Case Study

A financial services firm transformed from a fragmented and risky system to a secure, centralized archive

Vaultastic automated archival of aging data into a tamper-proof single source of truth, ensuring audit-ready compliance and predictable storage costs.

About the Company

Location: N/A
Industry: Financial Services
Users: 150+
Data volume: 5 TB
Operations: Provides diversified financial 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

  • IT teams trapped in endless manual downloads to manage storage limits
  • Critical records were exposed to the risk of accidental or malicious deletions
  • Bloated storage consumption inflated subscription costs
  • Audits turned into stressful, error-prone hunts for scattered data
  • Historical data buried in silos and locked behind IT bottlenecks

After Vaultastic

  • Automated archival eliminated manual effort, freeing IT for higher-value work
  • Secure and tamper-proof archive guaranteed permanent protection and boosted compliance confidence
  • Optimized tier based storage system delivered predictable long-term savings
  • Always audit-ready archive enabled fast, regulator-ready discovery
  • Secure role based and self-service access gave teams instant access to retrieval and analysis

Lack of centralized oversight was exposing the business to risk

The absence of tamper-proof data retention left the organization constantly exposed to compliance failures and regulatory penalties.

IT teams were overwhelmed by the endless effort of manually downloading and trimming accounts just to stay within limits.

Escalating storage consumption drove subscription expenses higher with every cycle, creating mounting financial pressure.

Compliance audits became tense, stressful events as scattered historical data 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 inactive and aging data into a tamper-proof store Ensured audit-ready access and strengthened compliance confidence
Centralized scattered historical records into one single source of truth Simplified audits, accelerated discovery, and minimized chaos
Automated retention and lifecycle management Eliminated manual trimming, reduced IT workload, and improved efficiency
Enabled secure self-service with regulator-ready access Cut audit preparation stress and empowered teams with faster responses and role based access
Optimized storage tiers for long-term retention Reduced subscription expenses and delivered predictable storage costs

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 of all business records into a tamper-proof archive ensured nothing was lost and everything stayed regulator-ready.

Secure self-service access reduced audit preparation stress and gave teams control without IT bottlenecks.

eDiscovery-enabled archives made historical records instantly searchable, cutting compliance effort and stress.

Optimized storage tiers reduced subscription costs and delivered predictable long-term spend.

Centralized, single source of truth simplified audits and enabled faster, more accurate discovery.

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

The Vaultastic team guided onboarding with minimal disruption to operations.

We stayed responsive to audit cycles and compliance deadlines, giving the client confidence.

Adoption was made seamless by aligning closely with the business’s compliance priorities.

Trust was built by ensuring reliable, regulator-ready access whenever it was needed.

Continuous support gave IT and compliance teams confidence that help was always available when needed.

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