At SurgeONE, we’ve always believed that technology alone isn’t enough to manage compliance in a rapidly changing world. Real progress comes when deep expertise and advanced AI work together, and with the new SurgeOne, that vision is becoming reality.
This release is more than a feature update. It marks the foundation of what we see as the next generation of compliance and cyber management, which is expert-led, intelligent by design, and built for scale.
For years, compliance professionals have had to navigate a maze of disjointed tools, each for vendor management, attestations, and cybersecurity. SurgeONE next gen brings it all together with a completely redesigned platform and a new Partner & Consultant Portal that gives users a “single pane of glass” view across all their clients or business units.
From a single dashboard, you can now view audits, attestations, vendor data, and KPIs - everything you need to understand risk and readiness in real-time.
It’s a new operating system for compliance.
This release deepens our commitment to what we call expert-led AI, because true automation doesn’t replace human judgment, it amplifies it.
Every AI-driven process in SurgeONE now includes an “expert in the loop”, meaning human consultants can review, validate, and sign off on results directly within the platform. Whether it’s a policy gap analysis or a vendor due diligence review, AI handles the heavy lift, while seasoned professionals ensure every decision stands up to regulatory scrutiny.
That’s the future of responsible AI in compliance: intelligent systems, governed by experts.
The new SurgeOne also introduces major upgrades under the hood:
Together, these improvements move SurgeONE beyond being a platform; it’s a full compliance operations hub.
Our most exciting advance is the introduction of agentic AI workflows. Through our integration with Credio, SurgeONE can now deploy specialized AI agents that execute defined compliance tasks, like logging into third-party systems, checking filings, or triggering reminders with full auditability.
It’s powered by Model Context Protocol (MCP), a breakthrough standard that lets AI systems interact with other applications securely. This allows our agents to connect across environments like Salesforce, regulatory portals, and internal systems, doing the work that normally requires dozens of manual steps.
These agents don’t replace your team; they extend it. They’re tireless, precise, and fully accountable, and they’re redefining what compliance automation can be.
Compliance no longer lives in isolation from cybersecurity, and our clients shouldn’t have to choose between the two. SurgeONE next gen unifies them.
The platform now detects AI and SaaS usage patterns across your firm, helping you identify unauthorized tools and risky behavior before they become incidents.
It’s visibility, no other compliance system offers, because no other platform bridges cyber and compliance at this depth.
We’re building SurgeONE to be multi-cloud and client-controlled, so your data can live wherever you need it to, whether in our environment or yours. Flexibility and transparency are no longer optional; they’re the new standard for trust.
The launch of the new SurgeOne marks an inflection point. We’re no longer talking about “adding AI” to compliance; we’re building compliance systems around AI. And just as importantly, we’re building them around the experts who make the industry work.
At NSCP 2025, we’ll be showcasing the new platform, meeting with firms and partners who share our vision for a smarter, safer, more connected future for compliance and cyber.
Let’s reimagine what compliance can be together.
- Sid Yenamandra, Founder & CEO - SurgeOne