* [Blog](https://www.paloaltonetworks.com.au/blog) * [SASE](https://www.paloaltonetworks.com.au/blog/sase/) * [Use-Cases](https://www.paloaltonetworks.com.au/blog/sase/category/use-cases/) * Cloud-Delivered Branch Cu... # Cloud-Delivered Branch Customer Story: Captrust [](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.paloaltonetworks.com.au%2Fblog%2Fsase%2Freduce-branch-office-outages%2F) [](https://twitter.com/share?text=Cloud-Delivered+Branch+Customer+Story%3A+Captrust&url=https%3A%2F%2Fwww.paloaltonetworks.com.au%2Fblog%2Fsase%2Freduce-branch-office-outages%2F) [](https://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwww.paloaltonetworks.com.au%2Fblog%2Fsase%2Freduce-branch-office-outages%2F&title=Cloud-Delivered+Branch+Customer+Story%3A+Captrust&summary=&source=) [](https://www.paloaltonetworks.com//www.reddit.com/submit?url=https://www.paloaltonetworks.com.au/blog/sase/reduce-branch-office-outages/&ts=markdown) \[\](mailto:?subject=Cloud-Delivered Branch Customer Story: Captrust) Link copied By [CloudGenix](https://www.paloaltonetworks.com/blog/author/cloudgenix/?ts=markdown "Posts by CloudGenix") Jan 23, 2020 3 minutes [Use-Cases](https://www.paloaltonetworks.com/blog/sase/category/use-cases/?ts=markdown) [Branch Security](https://www.paloaltonetworks.com/blog/tag/branch-security/?ts=markdown) [SD-WAN](https://www.paloaltonetworks.com/blog/tag/sd-wan/?ts=markdown) ![Yancey Bros. Co. logo](https://www.paloaltonetworks.com/blog/wp-content/uploads/2020/07/captrust.jpg)Headquartered in Raleigh, North Carolina, CAPTRUST, a leading investment services firm, represents more than $340 billion in client assets and has over 40 regional offices across the United States. At these regional offices, financial advisors provide a wide range of investment advisory services to institutional clients and high-net-worth individuals. With rapid growth, both organic and through acquisitions, CAPTRUST branch offices had increasing bandwidth and security needs. The technology team started the process of upgrading the company's IT infrastructure. The existing outdated hub-and-spoke Multiprotocol Label Switching (MPLS) network was not delivering the user experience needed at the branches. According to CAPTRUST CTO Jon Meyer, "We acquired five to seven businesses a year for a while and those businesses, in turn, had one to five offices. With the MPLS network and the carriers, we struggled to get those people on board quickly enough." [*Video: CAPTRUST CTO Jon Meyer details the company's partnership with CloudGenix for SD-WAN*](https://www.youtube.com/watch?v=t2RovpGrLms&feature=emb_logo) The process of setting up a new office would take as long as 120 days. There was little the technology team could do to prevent power outages. Single outages took down sites for entire days. These outages prevented teams from nurturing the client relationships -- thereby affecting productivity and eventually client success. Seeking an alternative to their outdated MPLS setup that would increase bandwidth, provide a faster connection and reliable redundancy when launching remote locations, executives and IT managers turned to our Autonomous SD-WAN. Offering an affordable solution made it easy for CAPTRUST's technology team to simply plug in a new office's existing circuit and then configure devices for use. This uniquely simple process instantly made a new site or office a part of the wide-area network as a brand new node. Together, we helped CAPTRUST set up 50 local area networks and integrate it with their main wide area network---a configuration that was not an option with their old MPLS model. Meyer adds, "We selected CloudGenix because we thought the product was ahead of our incumbent suppliers' capabilities. [*Press release: CloudGenix Enables Cloud-Delivered Regional Offices for CAPTRUST*](https://www.cloudgenix.com/cloudgenix-enables-cloud-delivered-regional-offices-for-captrust/) In addition to speeding up the integration of