A firm managing more than 200 client relationships across Salesforce, Egnyte, and Orion has a visibility problem that gets worse every month. The Head of Ops reviews advisor folder activity by hand, pulling Egnyte access reports, sorting them by risk level, and cross-referencing IP geolocation to spot suspicious access. A single compliance review cycle takes a month, so anything it surfaces is already weeks old.
The harder problem is judgment. When a client link opens from an unexpected country, there’s no way to tell whether it’s an advisor on a VPN or a compromised account. The Head of Ops either lets it pass or flags it, and when everything gets flagged, nothing stands out.
Egnyte’s native monitoring works as designed. It just only sees Egnyte. It doesn’t know which client a folder belongs to, which advisor covers that client, or what normal access looks like for that advisor.
LEA connects Salesforce relationship data, Egnyte access logs, and Orion account records into one activity stream organized by client and advisor. It builds a baseline for each advisor: the locations, devices, and hours they usually work from. When access falls outside that baseline, the Head of Ops gets an alert with the context already attached, including the advisor, the client, the file, the timestamp, and whether that IP has appeared before. An advisor on the firm’s VPN looks very different from a first-time login in a new country on a client that advisor doesn’t cover, so the call takes minutes instead of weeks.
The monthly review becomes a daily control. Instead of assembling reports, the Head of Ops spends time on the few alerts that actually need attention.