Case Study: The Colonial Companies secures data and streamlines cloud email migration with Proofpoint

Colonial Companies Defends Data and Migrates to Cloud With Proofpoint

Colonial Companies, a Fort Worth–based financial services firm managing over $23 billion in residential mortgage loans, needed to secure a hybrid email environment during a move to the cloud while protecting employees, intellectual property, and brand reputation. Facing up to 40 business-email-compromise and phishing attempts daily and occasional employee attrition, the small IT team sought simpler administration and better visibility into insider risk and departing-employee data exfiltration.

Colonial deployed a suite of Proofpoint solutions — including Insider Threat Management (now cloud-native), Targeted Attack Protection with URL Isolation, Threat Response Auto-Pull, Data Loss Prevention, Email Fraud Defense/DMARC, and Security Awareness — to gain single‑view alerts, contextual screenshots, and automated remediation. The result: stronger defenses against BEC and spoofing, prevented sensitive data loss from departing staff, faster insider investigations, automated incident response that saved the lean IT team time, and a secure path to cloud email.

The Colonial Companies

Dakota Reynolds

Information Security Threat Analyst