Case study:
Raymond James Investment Services
Raymond James: Enterprise Security & Compliance Transformation
what they were struggling with
Challenge
With 55 branches and a mix of cloud and on-premise systems, Raymond James needed to meet GDPR compliance and improve its security posture. Disparate data handling led to potential regulatory risk and limited confidence in data governance practice.
what we aimed to do
Goal
Build a compliance framework and reduce regulatory risk across the entire organisation.
how we helped
Solution
Accelix conducted a complete information audit to map sensitive data flow across all branches. We implemented a Cloud Security & Compliance Framework using Azure-native tools, including:
- Azure Sentinel for centralised security monitoring
- Role-based access policies and Conditional Access in Azure AD
- Data encryption and Data Loss Prevention (DLP) across all services
- Compliance dashboards with automated policy enforcement
- Hand‑off documentation and training for internal security teams
how this made a difference
Impact
By the end of the 9-month project:
- Achieved full GDPR compliance across all locations
- Reduced regulatory risk through consistent data governance
- Deployed a proactive security posture with real-time monitoring and alerts
- Empowered internal teams with ongoing training and business-as-usual ownership