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Keep Client Data Controlled. Even on Devices the Firm Doesn’t Own
Blue Border is the secure workspace for remote employees and contractors on any device without VDI or fully managing the endpoint.
Customer Spotlight
How a global financial services organization achieved compliance and security for independent advisors with Venn
Overview
In the heavily regulated financial services industry, a global Fortune 100 organization that employs independent consultants and investment advisors, needed to ensure the security of sensitive client data. Since their independent advisors often used their personal computers, the company needed a solution that ensured their devices were secure and compliant without taking control of the entire device. The company chose Venn because the solution helped isolate and protect company data from personal use on the same computer, but also featured a clear visual indicator (Blue Border™) to advisors when they were accessing work-related data and applications. This helped ensure their personal privacy remained intact.
The Result
Venn gave the company a simple, streamlined approach to meet security and compliance – without relying on securing the entire device or virtual desktop infrastructure (VDI). The clear visual cues provided by Blue Border™ gave both the company and the independent advisors peace-of-mind, knowing that work data was securely accessed without compromising personal privacy. This allowed the company to maintain security and compliance while respecting the independence of their advisors.
No Need for VDI
Venn enabled the company to achieve security and compliance without the intrusiveness of taking over the whole device or the cost and complexity of virtual desktop infrastructure (VDI).
Clear Visual Indicators
Blue Border™ provided advisors with a simple, visible cue when accessing work-related data, ensuring they could easily distinguish between personal and work activity.
Maintained Compliance
Advisors could securely access client data while maintaining personal privacy, ensuring that sensitive information was handled with full regulatory compliance.
With remote contractors that come and go quickly to support seasonality, VDI provisioning was going to be a nightmare.
Alex NooneIT Manager
Financial services firms face the second-highest breach costs of any industry — averaging $5.56 million per incident — and a regulatory environment that has never been more aggressive.
Since 2021, the SEC and CFTC have imposed more than $3 billion in penalties for off-channel communications alone: business conducted on personal devices, in personal apps, outside the firm’s controlled and supervised environment. Now AI is opening the same gap with advisors and analysts pasting client data into unsanctioned models to work faster.
Ensure Compliance
Blue Border provides controls that support SEC, FINRA, PCI DSS, and SOC 2 obligations on remote and BYOD devices — data isolation, DLP, and clean off-boarding.
Robust DLP Controls
Copy/paste, download, upload, screenshot, print, and AI — governed inside the enclave on any device, including the personal laptops advisors and contractors already use.
Stop Shipping Laptops
Business runs inside a firm-controlled workspace using sanctioned apps. Unsanctioned tools are blocked from firm data.
Govern AI
Advisors are already using AI to draft faster. Blue Border lets IT allow sanctioned AI tools and block the rest so client NPI doesn’t leak into unsanctioned models.
Step Inside
Blue BorderTM
Venn protects company data and applications on the BYOD computers used by contractors and remote employees – without VDI.
What’s Inside the Brochure:
How Blue Border™ isolates and protects work data on unmanaged and BYOD laptops without VDI or locking down an entire device.
Key features like DLP enforcement, browser isolation, and streamlined administration – and how they simplify remote work enablement for IT.
Real-world examples of how Venn secures company data on unmanaged laptops and drives IT efficiency at a lower cost.
Before Venn, we were not allowing BYOD and we were deploying computers for every person. Our struggle was because of all of our security tooling. To meet our benchmarks, we had to buy 1,000 dollar laptops to meet all the requirements and make it so that they could work. If we can get rid of just a portion of our laptops a year, it basically pays for all Venn users.
Optimal Performance Makes Satisfied Employees and Clients
Unlike VDI, where hosted desktops add latency to client calls, market data feeds, and heavy Excel models, applications inside Blue Border run locally at native speed. For advisors and analysts whose day depends on responsive tools and real-time data, the performance difference isn’t marginal — it’s the difference between an acceptable workspace and a workaround.
Productive, Protected, and Private
Independent advisors and contractors choose their own devices. Blue Border lets the firm secure client data on those devices without taking them over. IT has visibility and control only inside the enclave; everything outside stays private. That privacy boundary is especially important for independent advisors, who aren’t employees and won’t accept full-device management.