new office sites, we worked with CAPTRUST to deliver reliable, redundant, and affordable bandwidth --- a vital component of keeping their employees productive. All business-critical applications, including CRM software and email and voice systems, sit on CloudGenix SD-WAN and outages are happening 90 percent less often than before. Together we have helped CAPTRUST increase their bandwidth by four times with zero increase in cost. "Without CloudGenix, and without an SD-WAN, our ability to manage our growth and keep people on our network, while having a consistent technology operating model would be diminished," adds Meyer. This positive experience in implementing CloudGenix SD-WAN led CAPTRUST to our cloud-delivered security solution based on a zero-trust model, CloudGenix CloudBlades. Now CAPTRUST receives security solutions from the cloud to branch offices leveraging the SD-WAN's footprint. "In the past, IT would have to compromise between deploying best-of-breed products vs. increasing the number of hardware devices required in the regional offices. With CloudBlades, we can deploy cloud-based security solutions while getting the same impact as if the security solution were physically deployed in the remote office," says Meyer. In 2020 and beyond, we will continue to provide customers with the cloud-delivered branch that no longer limits them to legacy hardware routers that force vendor lock-in and quality compromises. [Watch the full CAPTRUST story here.](https://www.youtube.com/watch?v=t2RovpGrLms&t=3s) *** ** * ** *** ## Related Blogs ### [Product Features](https://www.paloaltonetworks.com/blog/sase/category/product-features/?ts=markdown), [Products and Services](https://www.paloaltonetworks.com/blog/category/products-and-services/?ts=markdown), [SD-WAN](https://www.paloaltonetworks.com/blog/sase/category/sd-wan/?ts=markdown), [Use-Cases](https://www.paloaltonetworks.com/blog/sase/category/use-cases/?ts=markdown) [#### Securing your Branches with Zero Compromise](https://www.paloaltonetworks.com.au/blog/sase/securing-branches-zero-compromise/) ### [Secure the Cloud](https://www.paloaltonetworks.com/blog/category/secure-the-cloud/?ts=markdown), [Secure the Enterprise](https://www.paloaltonetworks.com/blog/category/secure-the-enterprise/?ts=markdown), [Use-Cases](https://www.paloaltonetworks.com/blog/sase/category/use-cases/?ts=markdown) [#### The Top 3 Benefits of Next-Generation SD-WAN](https://www.paloaltonetworks.com.au/blog/2020/09/benefits-of-next-generation-sd-wan/) ### [Use-Cases](https://www.paloaltonetworks.com/blog/sase/category/use-cases/?ts=markdown) [#### Cloud-Delivered Branch Customer Story: Proampac](https://www.paloaltonetworks.com.au/blog/sase/branch-office-proampac/) ### [Use-Cases](https://www.paloaltonetworks.com/blog/sase/category/use-cases/?ts=markdown) [#### Cloud-Delivered Branch Customer Story: Aaron's](https://www.paloaltonetworks.com.au/blog/sase/autonomous-sd-wan-aarons/) ### [Use-Cases](https://www.paloaltonetworks.com/blog/sase/category/use-cases/?ts=markdown) [#### Cloud-Delivered Branch Customer Story: Yancy Bros](https://www.paloaltonetworks.com.au/blog/sase/modernize-branch-offices/) ### [Use-Cases](https://www.paloaltonetworks.com/blog/sase/category/use-cases/?ts=markdown) [#### Helping Diamond Crystal Brands](https://www.paloaltonetworks.com.au/blog/sase/cloud-based-app-delivery/) ### Subscribe to Sase Blogs! Sign up to receive must-read articles, Playbooks of the Week, new feature announcements, and more. ![spinner](https://www.paloaltonetworks.com.au/blog/wp-content/themes/panwblog2023/dist/images/ajax-loader.gif) Sign up Please enter a valid email. By submitting this form, you agree to our [Terms of Use](https://www.paloaltonetworks.com/legal-notices/terms-of-use?ts=markdown) and acknowledge our [Privacy Statement](https://www.paloaltonetworks.com/legal-notices/privacy?ts=markdown). Please look for a confirmation email from us. If you don't receive it in the next 10 