How iA Financial Group Modernized Secure Digital Exchange with DataMotion
See how iA Financial Group unified secure messaging and document exchange across 5,000+ users.
Customer Profile
iA Financial Group, one of Canada’s largest financial services and insurance organizations, set out to modernize secure digital communication across the entire customer lifecycle. The team needed a platform that could support every interaction, from first-touch prospecting to long-term policyholder servicing, while meeting strict Canadian privacy, security, and data residency requirements.
To achieve this, iA looked for a unified solution that could support secure document exchange and encrypted email, integrate with both customer-facing and internal systems, and deliver a seamless experience for advisors, employees, and customers.
A Complex RFP Demanding More Than a Point Solution
iA Financial Group launched a large-scale RFP led by a global systems integrator. Multiple well-known SaaS vendors participated, each offering individual components of what iA required. However, none could deliver the integration depth, flexibility, and long-term scalability needed for a fully modernized secure digital exchange ecosystem.
DataMotion stood out as the only Platform-as-a-Service (PaaS) provider in the evaluation, positioning the platform to address not only the immediate technical criteria, but also the broader digital transformation goals behind the RFP.
Enterprise-Scale Rollout
7K+ Seats Procured
Enterprise-wide rollout under a multi-year agreement.
5K+ Internal Users Onboarded
Advisors, operations teams, and business groups already leveraging the platform.
What iA Needed Went Far Beyond Traditional Secure Email Tools
Their requirements included:
- Multi-phased workflows for secure document exchange and encrypted email.
- Deep integration with advisor tools and enterprise systems, including Salesforce.
- Strict Canadian data residency and compliance alignment.
- Full support for English and French-Canadian users.
- Automated archiving of exchanged data into OpenText ECM.
The RFP signaled a clear mandate: iA needed a unified platform to reduce tool fragmentation, simplify workflows, and integrate seamlessly into their enterprise ecosystem.
DataMotion helped us modernize at scale. The platform didn’t just meet the RFP requirements — it aligned with our broader vision for a secure, integrated digital future.
Philippe Bouchard, IT Analyst – Process Automation and Content Management
From Market Gaps to a Clear Path Forward
During evaluation, iA identified major gaps across the market. Many vendors could meet individual requirements, but none could support the dual mandate of enterprise-grade compliance and meaningful digital transformation.
- Point solutions couldn’t support the full customer journey.
- Most vendors lacked flexible workflow support across business units.
- Relying on multiple tools would increase overhead, reduce adoption, and slow modernization.
The Need Was Clear: iA required a scalable, unified platform capable of supporting today’s secure exchange requirements while flexing to future needs.
100% Canadian Data Residency Compliance
Hosted in Azure Canada with bilingual support (EN/FR-CA).
Multiple Legacy Tools Eliminated
Unified secure document exchange and messaging in a single PaaS.
A Structured Proof of Concept
DataMotion delivered a “crawl, walk, run” proof of concept built around iA’s long-term modernization goals. The POC validated:
- A unified PaaS powering secure messaging and file exchange across portals, mobile apps, and internal systems.
- Seamless integration with Salesforce for advisor workflows.
- A roadmap for phased expansion, delivering value quickly while enabling deeper transformation over time.
- Platform extensibility for future business units and additional use cases.
The POC made it clear how a unified secure digital exchange layer could elevate every stage of the customer journey and reduce operational friction across the enterprise.
Solution Deployment
iA deployed DataMotion’s Secure Message Center in the Microsoft Azure Canada region, ensuring complete compliance with Canadian residency requirements.
Deployment highlights:
- Cost-effective, multi-tenant architecture.
- Full localization for English and French-Canadian users.
- Flexible integration options for enterprise apps, advisor tools, and customer-facing systems.
Enterprise-Scale Adoption and Measurable Gains
Since deployment, iA Financial Group has achieved rapid, organization-wide adoption, demonstrating the platform’s scalability and alignment with their modernization strategy.
Adoption and Rollout
- 5,000+ internal users onboarded across initial business groups, including advisors and operations.
- 7,000 total seats procured under a multi-year agreement, enabling enterprise-wide standardization.
- Consistent rollout momentum as additional lines of business prepare to onboard.
- Up to 100% user coverage for secure messaging across Outlook, Salesforce, and the My Client Space portal.
Workflow and Compliance Results
- Fully automated provisioning, eliminating manual onboarding effort.
- Significant workflow consolidation, replacing multiple legacy secure communication tools.
- Faster advisor-to-customer engagement, supported by integrated notifications, deep links, and embedded secure message centers.
- Verified compliance with Canadian data residency, privacy requirements, bilingual support, and identity management standards.
The Clear Choice for a Unified, Modern Future
Together, these results show how DataMotion has become a critical layer in iA’s secure digital communication ecosystem, one already expanding across the enterprise.
iA selected DataMotion because the platform aligned with both their immediate priorities and long-term transformation strategy.
Why DataMotion was chosen:
- A unified, integration-ready PaaS capable of replacing multiple point tools.
- Embedded secure messaging and document exchange fitting naturally into advisor and customer workflows.
- Guaranteed alignment with Canadian residency, privacy standards, and localization requirements.
- A consistent, streamlined digital exchange experience across the enterprise.
- A platform built for future growth, supporting electronic forms, anonymous submissions, workflow automation, and more.
By choosing DataMotion, iA Financial Group secured a stable, flexible, and scalable foundation for secure communication. The partnership enables iA to continuously enhance customer and advisor experiences while supporting its broader digital modernization roadmap.
DataMotion solved challenges no point solution could. Their platform integrated seamlessly with our advisor tools, automated secure workflows, and ensured full compliance with Canadian data residency and privacy regulations—while simplifying processes for both our teams and customers.
Mathieu Gauthier, IT Solutions Delivery – Automation, Content & Document
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