Case Study

A financial services firm drove business transformation by creating one tamper-proof archive for compliance and cost predictability.

Vaultastic transformed from a fragmented and costly legacy system to a secure single source of truth thereby being in an always-ready compliance state while minimizing long term technology costs.

About the Company

Location: N/A
Industry: Financial Services
Users: 150+
Data volume: 3 TB
Operations: Offers a range of investment and advisory services across regional markets.
Existing systems: Microsoft 365

Why now?

As teams scaled and volumes of data grew, it created data retention challenges, putting operational continuity and data access at risk.

The Difference Vaultastic Made

Before Vaultastic

  • Fragmented storage and limited control slowed access and delayed critical decisions
  • Sensitive data exposure to outsiders heightened privacy risks and compliance vulnerabilities
  • Critical data types like OneDrive, Teams, and SharePoint remained outside retention, widening compliance gaps
  • Inefficient and fragmented data solutions made every audit stressful and risky
  • Rising costs for long-term retention drained budgets without flexibility

After Vaultastic

  • Secure role-based and self-service access gave teams control and speed in retrieving critical information
  • A secure single source of truth assured privacy with role-based access, boosting compliance readiness
  • The single source of truth unified email, drives, and collaboration data, closing compliance gaps
  • Always audit-ready with rapid discovery, reducing stress and strengthening regulatory confidence
  • Automated lifecycle management with optimized storage tiers delivered up to 60% savings

Lack of centralized oversight was exposing the business to risk

The absence of tamper-proof retention left the firm exposed to risks, missed compliance targets, and potential regulatory penalties.

Unarchived platforms like OneDrive, Teams Chat, and SharePoint widened compliance gaps and left critical data unprotected

Reliance on external providers to retrieve records created privacy risks and increased the chance of data leaks.

Fragmented retention inflated storage costs and forced IT teams into constant firefighting.

Audit cycles became stressful and unpredictably slow as scattered records made accurate, timely responses nearly impossible.

Behind the results: How targeted implementation drove business-level change

Migrated legacy data to a centralized store, eliminating fragmented information record-keeping and making information readily accessible

Under the Vaultastic hood               Business transformation
Archived emails, drives, and collaboration data into a secure, tamper-proof repository Efficient data management and complete control over records allowed leadership to focus on core business priorities
Centralized live and legacy records into one compliant archive Created a reliable single source of truth that improved decision-making and reduced audit disruption
Automated retention with zero-touch archival Increased efficiencies and liberated the IT team from repetitive tasks, enabling focus on core business priorities
Enabled secure self-service access for audits and retrievals Reduced audit timelines from weeks to hours, lowering operational stress and building trust with regulators
Optimized storage with tiered retention layers Delivered up to 60% cost savings, improving budget predictability and financial planning

Why Vaultastic was the right fit

These results were made possible by Vaultastic’s secure and auto-scale platform, designed to handle high-volume information archival, helping
create a scalable repository of information records and assets.

Automated archiving preserved every record with zero-touch accuracy, ensuring regulator-ready compliance.

eDiscovery-enabled archive enabled faster, more accurate retrieval of records during audits.

A tamper-proof single source of truth simplified audits and reduced compliance stress.

Secure self-service access eliminated reliance on external providers and gave teams full control.

Bulk migration tools ingested terabytes of historical data quickly and securely

Beyond technology, Vaultastic made the transition smooth and kept operations stable.

Beyond onboarding, the ongoing partnership provided lasting assurance of data privacy and compliance readiness.

Rapid support ensured audit and compliance checks could be met without stress.

The Vaultastic team guided adoption step by step, minimizing operational disruption during the transition.

We stayed responsive to audit timelines and compliance requirements, giving leadership confidence.

Adoption was made seamless by aligning with the firm’s business and regulatory priorities.

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