Case Study: Mortgage Investment Firm achieves proactive PII protection and regulatory compliance with Virtru

Mortgage Investment Firm Takes a Proactive Approach to Protecting PII and Addressing Privacy Regulations Using Virtru

Mortgage Investment Firm, a US-based investment manager focused on real estate–backed loans and securities, needed to protect clients’ PII across routine financial workflows and comply with privacy laws like GDPR and the CCPA without disrupting staff. After evaluating options, the firm selected Virtru—leveraged alongside Microsoft Outlook—to secure sensitive email communications while keeping the solution easy to use and light on IT support.

Virtru was rolled out firm-wide, with every employee using it for sensitive email exchanges and benefiting from access controls such as message recall, expiration, and simple on/off toggling in Outlook. The Virtru deployment improved the firm’s compliance posture for CCPA/GDPR and future state privacy laws, reduced operational friction, boosted client trust and loyalty, and became a competitive selling point when sharing confidential information.