Case Study: The Colony Group achieves stronger collaboration and data protection with Egnyte

The Colony Group Unifies Financial and Private Data with Egnyte to Enable Secure and Efficient Collaboration

The Colony Group, one of the largest independent registered investment advisors in the U.S., needed to break down data silos spread across 21 offices and multiple legacy systems so teams could collaborate more effectively and better protect sensitive financial and client information. The firm turned to Egnyte to create a centralized environment for storing, accessing, and sharing content.

Egnyte helped The Colony Group migrate data into one unified platform with an easy, disruption-free user experience. The result was faster file access, simpler collaboration, stronger content governance, and easier compliance reporting, including quick sensitive-content searches and access audits. Egnyte also integrated with Salesforce, enabling client teams to retrieve records in real time and deliver faster service, while merger teams adopted the system within hours.

The Colony Group

Ashley Ayala

IT Project Manager