minutes, please check your spam folder. This site is protected by reCAPTCHA and the Google [Privacy Policy](https://policies.google.com/privacy) and [Terms of Service](https://policies.google.com/terms) apply. {#footer} {#footer} ## Products and Services * [AI-Powered Network Security Platform](https://www.paloaltonetworks.com/network-security?ts=markdown) * [Secure AI by Design](https://www.paloaltonetworks.com/precision-ai-security/secure-ai-by-design?ts=markdown) * [Prisma AIRS](https://www.paloaltonetworks.com/prisma/prisma-ai-runtime-security?ts=markdown) * [AI Access Security](https://www.paloaltonetworks.com/sase/ai-access-security?ts=markdown) * [Cloud Delivered Security Services](https://www.paloaltonetworks.com/network-security/security-subscriptions?ts=markdown) * [Advanced Threat Prevention](https://www.paloaltonetworks.com/network-security/advanced-threat-prevention?ts=markdown) * [Advanced URL Filtering](https://www.paloaltonetworks.com/network-security/advanced-url-filtering?ts=markdown) * [Advanced WildFire](https://www.paloaltonetworks.com/network-security/advanced-wildfire?ts=markdown) * [Advanced DNS Security](https://www.paloaltonetworks.com/network-security/advanced-dns-security?ts=markdown) * [Enterprise Data Loss Prevention](https://www.paloaltonetworks.com/sase/enterprise-data-loss-prevention?ts=markdown) * [Enterprise IoT Security](https://www.paloaltonetworks.com/network-security/enterprise-device-security?ts=markdown) * [Medical IoT Security](https://www.paloaltonetworks.com/network-security/medical-device-security?ts=markdown) * [Industrial OT Security](https://www.paloaltonetworks.com/network-security/medical-device-security?ts=markdown) * [SaaS Security](https://www.paloaltonetworks.com/sase/saas-security?ts=markdown) * [Next-Generation Firewalls](https://www.paloaltonetworks.com/network-security/next-generation-firewall?ts=markdown) * [Hardware Firewalls](https://www.paloaltonetworks.com/network-security/hardware-firewall-innovations?ts=markdown) * [Software Firewalls](https://www.paloaltonetworks.com/network-security/software-firewalls?ts=markdown) * [Strata Cloud Manager](https://www.paloaltonetworks.com/network-security/strata-cloud-manager?ts=markdown) * [SD-WAN for NGFW](https://www.paloaltonetworks.com/network-security/sd-wan-subscription?ts=markdown) * [PAN-OS](https://www.paloaltonetworks.com/network-security/pan-os?ts=markdown) * [Panorama](https://www.paloaltonetworks.com/network-security/panorama?ts=markdown) * [Secure Access Service Edge](https://www.paloaltonetworks.com/sase?ts=markdown) * [Prisma SASE](https://www.paloaltonetworks.com/sase?ts=markdown) * [Application Acceleration](https://www.paloaltonetworks.com/sase/app-acceleration?ts=markdown) * [Autonomous Digital Experience Management](https://www.paloaltonetworks.com/sase/adem?ts=markdown) * [Enterprise DLP](https://www.paloaltonetworks.com/sase/enterprise-data-loss-prevention?ts=markdown) * [Prisma Access](https://www.paloaltonetworks.com/sase/access?ts=markdown) * [Prisma Browser](https://www.paloaltonetworks.com/sase/prisma-browser?ts=markdown) * [Prisma SD-WAN](https://www.paloaltonetworks.com/sase/sd-wan?ts=markdown) * [Remote Browser Isolation](https://www.paloaltonetworks.com/sase/remote-browser-isolation?ts=markdown) * [SaaS Security](https://www.paloaltonetworks.com/sase/saas-security?ts=markdown) * [AI-Driven Security Operations Platform](https://www.paloaltonetworks.com/cortex?ts=markdown) * [Cloud Security](https://www.paloaltonetworks.com/cortex/cloud?ts=markdown) * [Cortex Cloud](https://www.paloaltonetworks.com/cortex/cloud?ts=markdown) * [Application Security](https://www.paloaltonetworks.com/cortex/cloud/application-security?ts=markdown) * [Cloud Posture Security](https://www.paloaltonetworks.com/cortex/cloud/cloud-posture-security?ts=markdown) * [Cloud Runtime Security](https://www.paloaltonetworks.com/cortex/cloud/runtime-security?ts=markdown) * [Prisma