In private wealth management, security and compliance aren’t just priorities — they’re crucial in protecting sensitive client data, maintaining trust, and meeting stringent regulatory requirements. Any security lapse can lead to severe financial and reputational damage, so having a strong security posture and regulatory alignment is essential for keeping client confidence and operational integrity.
A leading private wealth management firm struggled with a fragmented IT environment — multiple vendors, separate email identities, and inconsistent tools and processes. This disjointed setup didn’t just inflate costs; it also made collaboration and document sharing difficult across the organization.
Compugen saw a clear path to simplify and harmonize the firm’s technology setup. By moving to a single-source provider solution, Compugen aimed to integrate tools, streamline processes, and set up a strong, standardized security and compliance framework. This would reduce operational costs and increase productivity.
Primary areas of focus included:
establishing a unified collaboration platform and domain;
creating consistent security and compliance measures; and
cutting costs and boosting productivity through economies of scale.
With our game plan mapped out, our team was able to deliver impactful, measurable outcomes:
Improved operational efficiency: Automated processes and reduced order times significantly enhanced the client’s IT workflows.
Enhanced employee experience: Pre-configured devices and reliable support minimized disruptions, enabling employees to remain productive.
Measurable sustainability impact: Carbon credits from the Green4Good program supported the client’s environmental goals and local charities.
Future readiness: Comprehensive planning for Windows 11 ensured the client was on track to meet migration deadlines and unlock the benefits of modern, AI-powered systems.
Compugen implemented an integrated enterprise technology solution built on Microsoft 365, allowing the firm to bring its IT infrastructure into a single, cohesive platform. This change reduced dependency on multiple vendors, simplified communication and collaboration, and provided a unified security approach to meet compliance needs across the organization.
To meet specific security and compliance needs, Compugen rolled out a set of Microsoft Security solutions tailored to the organization’s unique requirements. This included Microsoft Defender, Data Loss Prevention (DLP), Microsoft Cloud App Security (MCAS), Migrate SharePoint, OneDrive, Teams, and Exchange Online Protection. Together, these tools created a secure and continuously protected digital space for the organization.
With its new streamlined collaboration platform — powered by MS365 tools — the firm experienced significant gains:
Improved Security + Compliance: A cohesive enterprise technology framework with consistent security protocols.
Streamlined Collaboration: A single domain and unified platform for easier document sharing and increased productivity.
Cost Savings + Efficiency: A single-source provider model lowered costs and improved operational efficiency
With enhanced security, seamless collaboration, and reduced costs, the firm is now equipped to confidently navigate the demands of modern wealth management—building trust and delivering value for its clients.
Discover how Compugen’s tailored solutions can help protect your organization and drive efficiency. Read this perspective on Bill C-26 to see how industry leaders are addressing evolving cybersecurity regulations.