About the Client
The client, a financial management company, had a global team operating in the US and offshore locations. They required a secure and efficient platform for team collaboration and document sharing while maintaining compliance with financial data regulations.
The Challenges
- Disjointed Communication: Team collaboration tools were inconsistent, leading to inefficiencies and miscommunication.
- Data Security Risks: The lack of robust security controls posed a risk of data breaches, especially for sensitive financial documents.
- Compliance Needs: The company needed to ensure compliance with data protection regulations across all communication and document-sharing platforms.
