Revolutionize Financial Services Document Management
- Secure file sharing with external partners
- Simplify client onboarding and AI-powered document management
- Streamline compliance workflows effortlessly
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Trusted by 22,000+ Content-Critical Businesses Worldwide
Empowering Financial Services Organizations Worldwide
Egnyte provides a cutting-edge document management solution for banks, insurance companies, private equity, wealth management firms, and more.
Employ Secure Document Workflows
- Secure external document collection and sharing with confidence
- Seamless access, preview, and co-editing wherever your employees need it
- Maintain control over shared documents and data with granular permissions
Ensure Seamless Client Onboarding
- Automated document review and approval for efficiency
- Secure eSignature workflows for confidentiality
- Streamlined and secure client onboarding processes
Simplify Compliance Insights and Action
- Automated compliance workflows for efficiency
- Comprehensive file activity audit logs for transparency
- Simplified DSAR/SAR fulfillment for compliance ease
Fortify Sensitive and Regulated Data Protection
- Automated data discovery and classification
- Robust sharing safeguards with granular permissions
- Unparalleled integration with on-premises and cloud sources
With Egnyte, all it took was one quick audit to see what files have been shared, when, and by whom. And it was easy to grant and revoke file access as needed.
Evan Cohen
Director, Information Technology
The Colony Group
I can see where my content is, ensure we have the right permissions set up for every file, and get alerts to any unusual behavior that could pose a security risk. All of that is so quick and easy with Egnyte.
Bryan Buck
Chief Technology Officer
SouthStar Bank
Pulling files and folders into a single cloud platform—one that we can easily control—has created efficiency gains for our global team.
Robert Sciaraffo
Managing Director of Technology
Riverside Company
PC Mag
“Egnyte is one of the strongest offerings on the market.”
Gartner Peer Insights
“Gartner Peer Insights Customers’ Choice Winner for Content Collaboration Platforms”
G2
“A Leader in File Storage and Sharing for 2025”
Forrester
“390% Average Return on Investment (ROI) When Deploying Egnyte”