Overview One of the nation’s leading Fortune 500 In­ vestment companies, located in St. Louis, Missouri, offers brokering and lending services through its large nationwide branch network. Challenge As a member of FINRA and governed by the Securities and Exchange Commission (SEC), the company dutifully protects, monitors, and maintains copies of all business communica­ tion, and it observes the financial industry’s best practices and compliance regulations. These regulations have become increasingly more extensive in the aftermath of events such as the collapse of the 2008 housing market. Today’s public is generally less trusting of organizations in the financial industry, and the organization had need to increase transparency in order to regain their trust. This was difficult

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