Introduction
Based on insights from the Head of Core Infrastructure at a leading European Financial Institution and Banking group.
The financial services sector is a high stakes environment where data protection isn’t just an IT requirement: it is the foundation of customer trust. For this organization, a major financial institution, managing a sprawling multi-cloud estate across Azure, AWS, M365, and OCI presented a modern challenge: how do you protect what you cannot see?
The Challenge: The Visibility Gap
Before evolving their strategy, the organization faced a reality familiar to many large enterprises. Identifying and monitoring sensitive data was a grueling, manual process. In a complex web of SharePoint folders and multi-cloud storage, legacy tools often fail to surface overshared files or misconfigured permissions.
The team lacked proactive measures for remediation and label adjustment, creating a blind spot that left the organization vulnerable to data leakage and exfiltration. Manual audits could not keep pace with the scale of their data, and the inability to automatically enforce data cleaning policies (such as purging aged data) was a growing compliance risk.
The Shift: Proactive Data Security Posture Management (DSPM)
The organization recognized that manual oversight was no longer a viable defense. The trigger for change was a strategic shift toward a proactive security posture. They required a dedicated DSPM solution to continuously monitor and minimize their attack surface, allowing them to identify and remediate risks before they could be exploited.
The team’s first priority was eliminating credential sprawl. Using Rubrik, the team conducted a comprehensive scan to identify passwords and sensitive credentials stored in misplaced locations. This allowed the team to remediate security gaps proactively, significantly reducing the risk of unauthorized access before an incident occurred. “Rubrik is the most elegant way to introduce DSPM,” says the Head of Core Infrastructure.
Practitioner Tip "For other security leaders with low confidence in their data posture, the advice is clear: start with a solution that provides automated, high accuracy discovery first." |
Deployment and Integration: Fitting Into the Existing Environment
The organization’s estate spans multi-cloud and on-premises environments, with sensitive data distributed across all of them. Rubrik was introduced to bring visibility and control to this environment as it stood. By connecting with Microsoft Information Protection (MIP), the team automated the labeling of both legacy and newly created documents based on sensitive data classification policies. The deployment itself was seamless: “Rubrik connects flawlessly with our existing infrastructure: no additional product, no new authorizations,” says the Head of Core Infrastructure.
Proving The Resilience: High Impact Outcomes
The transition from reactive to proactive data protection has resulted in 95% sensitive data classification accuracy, providing the team with a precision they previously lacked. This move directly improved the organization’s regulatory standing, particularly regarding DORA Chapters II, III, V, and VI, while simultaneously reducing reputational and financial risk.
In practice, the team can now automatically detect and remediate sensitive data (including IBANs and passwords) shared org-wide. By leveraging automated risk scoring, the organization has shifted to semi-automatic and full auto-remediation via JIRA tickets and the Rubrik UI. This ensures continuous alignment with internal governance standards and closes gaps where high risk data previously lacked appropriate labels.
Practitioner Perspective: The Advice
From the customer’s perspective, the transition to Rubrik has been a game changer. It provided the “complete visibility and control over data risk in the cloud” that manual audits simply could not achieve.
This allowed the firm to focus on the highest risk data first, turning a known blind spot into a well-understood, secure environment.
The successful deployment of Rubrik has enabled the organization to build a robust, scalable, and auditable data resilience strategy, proving that continuous visibility and control are the foundations of true data security posture management.
Contributed by

Nikita Bhuma
Customer Advocacy Specialist, Rubrik


