Case Study: Large Financial Services Group achieves unified information governance with ZL Technologies

Large financial services group leverages ZL UA to complete massive legacy data migration and solve eDiscovery and file management issues

Large Financial Services Group, one of the top 5 U.S. financial services firms, needed a better way to manage rapidly growing email and file data across multiple legacy systems. Its StoredIQ and Zantaz EAS environments created challenges around retention, storage costs, eDiscovery, records management, and scaling, prompting the company to look for a single, more unified governance platform from ZL Technologies.

ZL Technologies implemented ZL UA with Discovery Manager, File Archiving, and migration services to consolidate email and file governance into one scalable platform. ZL migrated 2.7 billion messages/documents from legacy systems, applied granular retention and deduplication, improved search and eDiscovery, and enabled WORM compliance, delivering a minimum migration accuracy rate of 99.95% and extensive defensibility documentation.