Secure File Sharing and Compliance Solutions for Financial Services
- Protect sensitive data and meet regulatory requirements
- Simplify client onboarding and AI-powered document management
- Streamline compliance workflows effortlessly
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23,000+ Businesses Share Files Easily and Safely
Secure Content Management for Financial Institutions
Egnyte empowers financial institutions to securely manage, share, and govern critical content while supporting full compliance with industry and geographic regulations.
Data Security
- Data breach prevention for financial institutions
- Suspicious behavior detection
- Sensitive data identification and protection tools
Regulatory Compliance
- Policies to support SEC, FINRA, GLBA, and more
- Data governance software for financial institutions
- Policy-driven lifecycle management
Document Management
- Document collaboration tools for financial services
- Secure file sharing
- Financial workflow automation tools
Providing Document Management Tools for Regulatory Compliance
Empowering Financial Services Organizations Worldwide
Egnyte provides a cutting-edge document management solution for wealth management, private equity, venture capital banking and credit, insurance, and more.
Regulatory Compliance
- Stay compliant with FINRA, SEC, GDPR, and more through our robust compliance framework.
- Simplify compliance with complex, evolving regulations and firm policies.
- Maintain and demonstrate compliance across multi-repository architectures.
Advanced Security Measures
- Protect your data with end-to-end encryption, granular access controls, and real-time monitoring.
- Reduce risk and storage costs with automated archiving and deletion.
- Quickly detect and act on data exfiltration threats.
Audit Trails and Reporting
- Easily generate reports and maintain audit trails to simplify regulatory audits.
- Monitor and report on user behavior across hybrid and multi-cloud storage environments.
- Automate content classification for easier search and discovery, including during audits.
Seamless Collaboration
- Improve team productivity with secure file sharing and collaboration tools.
- Simplify and secure document collection, processing, and sharing with client portals.
- Easily monitor and control the sharing of sensitive data.
Integration Capabilities
- Integrate seamlessly with your existing financial software and tools.
- Streamline critical business processes across workflows to close business faster.
- Consolidate tech stack with native PDF markup and eSignature.
Trusted By Leading Financial Services Companies
Wealth Management
Learn what EP Wealth gained using Egnyte to protect confidential client data and support secure file sharing:
- Easy access to files for remote and traveling employees
- Granular access permissions
- Native integration with Practifi CRM
Private Equity
Learn how Rockbridge gained control over investment data with Egnyte:
- Streamlined compliance monitoring and reporting capabilities
- Gained visibility into where sensitive data resides, how it's shared and accessed
- Improved productivity, security, and overall content governance
Insurance
Learn how UK-based PIB Group centralized, secured, and augments data in Egnyte:
- Migrated 16 TB of data into Egnyte in under two weeks
- Estimated thousands of hours saved on data migration
- Experienced a smooth, intuitive transition from legacy platforms
Banking
Learn how SouthStar bank gained better security, reduced costs, and happy users with Egnyte:
- Slashed number of improperly located sensitive files from 20,000 to 0
- $10,000 annual cost savings by eliminating redundant software
- Streamlined access management permissions
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 2026”
Forrester
“390% Average Return on Investment (ROI) When Deploying Egnyte”