Secure Enterprise File Sharing for Financial Services

Access and share files from anywhere - no VPN required
Ensure secure sharing with flexible access controls
Streamline IT efforts with built-in centralised governance
Reduce manual tasks and delays with automated workflows

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Trusted by Financial Services Customers Worldwide

Revolutionise Financial Services Operations With Egnyte

Combine cloud content management, data security, and AI into one intelligent platform. Egnyte helps firms increase productivity, secure critical data, and automate workflows.

Securely Share and Collaborate on Files of All Sizes

Enable effortless editing, collaborating on, and sharing of large files—including financial models, massive due diligence documents, and marketing media files—via secure links, not attachments
Eliminate version confusion, overlapping copies, or lost changes during collaboration due to sync issues
Maintain strict control over sensitive content using view-only permissions, password protection, dynamic watermarking, and other advanced safeguards

Improve IT Security and Compliance Control

Manage everything from a unified platform instead of multiple siloed systems
Simplify provisioning and migration with self-service file onboarding and external user management
Support compliance frameworks with audit trails, user activity alerts, and granular access policies

Automate Document Workflows

Embed PDF editing and comparison, e-signatures, and approvals directly in the platform
Use AI workflows to automate document collection, secure sharing triggers, and navigate complex processes
Integrate seamlessly with business systems like Salesforce, Practifi, DocuSign, and more for workflow continuity

Mitigate Security and Compliance Risk

Protect against public link exposure, ransomware, and unauthorised access
Flag suspicious login activity and automatically neutralise potential threats
Allow teams to focus on high-priority risks with streamlined alerting and governance

“My team loves Egnyte. They love the granularity, they love the control, and they love that it makes data migration so easy.”

Jason Ozin

PIB Group

Group Information Security Officer

“Egnyte couldn’t be simpler to deploy. We just turned it on. There was no intricate set up, no need to purchase Professional Services to enable Egnyte.”

Dave Nish

GP Bullhound

Vice President of Technology