How the legal team at a financial services firm freed 40% of their time spent managing compliance data

Financial services
Team size
Established in
San Francisco
Is simply dummy text of the printing
Is simply dummy text of the printing
Is simply dummy text of the printing

The customer is a leading private equity firm in San Francisco that holds over $10 billion in assets under management. The firm’s portfolio includes a diverse roster of companies in technology, real estate, healthcare, and consumer goods.

The firm helps its portfolio companies scale their growth sustainably. While headquartered in the US, the firm also had 14+ offices in 10 countries across North America, Europe, and Asia.

Its risk management and compliance managers were responsible for GDPR compliance by keeping track of information held on investors, portfolio companies, and their employees.


A need to simplify and speed up regulatory compliance

Regulations such as the EU GDPR (General Data Protection Regulation) require organizations to know what sensitive data they collect, how they process it, and what they do with it. In addition to explaining data collection, storage, and use, organizations must ensure that it’s easily accessible.