Customer story · Financial Services
Wealth Manager Deploys XDR Across Advisor Workforce
Sterling Wealth Management achieves 10x threat detection improvement and blocks BEC attacks with XDR deployment across 500 distributed advisors.
The challenge
Sterling Wealth Management's 500 financial advisors worked from multiple locations and personal devices, creating security blind spots. Traditional antivirus missed sophisticated threats, BEC attacks targeted high-net-worth client transactions, and compliance requirements demanded comprehensive endpoint visibility.
Our advisors handle millions in client assets from home offices and coffee shops. XDR gives us visibility we never had and protection against threats our old antivirus would have missed entirely.
The solution
Rubber Duck Technology implemented an Extended Detection and Response (XDR) platform providing unified visibility across endpoints, email, and network. The solution included 24/7 managed detection and response, automated threat containment, and integration with Sterling's compliance reporting.
The results
- Threat detection improved 10x
- BEC attacks blocked before impact
- Complete endpoint visibility achieved
- Mean time to respond under 15 minutes
- SEC/FINRA audit readiness demonstrated
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