Case Study: Raymond James achieves automated identity governance and reduced risk with SailPoint Technologies

Raymond James reaps the benefits of identity governance

Raymond James Financial, a diversified U.S. financial services firm, was relying on legacy tools and manual processes to manage user access as employees, applications, and data scaled. This outgrew their identity management capabilities and created operational, risk, and audit/compliance challenges.

Partnering with SailPoint, Raymond James matured and automated its identity governance—streamlining role and policy models, access certifications, provisioning, and requests—and extended governance to file shares, SharePoint, and Exchange. The program delivered full visibility into sensitive data, improved detection and prevention of inappropriate access, faster provisioning, reduced risk, and demonstrable compliance with regulatory and audit requirements.

Raymond James

Jeff Brouette

Manager of Identity and Access Management Engineering