Case Study: Patersons Securities achieves secure, compliant, paperless collaboration with BlackBerry Workspaces

Patersons Securities - Customer Case Study

Patersons Securities Limited is a long-established Australian wealth management and corporate finance firm with about 350 employees and offices across the country. Handling billions in market-sensitive data and running highly collaborative, document-heavy corporate actions, the firm faced strict regulatory requirements (Notifiable Data Breaches, GDPR, ASIC), cumbersome email-based workflows, lack of version control and auditability, and a strategic goal to move to a paperless, mobile-enabled way of working.

The firm deployed BlackBerry Workspaces to secure and streamline document sharing: granular file controls, access revocation, versioning, and full audit trails that show who accessed or agreed to conditions. The result was stronger compliance and easier proof of control, faster collaboration with clients and internal teams (fewer email chains), board adoption for paperless meeting packs, measurable efficiency savings, and a clear path toward integrating Workspaces with DocuSign and SharePoint to support broader paperless processes.

Patersons Securities

Darren Michael

Chief Information Offcer