Case Study: Large Financial Services Company achieves secure remote data collaboration with Fortra

A Fortra Case Study

Preview of the Large Financial Services Company Case Study

Large Financial Services Company Secures Data Across Remote Workforces with Secure Collaboration

A large financial services company, one of the 10 largest banks in the U.S., needed a better way to protect sensitive financial data as employees worked remotely and used personal devices. Its legacy perimeter-based security approach was no longer enough for a borderless IT environment with BYOD, mobile work, and cloud collaboration.

Fortra addressed this with Digital Guardian Secure Collaboration, a SaaS data security solution that encrypts files, applies granular access policies, and integrates with tools like Box, Microsoft, Dropbox, SharePoint, and others. The result was secure file sharing across devices and cloud apps with automatic protection, real-time policy control, and audit visibility, helping reduce risk across a much broader attack surface.


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