Rothschild and Co VIA Pro Success Story

Page 1

Client Focus | Success Story

Rothschild and Co Intralinks VIA® Pro keeps Rothschild & Co executives connected on the go. Rothschild & Co is one of the world’s largest independent financial advisory groups. Its Global Advisory division has an informed and impartial perspective to help clients reach their goals through the design and execution of strategic M&A and financing solutions.

Situation

“VIA Pro has been nothing short of lifechanging for us. It’s one of the most innovative things Intralinks has brought out. We now have secure access to the information we need, when we need it…Executives can focus on client outcomes without being held up by systems and paperwork.” Aleksandar Zlatkovic, Director, Rothschild & Co

Rothschild & Co’s executives travel extensively around the country to meet with clients. Working in an industry that relies heavily on complex and detailed information, Rothschild & Co normally relies on emails to send documents to each other and to clients. However, when travelling, the sheer size of the documents that need to be shared made it impossible to email them. While it would be possible for executives to receive and review the documents, editing them was out of the question. The alternative was to either carry many hundreds of pages of documentation while travelling or to wait until the executive was in the office to respond. The former was cumbersome and impractical, while the latter meant it could take hours or days to respond to documents that could be time-critical. The business therefore needed a way to share files securely outside the organisation’s firewalls.

Solution Having worked with Intralinks in the past for virtual data room solutions, Rothschild elected to use Intralinks’ VIA Pro file sharing solution to solve the issue. Fast to set up and user friendly, VIA Pro is accessed through a web browser or a mobile app, making it perfect for travelling executives. VIA Pro leverages Intralinks’ world-class, best-of-breed security backbone to underpin the solution, delivering bank-level security that is far stronger than any other web-based document storage tool. Intralinks draws on its experience as a virtual data room provider to deliver this unparalleled level of security.

Benefits Intralinks VIA Pro has made travelling easier for Rothschild & Co’s executives because they can easily download documents for review while they’re travelling. They can read and mark up the documents using their tablets worry-free, because VIA Pro is underpinned with bank-grade security and infrastructure, and thus is fully compliant with all data security requirements. The solution was quick to set up and is easy to use. As a true Software-as-a-Service (SaaS) solution, users can get started immediately. VIA Pro integrates with Outlook® so users don’t have to log in to different websites to use it. They can work straight from their desktop or synch to their mobile devices.

intralinks.com Reach your closest Intralinks office: intralinks.com/mylocation 325535 WM

Transferring large, commercially-sensitive files outside the corporate firewall on an ad hoc basis had been proving troublesome for Rothschild & Co. VIA Pro was up and running in a single day and immediately solved this issue. The simplicity and ease of use enabled the solution to be scaled across the entire Australian organisation.


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.