Case Study: Leading Global Financial Services Firm achieves seamless access and improved information governance with Egnyte

Leading Global Financial Services Firm - Customer Case Study

A leading global investment and financial services firm with 500+ staff across 20+ offices needed to move beyond a Citrix-era, email-and-attachment way of working. The company sought seamless, secure access to files for on-site and mobile employees and external partners, while meeting strict regulatory and information-governance requirements and supporting varied regional hosting models.

The firm implemented Egnyte as a hybrid content platform (on‑prem appliances in London/New York plus Egnyte cloud access), migrating users’ “My Documents” first and enabling file sync across devices and Office 365 integration. The result is a single source of truth with secure external access, stronger governance conversations and regulatory support (e.g., retention), and IT freed from low‑level infrastructure work so it can focus on adding business value—adoption continuing incrementally via internal champions.