Case Study: Simplicity Credit Union achieves unified hybrid management and member-data protection with Forcepoint

Simplicity Credit Union - Customer Case Study

Simplicity Credit Union is a not‑for‑profit financial cooperative in Marshfield, Wisconsin, serving over 23,000 members with assets of more than $225 million across seven locations. With a small IT team, the banking organization needed to protect member PII and simplify management and reporting across a hybrid on‑premises and cloud environment.

Building on Forcepoint Email Security — which already prevented a large-scale phishing attempt — Simplicity expanded to Forcepoint Data Security and Web Security in a hybrid deployment that consolidated cloud and on‑premises management into a single console. The unified solution reduced duplicated work, saved IT time, prevented accidental PII exposure through automated flags and encryption prompts, and freed staff to focus on innovation and strategic projects.

Simplicity Credit Union

Thomas Frank

System Administrator