Case Study: Peak Trust achieves secure client financial data protection and prevents data breaches with Keeper Security

Peak Trust Selects Keeper to Secure Clients’ Private Financial Data and Help Prevent Data Breaches

Peak Trust, an independent trust company that handles highly sensitive personal and financial client data, faced "password anarchy" — employees used a mix of spreadsheets and various password tools with no centralized control, making audits against FFIEC standards difficult. To address this, Peak Trust selected Keeper Security’s password management solution (Keeper) to centralize credential storage, enable shared team folders, and tighten password hygiene across the organization.

Keeper Security deployed its zero-knowledge password manager with centralized admin controls, shared folders, auto-generated strong passwords and an admin console for reporting. The rollout was seamless, new hires are onboarded with Keeper, password-reset requests dropped from commonplace to nearly nonexistent, FFIEC assessment reporting is faster, and the platform drove cultural adoption across employees and even a sister company — delivering measurable time savings and a stronger security posture.

Peak Trust

Donn Lassila

Chief Compliance/AML Officer