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Financial Services

Secure, Compliant File Sharing and Collaboration

Financial Organizations Trust Egnyte

Lincoln Financial Group
Chruchill Capital

Secure, file sharing and collaboration for financial services

The financial services and banking industries play a critical role in the economy, and the sensitive data they manage require the highest standards for digital storage security. Whether it's SEC oversight, FINRA compliance or Sarbanes-Oxley reporting, maintaining tight control and visibility over financial data is absolutely critical.

Egnyte empowers financial service organizations among securities, brokerage, investment or wealth management to:

  • Secure sensitive financial information to meet regulatory requirements
  • Improve users’ productivity and workflows through centralized file access
  • Enable faster, secure collaboration and file sharing to all your finance teams

Keep your most confidential, financial data on premises

Remote file access is a necessity for many financial service employees, but access outside the firewall using traditional VPN systems can be cumbersome and unreliable, especially via mobile devices. Egnyte solves that problem by offering secure remote file access with enforced user authentication and folder permissions to ensure access is restricted to authorized users only. No matter what location, device or application finance employees use, company specific authentication policies are enforced. Whether you choose cloud, on-premises or hybrid deployment, Egnyte provides end-to-end security at multiple levels.

By using Egnyte, Semperian is able to provide file access to financial services employees across 15 UK remote offices while maintaining complete permission control on finance files.

Secure Compliant Collaboration

All financial service organizations need a secure and reliable way to share confidential and sensitive documents such as customer activity reports and cash flow statements. Traditional methods of sharing files over email, FTP and USB drive are wrought with security problems, and often run the risk of violating strict SEC regulations. Egnyte offers finance organizations a highly secure and compliant solution to share financial files of any type and size. Through permission-based shared folders and protected file links, True North Advisors can safely share financial documents across internal users, clients and vendors. Additionally, Egnyte’s Smart Reporting and Auditing provides the ability to monitor system access and file sharing permissions at a granular level for both on-premises and cloud storage, and for internal and external users.

Seamless integration with finance applications

Egnyte is an innovative platform complemented by a vibrant ecosystem of productivity applications. For instance, with our DocuSign integration, electronic signatures can be used for the seemingly endless documents, while keeping them all secure within Egnyte. Similarly, a client may need to have a signed document explaining an exception on a credit report. Email is not the best method of transfer since this is a sensitive subject, so the customer can securely upload a Microsoft Office or other file types directly on Egnyte. Once there, the file can be converted to PDF and signed via DocuSign to quickly close an agreement. These types of integrations not only increase security, but also improve productivity and flexibility.

Secure Universal Access

Balancing the security requirements placed on financial services firms with the business needs for anywhere flexibility is easy with Egnyte. With Egnyte, a financial consultant is able to meet with clients at their homes and still access and edit the myriad of documents required to keep the process moving forward, just as if they were in the office. What’s more? Updates made at the client’s home are automatically available to other members of the team, whether they are in the office on a PC, or on the road using a tablet.

Egnyte enabled us to save $55,000 of our IT budget. Additionally, with 15 remote offices located in the UK, it is important for our employees to have access to their files and us to maintain visibility and control. Egnyte provides a secure way to access these files from any location combined with strong centralized administration capabilities. Piotr Malinski, Head of Information Technology Semperian