About the Client
Our client is a leading financial services organization managing the investment portfolios of High Net-Worth Individuals (HNWIs) across the U.S., Europe, and several other countries.
Challenges
- Fragmented data management due to legacy systems.
- Difficulties in data classification and security vulnerabilities.
- Limited data visibility hampered investment decisions.
- Compliance with regulations like GDPR.
Solutions
- Deployed Microsoft Fabric and Microsoft Purview for automated data classification and improved visibility.
- Implemented encryption, access controls, and real-time monitoring.
- Built a secure API layer using Microsoft’s Zero Trust framework for enhanced compliance and protection.
Results
- Achieved GDPR compliance, reducing risk of regulatory penalties up to €20 million, or 4% of company’s turnover.
- Improved data security and traceability.
- Enabled faster, insight-driven investment decisions and better cross-team collaboration.
- Realized a 10% increase in business growth by turning compliance into a strategic advantage.
Download the full case study to learn more.