A wealth management company improves compliance with automated, secure and independent information archival store

Secure automated archival system
Vaultastic centralized scattered mailboxes, automated archival of ongoing and legacy data, and enabled fast eDiscovery to strengthen compliance confidence and reduce business disruption.

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About the company

businessman
Zero Touch
Location: India
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Industry: Financial Services
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Users: 80+
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Data volume: 1.5+ TB
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Operations: Digital-first operations with high email and file volume across teams
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

  • Ex-employee data and historical mailboxes scattered across PSTs and archives
  • Retrieving project emails or old records was time-consuming and unreliable
  • High IT effort and rising storage costs strained resources

After Vaultastic

  • A centralized, secure archive preserved critical records for continuity and compliance
  • Fast, accurate discovery enabled quicker audits, investigations, and client responses
  • Automated archival reduced IT workload and optimized long-term costs

Lack of centralized oversight was exposing the business to risk

Risk of permanent data loss from accidental deletion, malicious activity, or ransomware

Time-consuming recovery and handovers of emails and files due to fragmented storage, slowing operations and audits

Suboptimal handling of ex-employee data, leading to potential gaps, accountability issues, and high costs

Compliance exposure due to the lack of an independent, tamper-proof archive

High IT burden to manage scattered mailboxes and storage manually

Behind the results: how targeted implementation drove change

Vaultastic modernized information management by automating archival, consolidating legacy data, and enabling rapid discovery.
What changed on the ground         What it meant for the business
Archival became an automated background process instead of a manual IT task The time of IT teams was freed up to focus on higher-value work while leaders gained confidence in continuity and compliance

 

Ex-employee information was centrally available in a much more cost-effective storage instead of being scattered and difficult to retrieve Seamless handovers during employee separation and reduced exposure to gaps or disruptions due to exit of employees

 

A single discovery console enabled seamless cross-user and cross-account searches

 

Audit, legal, and client-related requests were closed faster and more reliably
Scattered mailboxes unified into a reliable source of truth Improved accountability and stronger compliance posture

 

Storage aligned with actual usage through better lifecycle management Predictable costs and improved compliance reduced risk and delivered peace of mind

 

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 migration preserved all past mailboxes without disruption

Unified archival brought live, legacy, and ex-employee data together in a single secure store

Elastic storage scaled effortlessly with data growth while keeping costs lower and predictable

Granular eDiscovery enabled quick retrieval of critical content without IT intervention

Independent and secure retention in separate location safeguarded records against accidental deletion, ransomware attacks, and malicious actors

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