Our client is one of the world’s leading financial services providers. In addition to its strong presence in the UK, the company has offices in Europe, United States, and Asia and works with over 1,500 partners throughout the world.

The company offers a Windows®-based application to external financial advisors, trust managers, brokers, and other third-party business partners, through which they place transactions (buy and sell securities, stocks, bonds, mutual funds, etc.). The application transmits files over public networks to a central UNIX server, which then executes the transactions through the company’s various trading systems. After the transactions clear, the server returns confirmation to the appropriate partner’s application.

In 2007, the company was preparing a third release of this Windows-based system with new features. The Data Security & Compliance Committee determined that the data being exchanged was sensitive in nature; therefore, strong data protection was needed to meet internal standards.

The company was looking for a cost-effective way to securely exchange sensitive data with their partners, a method that would expand with their business over time. PartnerLink was a natural choice based on its ability to seamlessly integrate with existing applications, allowing daily operations with partners to continue without interruption.

PartnerLink allows the company to distribute an unlimited number of SecureZIP Partner licenses, at no cost to partners. And, they are able to extend their security policies, regardless of the number of endpoints or computer environments involved in the exchange.

In the end, the company eliminated the exposure risk of confidential financial and personal information of a large number of influential customers and partners. Through the deployment of this data-centric solution, the company was also able to secure this information in a cost-effective manner with minimal technical integration efforts.