Customer Success Stories
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Clearstead Pairs Rapid Growth with Strong Security and Compliance
With Egnyte’s unified content environment and security and governance functionality, the financial firm addressed critical regulatory expectations.
Carson Group Centralizes Content Management for Stronger Collaboration and Governance
By integrating Egnyte and Salesforce, the RIA established a single source of truth for full data control and seamless collaboration.
Wintrust Transcends Secure Sharing to Achieve True Data Governance
With Egnyte, the financial holdings firm added structure to its data, ensured discovery, and established a culture of data ownership.
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.
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