How IBM Ensured Clean Desk Compliance & Data Security for a Leading BFSI Client
Client: IBM (on behalf of Bank of Montreal)
Industry: BFSI (Banking, Financial Services, and Insurance)
Date: July 2024
Solution: Clean Desk Policy Monitoring, Environmental
DLP (Data Loss Prevention), Zero Trust Security

Rajnish Kumar
Co-founder, CEO
The Challenge: Security Without Compromise
In July 2024, IBM needed to help one of its key clients—Bank of Montreal—strengthen remote workforce security. The bank operates in a tightly regulated environment, where compliance with PCI DSS (Payment Card Industry Data Security Standard) is critical.
The challenge? They needed a solution that could monitor remote workspaces for data risks and enforce clean desk practices, without capturing any biometric images of employees—respecting privacy while maintaining security.
The Goal: Zero Trust, Full Confidence
IBM’s mission was clear:
- Enforce a Zero Trust Policy—never assume trust, always verify.
- Ensure Clean Desk Policy adherence at all remote locations.
- Avoid using sensitive personal data (like facial biometrics) in the process.
The Solution: RemoteDesk’s Smart, Privacy-First Monitoring
IBM chose RemoteDesk to implement a flexible yet powerful solution that aligned perfectly with these needs:
- Environmental DLP Monitoring: RemoteDesk checked for suspicious mobile device usage, employee presence and potential shoulder surfing events in remote workspace that could lead to data exposure.
- Clean Desk Compliance: The system helped verify that employees followed strict remote workspace compliance rules, reducing risk of data leaks.
- Non-Biometric Setup: RemoteDesk’s monitoring worked without collecting facial images, ensuring employee privacy was fully respected.
The Outcome: Secure, Compliant, and Respectful of Privacy
With RemoteDesk, IBM delivered a solution that:
- Met PCI DSS requirements with minimal intrusion.
- Supported Bank of Montreal’s Zero Trust framework.
- Provided peace of mind to both clients and remote employees.
- Proved that privacy and security can go hand-in-hand in today’s remote work era.
Conclusion:
In a world where data protection is non-negotiable, IBM showed that with the right technology, you can build secure systems that protect not just information—but also the people handling it.