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    RBFCU’s vice president of Information Systems, Charles Beierle, sought an easier way to send sensitive files both inside the organization and externally to vendors. Like many financial institutions, RBFCU had a number of vendors with whom they needed to interact seamlessly to ensure its members’ needs were met.

    Historically, RBFCU used a largely endpoint-centric transfer strategy built independent of other processes and use cases. This method lacked transparency; it did not allow IT staff any visibility about the transfer performance, there was no user-friendly way to check if a file had been received, and many retransfers were a manual process.

    Any software purchased would need to be able to work with file transfers inside the organization as well as with external customers via the Internet. Both server-to-server and person-to-person file transfers were needed. Additionally, RBFCU often sent files as large as 20-50 MB, which their traditional email infrastructure was ill-equipped to handle.

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