"Big 4" UK Brand
Identity Product Owner
“We expected performance improvements, but the strategic implementation delivered unprecedented operational excellence.”
José Morales
Head of Innovation
“We expected performance improvements, but the strategic implementation delivered unprecedented operational excellence.”
José Morales
Head of Innovation
“We expected performance improvements, but the strategic implementation delivered unprecedented operational excellence.”
José Morales
Head of Innovation
“We expected performance improvements, but the strategic implementation delivered unprecedented operational excellence.”
José Morales
Head of Innovation
“We expected performance improvements, but the strategic implementation delivered unprecedented operational excellence.”
José Morales
Head of Innovation
“We expected performance improvements, but the strategic implementation delivered unprecedented operational excellence.”
José Morales
Head of Innovation
“We expected performance improvements, but the strategic implementation delivered unprecedented operational excellence.”
José Morales
Head of Innovation
“We expected performance improvements, but the strategic implementation delivered unprecedented operational excellence.”
José Morales
Head of Innovation
“We expected performance improvements, but the strategic implementation delivered unprecedented operational excellence.”
José Morales
Head of Innovation
“We expected performance improvements, but the strategic implementation delivered unprecedented operational excellence.”
José Morales
Head of Innovation
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