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23,000+ Customers Across 112 Countries
Why Financial Services
Firms Choose Egnyte
Egnyte helps financial services firms accelerate critical business operations
—turning document-heavy tasks into faster, more connected, revenue-
generating workflows.
Streamline Financial Services Document Management
Accelerate business cycles by unifying teams in a secure workspace with automated workflows, co-editing, document collection, and familiar desktop access.
Accelerate Analysis and Decision Making
Use secure AI with industry-safeguards to reliably extract key data, summarize massive documents, conduct document validations, and automate processes with agents.
Modernize Infrastructure Without Disrupting Work
Instantly scale users and content across global teams during acquisitions or spinoffs without disruption with the ability to centrally govern hybrid and multi-cloud repositories.
Simplify Compliance and Reduce Risk
Automate security and compliance with classification, threat detection, audit trails, ransomware recovery, and content lifecycle management to meet SEC, FINRA, GLBA, and other requirements.
Specialized Solutions for Every
Financial Services Process
Wealth Management
Achieve better outcomes with document collection, collaboration, and AI processing, all governed for SEC and FINRA standards.
Buy-Side
Close more deals with desktop-native Excel, unbreakable complex models, and AI-powered due diligence in one secure cloud.
Sell-Side
Accelerate transactions with secure cloud document management, virtual data rooms, and auditable document workflows across teams.
Banking and Credit
Modernize banking infrastructure with hybrid cloud deployments, AI-powered underwriting, and centralized governance.
Insurance
Collaborate on document workflows across clients, departments, and outside vendors, embedding AI into inbound processes.
See How Financial Services Teams Work With Egnyte
Egnyte combines collaboration, AI, and governance in one platform—driving team productivity, secure workflows, and automated compliance for financial services.
Secure Collaboration Tools
Eliminate back-and-forth email chains and simplify document collection with intuitive, guided workflows. Collaborate in real time across departments or clients with co-editing, templated document requests, PDF comparison, and e-signature. Ensure productivity without retraining or disruption through integrations with desktop and business apps.
AI for Financial Services
Search in natural language, use conversational AI, and apply prompt libraries to extract insights across content. Agents automate complex, repetitive tasks—streamlining diligence, reporting, and onboarding. Secure AI with safeguards ensures insights adhere to governance policies, enabling faster work without higher risk.
Built-In Governance
Get centralized audit trails, anomaly/threat detection, and ransomware recovery across hybrid environments. Automate lifecycle retention, classification, and policy management. Egnyte embeds compliance into workflows for SEC, FINRA, GLBA, NAIC, NCUA, and more.
Reliable Architecture
Support growth and reduce IT administration burdens with a cloud-first architecture designed to scale—no library size limits, no sync latency. From your first file to your first petabyte, Egnyte ensures consistent performance and reliability while maintaining data residency requirements and a single, centralized repository that eliminates content silos.
Trusted by Leading
Companies
Riverside Centralized 20 Years of Data to Power Faster, Secure Collaboration
With Egnyte, they were able to:
- Accelerate deal workflows with secure cloud sharing
- Reduce software costs and IT management burden
- Improve governance with AI-based threat detection
“Pulling files and folders into a single cloud platform—one that we can easily control—has created efficiency gains for our global team.”
Clearstead Replaced Fragmented Systems to Support 3x Asset Growth
With Egnyte, they were able to:
- Eliminate data sprawl and system silos
- Strengthen compliance under evolving SEC and GLBA rules
- Improve speed and usability without VPN dependence
“Egnyte checked all the boxes. It performed well, was extremely scalable, and had a great, feature-rich user interface.”
Wintrust Adds $20B in Assets and 2,000 Employees Without Growing Data Risk
With Egnyte, they were able to:
- Replace ShareFile and unify data governance
- Reduce storage growth despite rapid expansion
- Gain immediate visibility and anomaly detection
“Egnyte’s sensitive-content detection and ransomware functionality help us stay on top of anything unusual, with constant visibility into who has access to what.”
The Colony Group Unified 40+ Systems Into One Governed Platform
With Egnyte, they were able to:
- Simplify collaboration across dispersed teams
- Accelerate compliance audits and client reporting
- Integrate Salesforce for seamless client engagement
“Egnyte was disruption-free, which made user adoption so much smoother. I even hadsomeone tell me, ‘I don’t use Egnyte,’ not realizing she was using it every day.”
PIB Group Scaled 100+ Acquisitions With 40 TB of Governed Data
With Egnyte, they were able to:
- Migrate 16 TB of data in under two weeks
- Centralize and secure 40 TB of content
- Enable document search and comparison
“My team loves Egnyte. They love the granularity, they love the control, and they lovethat it makes data migration so easy.”
Want to see what Egnyte has for your organization?
