Case Study: CAPTRUST achieves seamless, VPN-free remote work for 700 employees with Zscaler Zero Trust Exchange

CAPTRUST Enables Work-from-Home with the Zscaler Zero Trust Exchange

CAPTRUST is a Raleigh-based investment advisory firm with 700 employees that needed to move 683 staff to a secure work‑from‑home setup when their legacy VPN repeatedly failed (notably during a 110°F outage) and business continuity became critical amid the COVID‑19 pandemic and ongoing M&A activity. The firm needed scalable, reliable remote access that wouldn’t degrade user experience or slow client service.

CAPTRUST implemented the Zscaler Zero Trust Exchange—using Zscaler Internet Access (ZIA) and Zscaler Private Access (ZPA)—to replace the VPN, provide web filtering and private application access, and integrate with partners like Microsoft and CrowdStrike for stronger endpoint security and threat detection. The result: 700 users gained seamless private app access, immediate onboarding for newly acquired employees, improved resilience for BCP/DR, and uninterrupted client service.

CAPTRUST

Jon Meyer

Chief Technology Officer