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
Want to be a part of Trevonix family?
See our Careers
See our Careers

The Outcome

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

Partner Ecosystem

Companies we work with

"A tailored IAM solution delivered where others failed. Strong technical expertise, reliability, and a proactive approach resulted in a far more efficient system. Looking forward to future engagements."
Marketing Effectiveness Platform
Director, Cybersecurity & Privacy
Barclays
"Trevonix keeps us ahead of IAM trends and evolving compliance standards. Their expertise ensures we stay aligned with the latest technologies and industry protocols."
Manufacturing Company
Head of IT
"The pilot demonstrated clear value, saving time, reducing costs, and improving the shopfloor experience. A practical approach that helped identify the right solution quickly."
Retail Chain
Head of IT
"Trevonix turned a stalled PAM deployment into a secure, well-governed capability, eliminating shared passwords, strengthening controls, and improving audit visibility."
UK University
Head of IT
"Trevonix delivered a phased, low-disruption migration, enhancing our CIAM with modern features, seamless integrations, and a smooth customer transition."
Product Company
Owner
“Trevonix’s commitment to proof of concept and maintaining business continuity during implementation demonstrated their value as a trusted technology partner.”
Cinema Operator
Head of IT
“Trevonix rapidly integrated critical systems and implemented a 1-Day Leaver control, significantly strengthening our security posture.”
Energy Company
Head of IT
“Trevonix transformed our IGA onboarding with speed, structure, and automation, turning fragmented processes into a governed, audit-ready capability with measurable global impact.”
Bank
Head of IT
“Trevonix brought strong domain expertise and best practices to transform legacy systems into scalable architecture. Their ability to deliver complex, end-to-end, multi-vendor solutions set them apart.”
Consulting Company
Head of IT
“Trevonix delivered seamless integration across legacy and modern systems. Their commitment to proof of concept and business continuity demonstrated real partnership and ensured a smooth implementation.”
Government Organisation
Head of IT
“Trevonix implemented a flexible, cloud-first identity platform in weeks, improving security and customer experience. Their work simplified our architecture and delivered progress we didn’t think possible in 12 months.”
José Morales
Digital Asset Management Company
“Trevonix combined deep expertise and best practices to modernise our legacy infrastructure into a scalable architecture. Their ability to deliver complex, multi-vendor systems made them the strongest value partner.”
British Bank
Head of IAM
right arrow icon

Our Clientele

More from Trevonix

Learn more about our work, partnerships, and opportunities
Trusted Partnerships
Collaborate with a network of technology and solution partners.
Explore Further
Explore Further
Join Our
Talent-Driven Team
Explore opportunities to grow, innovate, and shape the future of IAM.
Apply Now
Apply Now
Proven Impact,
Real Results
Discover how organisations have transformed their IAM landscape.
Know More
Know More
Govern.
Control.
Protect.
Secure identities.
Simplify access.
Manage continuously
Govern.
Control.
Protect.
Secure identities.
Simplify access.
Manage continuously.

See It in Action

See how our approach works in real scenarios, not slides.
Book an IAM consultation to experience solutions shaped by real world use cases.