CASE STUDY Financial Services | United States
Global Financial Services Firm Enable Nationwide Customer Relationship Management (CRM) Platform Imaging Audit
Client Need
- Accelerate a nationwide Customer Relationship Management (CRM) platform review following a prior data leakage investigation.
- Enable rapid imaging of more than 500 non-company deployed devices across offices nationwide.
- Support books and records audits with defensible, complete forensic collections.
Client Solutions
- Coordinate frequent on-site imaging sessions across dozens of US locations throughout the year.
- Maintain consistent progress through weekly check-in calls and daily client communication.
- Deliver forensic images and securely distribute copies to a separate audit team.
- Develop detailed collection reports and real-time trackers covering devices, locations, and shipping.
- Generate file listings in advance to enable auditors to identify items of interest earlier.
- Continue imaging and reporting support for newly identified devices beyond initial scope.
Why Epiq
- Provide nationwide forensic coverage to support a large, time-sensitive effort.
- Deliver defensible forensic collections based on trusted prior engagements.
- Scale resources quickly to meet short-notice scheduling needs.
Results and Benefits
Imaging for over 500 devices nationwide.
Receive weekly real-time reporting.
Acceleration of books and records review.