Customer Success Stories

Thousands of businesses use Egnyte to boost productivity, reduce complexity, and protect their data. Explore some of their stories below.

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Wealth Management Firm Asserts Strong Oversight of Clients’ Financial Data

Egnyte’s security, activity alerts, and integration with Practifi via Salesforce streamlined permissions management–and the firm’s growth.

PIB Group Consolidates Terabytes of Data from Dozens of Acquisitions

Insurance firm migrates data to a central repository for easy management and governance–without disrupting workflows.

The Colony Group Unifies Financial and Private Data

The RIA migrated data from many isolated sources into one environment. Now they’re working in sync and serving clients better.

SouthStar Bank Takes Data Security and Control to New Heights

Egnyte helps SouthStar to locate and control sharing of sensitive information without inhibiting collaboration.

How The Riverside Company Adopted Egnyte to Streamline Procedures

Unlocking workflow efficiencies through integrations.

How Rockbridge saves 30 hours per week on data governance with Egnyte

Rockbridge frees up IT resources by automating sensitive content identification with Egnyte Protect.

How GP Bullhound maintains GDPR compliance with Egnyte

Find out how GP Bullhound monitors unusual behavior that result in increased data security. Find out how they use premission reporting to…

CRM Integration with Egnyte simplifies user experience for EP Wealth Advisors

Egnyte partnered with Practifi to help small firm with big ambitions who want to run their business through one source.

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