Case Study: Wealth Management Firm achieves stronger data security and access control with Egnyte

Wealth Management Firm Asserts Strong Oversight of Clients’ Financial Data

Wealth Management Firm, a US-based financial services company handling highly sensitive client data, struggled to manage access permissions and security across employees, contractors, and vendors while using Microsoft SharePoint and OneDrive. The firm needed a better way to control who could see client documents, simplify onboarding, and reduce IT headaches, so it turned to Egnyte and its secure data governance capabilities.

Egnyte implemented permissions management, secure client upload links, Salesforce/Practifi integration, and automated security alerts to streamline access control and monitor suspicious activity. As a result, Wealth Management Firm gained full visibility into file access, eliminated time-consuming manual auditing, improved onboarding, and strengthened security posture; the firm also reported smooth adoption and support, and said Egnyte helped support its growth as it doubled in size.