CodeTwo Exchange Rules Pro

Centrally managed email signatures, disclaimers, marketing banners
and full mail flow control on Exchange 2016, 2013, 2010 and 2007.

Download free trial

no credit card required
free support while you test

Wealth Enhancement GroupClient

Wealth Enhancement Group

Company description

Wealth Enhancement Group is a Minneapolis, Minnesota-based financial planning and advisory services firm with locations throughout the upper Midwest.

Problem

To follow legal requirements, the company wanted to implement Exchange disclaimers for 175 users. They also wanted to revamp their marketing branded look by adding unified graphics to all outgoing emails. Exchange 2010 Hub Transport was not up to the task and they had to resort to a third-party solution.

Solution

Daniel Pothier, SVP – Technology of Wealth Enhancement Group, came across CodeTwo Exchange Rules Pro. He said the program is "very easy to use. It's powerful and easy to set up and test the first rule without reading a manual. It also has many features I didn't expect". "The tool automates a lot of our work. I don't think we have even begun to use it, despite having implemented what we bought it for. Nonetheless, we weren't really able to implement a compliance requirement without it."

Summary

Company name: Wealth Enhancement Group
Number of employees: 165
Number of emails processed every day: 10,000
Server type: Exchange 2010
Number of servers: 2
Problems: Inability to enforce compliance required signature disclaimers and marketing branded look.
Solution/Product: CodeTwo Exchange Rules Pro
Installation type: company-wide
Installation time: 6 hours

« Back to Case Study

Our Clients:
Unicef
Facebook
Shell
T-Systems
Loreal
Casio
UPS Israel
Oford University
Mitsubishi Motors
Toshiba TEC UK Imaging Systems Ltd
Illinois Institute of Technology
MAN Diesel
McDonalds India
Skoda Auto
Bank of Israel
Fujifilm
China Mobile
Santander
Samsung SDI
Skanska
Generali
Telmex
Toyota Tsusho
BECHTEL
Ricoh
BAE SYSTEMS
Federação Portuguesa de Futebol
Credit Agricole
HYUNDAI
Rothschild
Toyota Boshoku
Oriflame Romania
ING
Ikea
Nordea

Partners, certificates & awards