This investment management firm chooses IT that moves safely
Together with Reliance, this investment management firm moved to Zero Trust with Zscaler. Secure work anywhere, less complexity and ready for DORA.

This case in 30 seconds


Customer context
This investment management firm manages funds for pension funds and insurers, and invests in companies with a focus on sustainable growth. The organisation operates internationally, with employees regularly on the road or working from different locations. Secure access to systems and data is therefore essential.When Maarten Peetoom started as information specialist, there was a clear mandate from the outset: further professionalize the IT environment and prepare it better for the future. Reliance already played an important role as IT partner and knowledge partner on security and infrastructure.
The direct trigger for change came when the existing VPN connection started causing problems. "Our people work everywhere: on the train, at clients or on public wifi. You need to be able to trust that everything keeps working safely."At the same time, the impact of new regulation kept growing. Since January, the organisation has had to comply with the European DORA guidelines on digital resilience and security. That created the need for a solution that was safer, more stable and easier to manage.
Reason for
change
Challenge
For the organisation, the challenge was not just better security, but above all ease of use. Security could not slow employees down or frustrate them. The solution needed to create calm and simplicity in daily practice.At the same time, the IT environment needed to meet stricter compliance requirements, support secure work over public networks, become less dependent on traditional VPN solutions, and remain manageable for a relatively small organisation. "We don't need complicated or fancy solutions. We just want it properly arranged."
Together with Reliance, the organisation chose a Zero Trust approach with Zscaler Internet Access and Zscaler Private Access. Implementation was fast and straightforward. Little changed for employees, apart from the old VPN disappearing. "We sent an email saying everyone would now work through Zscaler. After that, it basically ran itself."With Zscaler, all internet traffic is checked and secured, regardless of where employees work. Suspicious activity or unwanted connections are blocked automatically. The new environment also better supports DORA compliance, AFM guidelines, secure remote access and central control over internet traffic. Alongside technology, security awareness remains important within the organisation, which is why additional awareness training is provided for employees.
Approach
Collaboration
What works especially well in the collaboration with Reliance, according to Maarten, is the combination of speed, knowledge and pragmatism. "When I submit a ticket, it's often resolved within an hour. That builds trust."He also values that Reliance doesn't make things more complicated than necessary. There is genuine input from the organisation's own practice, and the solutions match what is actually needed. That way of working means IT doesn't feel like an extra worry, but like something that is simply well arranged.
The solutions used

Managed Services

Security
People
Results and future development
The move to Zscaler delivered more than better security alone. Employees can work safely anywhere without a VPN or complicated steps. At the same time, the organisation has more grip on security, compliance and internet traffic. For Maarten, the biggest win is above all the peace of mind that creates. "With Zscaler, I no longer lose sleep over it."That is exactly where this investment management firm sees the value of working with Reliance. Not in loose tools or complex technology, but in IT that safely moves with how people work. So the organisation can keep going. Today, tomorrow and for the long term.
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