Built for Financial Compliance
and Security Requirements
Centralized Governance
-
Uniform Policies Across Repositories
Consistent controls across cloud, hybrid, and legacy systems -
Audit Trails for Full Visibility
Easy regulator-ready reporting -
Anomaly Detection and Reporting
Proactive alerts to mitigate insider and external threats
Resilient Protection
-
Ransomware Detection and Recovery
Prevent and remediate encrypted content -
Insider Threat Monitoring
Detect unusual or risky user behaviors -
Policy-Driven Lifecycle Retention
Automate record keeping and retention policies
Egnyte Supports Industry Associations
Select the Best Plan for Your Organization
Egnyte offers plans for all size companies and needs, and is built to scale with your business.
Business
- Single document AI Q&A
- Secure collaboration
- Discretionary permissions
- Google Workspace integration
- M365 co-editing (online and desktop)
$22 / User / Month
Paid annually*
Enterprise Lite
Everything in Business, plus:
- Ransomware detection (artifact-based)
- Suspicious login detection
- Content lifecycle management
- Advanced workflows
- Secure collaboration
$39 / User / Month
Paid annually*
MOST POPULAR
Elite
Everything in Enterprise Lite, plus:
Advanced AI
- AI Assistant, AI Search, AI Workflow
- PDF markup
- E-signature
- Dynamic watermarking
- Auto-remediation
$48 / User / Month
Paid annually*
Ultimate
Everything in Elite, plus:
Advanced AI
- Document type classification
- Sensitive data classification
- Snapshot & recovery
- Ransomware detection (behavioral-based)
- DLP/Preventive control integration
Contact us for a
custom quote
Trusted by IT Leaders.
Loved by Their End Users.
Egnyte is trusted by thousands of IT leaders and end users. We are industry leaders in data security, data governance, cloud content collaboration, and tools for IT managers.
Cloud Content
Collaboration
Data
Security
Data
Governance
Data-Centric
Security
Sensitive
Data Discovery
Autodesk Construction
Cloud Integration
Partners
Electronic Trial
Master File (eTMF)
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Frequently Asked Questions
Have more questions? Contact Sales to get the answer you’re looking for.
How can financial institutions protect sensitive client and transaction data?
Financial institutions can protect sensitive data through a combination of technical and administrative controls. These include end-to-end encryption for data at rest and in transit, multi-factor authentication (MFA), granular user access controls, secure external file sharing, and regular security audits. Additionally, automated data classification and threat detection systems help identify and prevent unauthorized access or data leakage.
What are the best practices for data retention and deletion in financial services?
Best practices include creating automated data retention policies aligned with regulatory requirements such as SEC Rule 17a-4, FINRA, GDPR, and CCPA. Organizations should configure granular retention periods based on data types and implement legal hold capabilities to preserve data during litigation. Secure and verifiable data deletion workflows should be in place to minimize long-term data risk and ensure compliance with privacy standards.
How can financial firms meet regulatory requirements like SEC, FINRA, and GDPR?
Meeting regulatory requirements involves a combination of secure document management, compliance automation, and detailed auditability. Firms should use systems that support immutable audit logs, automated data classification, role-based access control, and policy-driven data governance. Regular compliance reporting and the ability to enforce legal holds are also key. Partnering with cloud platforms that offer pre-configured templates for common financial regulations can streamline this process.
What are the benefits of integrating document management with existing financial software?
Integrating document management with tools like CRM systems, portfolio management software, DMS, and e-signature platforms enhances productivity and ensures consistent data governance across the organization. It eliminates silos, reduces manual duplication, and enables secure, compliant workflows from familiar interfaces. This integration also improves collaboration and helps maintain a single source of truth for regulated documents and client records.
How can financial institutions defend against ransomware and ensure data recovery?
Defending against ransomware requires proactive threat detection, automated ransomware scanning, and immediate incident response capabilities. Financial firms should employ versioned file storage, enabling fast rollback to clean file versions after an attack. Regular offsite backups, combined with immutable storage options, further ensure data can be fully restored. User training and strong endpoint protections are also essential components of a ransomware defense strategy.
What is the best way to modernize document management for financial services?
The best approach is to transition from legacy file servers and on-premises storage to a secure cloud-based document management platform. This enables centralized access for distributed teams, automated compliance enforcement, advanced search capabilities, and secure collaboration with clients and partners. Cloud-based platforms also offer built-in disaster recovery, mobility, and scalable performance, helping financial institutions stay competitive and agile.
What should financial firms look for in secure file sharing and collaboration tools?
Key features to look for include end-to-end encryption, granular access controls, secure external sharing with expiration controls, audit logs, and compliance support for industry regulations. The solution should offer integrations with key financial systems, support for mobile and remote access, ransomware protection, and the ability to manage both structured and unstructured data across multiple repositories. Usability and a strong track record in data security are also critical.
Power Smarter, Safer Financial
Services Workflows
See how Egnyte helps financial services firms cut manual work, accelerate client service, and embed compliance into workflows—without duct-taping tools or moving content.