Trustifi Customer Case Study: Independent Financial Group Inc.
Discover how Independent Financial Group, LLC (IFG) elevated email security with Trustifi. Overcoming challenges of compliance and user adoption, Trustifi provided a seamless solution. From encryption to AI-driven protection, Trustifi streamlined operations and enhanced security. Read the full case study for insights into IFG's success.
Headquarters:
Del Mar, CA
Founded:
Founded in 2003 and reporting $267 million in revenue for 2022, IFG has found enduring success as a family-friendly company focusing on independence and delivering industry-leading services with a personal feel.
IFG Home Office Employees at the Del Mar Home Office IFG celebrated its anniversary most recently at its 18th annual National Conference in Carlsbad, CA, with a black-tie gala honoring advisors and longstanding employees. The gala included the presentation of a $46,000 donation to Promises2Kids, a San Diego-based charity supporting former foster youth.
As an IT manager with an extensive security service background, my department and I are responsible for the organization’s information security and availability. With Trustifi, you don’t have to choose between security and usability.
Mason Moore
IT Manager at Independent Financial Group, LLC
Background
Independent Financial Group, LLC (IFG) is an award-winning independent financial broker-dealer that operates in the brokerage and advisor space. Its team of 620+ independent financial professionals offers personalized services to individuals and institutional investors. Having integrated Trustifi into its existing email platforms to secure against email threat vectors, IFG can efficiently conduct secure email communications (both internally and externally) with its independent financial advisors and customers throughout the U.S.
The Challenge
Mason Moore commented on the ongoing challenge of ensuring 100% compliance surrounding the need to encrypt every client-facing email.
“We found that people sending encrypted emails using other email security solutions were confused and abandoned it quickly. We have regulatory bodies that we must answer. Our advisors not only have to answer to them but also have to follow our protocols and guidelines intended to keep them safe. Our IT/security team had to invest significant effort in instructing our advisors about the procedures, protocols, and guidelines for using these encryption features to send PII. Still, many of them silently abandoned these security procedures, so we had to reiterate them and convince them to continue using them. Despite these efforts, there was no other way to protect our sensitive client data than to continuously surveil the messages coming in and out of our organization.”
IT Manager at Independent Financial Group, LLC
Mason continued to describe how they operate with the previous email security solutions they were seeking to replace.
Regarding setup and configuration, Mason Moore said,
“Malicious actors are always finding new cutting-edge methods for getting around any type of protection you put in place. We were always focused on figuring out the best way to protect, update, and stay ahead of the attackers. I set up and implemented MSC’s network from the ground up, and it is essential that I make sure that everything coming in and going out is secure.”
Head of IT at MSC
Trustifi Exceeding MSCs Expectations!
Manufacturing Sciences Corporation (a GMiS Company) adopts Trustifi’s secure email solution to ensure the email security necessary for their industry, to open the door to a cybersecurity certification, and to provide a comprehensive, functionally rich, simple, and secure email solution for their users.
Ellen Donnelly noted,
“We found that once Microsoft 365 Data Loss Prevention (DLP) was set up, it was not bad. However, we found its implementation (meaning installation and configuration) clunky and vague, making configuring rules, conditions, and alerts challenging. As mentioned, the initial setup of Microsoft 365 DLP is simple. However, configuring its conditions to meet our exact environment was tricky, especially to prevent it from falsely flagging email content as PII. It regularly mistakenly encrypted content and sent it to recipient organizations, who would then complain about receiving unexpected encrypted files.”
IT Manager at Independent Financial Group, LLC
Trustifi Exceeding IFC’s Expectations!
“We were searching for a service that would make it easier for recipients to access secure messages and easier for the sender to package them securely,”
IT Manager at Independent Financial Group, LLC
“When we initially engaged Trustifi for outbound emails, we didn’t even know that Trustifi had an inbound component. We also didn’t realize that Trustifi could accommodate us without adjusting the contract. The firm could quickly run it to replace our existing email security services. We no longer had to spend lots of time explaining the security procedures, convincing users to adopt them, monitoring alerts when users aren’t applying security measures, and investigating the security issues that would arise because they didn’t use them.”
IT Manager at Independent Financial Group, LLC
“After we started using Trustifi, we have seen an increase in the adoption and utilization of email encryption from the home office.”
IT Manager at Independent Financial Group, LLC
How Trustifi Benefits IFC?
“Trustifi makes it easy for your IT security staff to get the security they need, including alerts, traceability, monitoring, and awareness, while being straightforward, transparent, and simple enough for end users to apply all this security at the click of a button.”
IT Manager at Independent Financial Group, LLC
Easy to Deploy and Manage
Regarding setup and configuration, Mason Moore said,
“Even though we initially engaged Trustifi because of its outbound features, encryption, and DLP, one of the nicest features of the Trustifi platform is its immediate visibility into a message’s authenticity fails and successes. We can investigate and troubleshoot security incidents from a single initial view.”
IT Manager at Independent Financial Group, LLC
Fully Integrated Artificial Intelligence Capabilities
“Unlike its competitors, Trustifi’s solution was the ideal balance of user-friendly and advanced security technology. Trustifi excels in these situations. “Now, because of Trustifi, it is so nice and easily accessible to use encrypted email as a side channel for sending this information. Just open Outlook (for example) and do it.”
IT Manager at Independent Financial Group, LLC
Encrypting Emails with a Single Click
“Trustifi delivers a single-click end-to-end encryption that can quickly open, read, and return.”
IT Manager at Independent Financial Group, LLC
Faster End-User Adoption
“Trustifi’s deployment is simple and only takes less than fifteen minutes. On the rare occasion that the infrastructure was more complex, Trustifi immediately rectified any roadblocks remotely.”
IT Manager at Independent Financial Group, LLC
Customer Quote
“We were having trouble with human compliance, especially regarding external mail coming into the organization. We found that Trustifi security has been above and beyond what we expected.”
IT Manager at Independent Financial Group, LLC
Whether looking for an extra layer of protection in your existing email security environment or a full-suite solution with managed services, the expertise and simplicity Trustifi offers will exceed your expectations. Let’s discuss pricing and a customized email security plan for you.
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