Cloud](https://www.paloaltonetworks.com/prisma/cloud?ts=markdown) * [AI-Driven SOC](https://www.paloaltonetworks.com/cortex?ts=markdown) * [Cortex XSIAM](https://www.paloaltonetworks.com/cortex/cortex-xsiam?ts=markdown) * [Cortex XDR](https://www.paloaltonetworks.com/cortex/cortex-xdr?ts=markdown) * [Cortex XSOAR](https://www.paloaltonetworks.com/cortex/cortex-xsoar?ts=markdown) * [Cortex Xpanse](https://www.paloaltonetworks.com/cortex/cortex-xpanse?ts=markdown) * [Unit 42 Managed Detection \& Response](https://www.paloaltonetworks.com/cortex/managed-detection-and-response?ts=markdown) * [Managed XSIAM](https://www.paloaltonetworks.com/cortex/managed-xsiam?ts=markdown) * [Threat Intel and Incident Response Services](https://www.paloaltonetworks.com/unit42?ts=markdown) * [Proactive Assessments](https://www.paloaltonetworks.com/unit42/assess?ts=markdown) * [Incident Response](https://www.paloaltonetworks.com/unit42/respond?ts=markdown) * [Transform Your Security Strategy](https://www.paloaltonetworks.com/unit42/transform?ts=markdown) * [Discover Threat Intelligence](https://www.paloaltonetworks.com/unit42/threat-intelligence-partners?ts=markdown) ## Company * [About Us](https://www.paloaltonetworks.com/about-us?ts=markdown) * [Careers](https://jobs.paloaltonetworks.com/en/) * [Contact Us](https://www.paloaltonetworks.com/company/contact-sales?ts=markdown) * [Corporate Responsibility](https://www.paloaltonetworks.com/about-us/corporate-responsibility?ts=markdown) * [Customers](https://www.paloaltonetworks.com/customers?ts=markdown) * [Investor Relations](https://investors.paloaltonetworks.com/) * [Location](https://www.paloaltonetworks.com/about-us/locations?ts=markdown) * [Newsroom](https://www.paloaltonetworks.com/company/newsroom?ts=markdown) ## Popular Links * [Blog](https://www.paloaltonetworks.com/blog/?ts=markdown) * [Communities](https://www.paloaltonetworks.com/communities?ts=markdown) * [Content Library](https://www.paloaltonetworks.com/resources?ts=markdown) * [Cyberpedia](https://www.paloaltonetworks.com/cyberpedia?ts=markdown) * [Event Center](https://events.paloaltonetworks.com/) * [Manage Email Preferences](https://start.paloaltonetworks.com/preference-center) * [Products A-Z](https://www.paloaltonetworks.com/products/products-a-z?ts=markdown) * [Product Certifications](https://www.paloaltonetworks.com/legal-notices/trust-center/compliance?ts=markdown) * [Report a Vulnerability](https://www.paloaltonetworks.com/security-disclosure?ts=markdown) * [Sitemap](https://www.paloaltonetworks.com/sitemap?ts=markdown) * [Tech Docs](https://docs.paloaltonetworks.com/) * [Unit 42](https://unit42.paloaltonetworks.com/) * [Do Not Sell or Share My Personal Information](https://panwedd.exterro.net/portal/dsar.htm?target=panwedd) ![PAN logo](https://www.paloaltonetworks.com/etc/clientlibs/clean/imgs/pan-logo-dark.svg) * [Privacy](https://www.paloaltonetworks.com/legal-notices/privacy?ts=markdown) * [Trust Center](https://www.paloaltonetworks.com/legal-notices/trust-center?ts=markdown) * [Terms of Use](https://www.paloaltonetworks.com/legal-notices/terms-of-use?ts=markdown) * [Documents](https://www.paloaltonetworks.com/legal?ts=markdown) Copyright © 2026 Palo Alto Networks. All Rights Reserved * [![Youtube](https://www.paloaltonetworks.com/etc/clientlibs/clean/imgs/social/youtube-black.svg)](https://www.youtube.com/user/paloaltonetworks) * [![Podcast](https://www.paloaltonetworks.com/content/dam/pan/en_US/images/icons/podcast.svg)](https://www.paloaltonetworks.com/podcasts/threat-vector?ts=markdown) * [![Facebook](https://www.paloaltonetworks.com/etc/clientlibs/clean/imgs/social/facebook-black.svg)](https://www.facebook.com/PaloAltoNetworks/) * [![LinkedIn](https://www.paloaltonetworks.com/etc/clientlibs/clean/imgs/social/linkedin-black.svg)](https://www.linkedin.com/company/palo-alto-networks) * [![Twitter](https://www.paloaltonetworks.com/etc/clientlibs/clean/imgs/social/twitter-x-black.svg)](https://twitter.com/PaloAltoNtwks) * EN Select your language