Case Study: Brinker Capital achieves rapid social media compliance and secure customer communications with Proofpoint

Brinker Capital - Customer Case Study

Brinker Capital, an investment management firm in Berwyn, PA, needed to use Salesforce Chatter to better engage advisors while meeting SEC and FINRA retention and eDiscovery rules. Their initial archiving vendor was complex to manage and offered no easy cross-source search or simple cloud deployment, so the firm sought a solution that reduced IT burden, integrated existing archives, and guaranteed compliant capture of social communications.

They deployed Proofpoint Archiver for Chatter (part of the Proofpoint Social Platform), which was configured in about an hour and converts Chatter posts to email in real time—capturing deleted content, full conversation threads, and enabling policy-based controls and unified search across social channels. The result was expanded, compliant use of social tools, simplified compliance and eDiscovery, and a future-proof, cloud-based archiving solution that improved customer communications.

Brinker Capital

Brendan McConnell

Chief Operating Officer