Case Study: Mariner Wealth Advisors strengthens zero trust email security with Material Security

A Material Security Case Study

Preview of the Mariner Wealth Advisors Case Study

Safeguarding Employees and Clients at Mariner Wealth Advisors with Zero Trust Email Security

Mariner Wealth Advisors, a financial services firm, needed a stronger way to protect highly sensitive client and business data across email while dealing with frequent spear phishing attempts and a complex environment spanning both Microsoft 365 and Google Workspace. To harden its security posture, the company turned to Material Security and its email security and posture management capabilities.

With Material Security, Mariner implemented automated phishing remediation, advanced detections, data protection for email, and a single posture management view across cloud tenants. The results included cutting incident response and remediation time from hours to minutes, reducing manual monitoring work, improving visibility into risk for better prioritization, and creating a more zero-trust email environment that limited exposure even in the event of an account takeover.


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Mariner Wealth Advisors

Chris Cook

SVP Technology


Material Security

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