EGNYTE FOR FINANCIAL SERVICES
Financial Data Security and Compliance
Achieve project goals faster & more cost effectively
Powering Financial Services Firms Worldwide
Egnyte enables financial services firms to protect their clients’ personal and financial data and maintain compliance, while also providing a seamless and modern file sharing experience across any device, anywhere. Unlike the complexity of having content sprawled across legacy file infrastructure, individual-centric storage and single-purpose cloud apps, Egnyte provides a robust, cloud-based solution to all your file sharing needs that is delightfully easy to administer and govern and substantially reduces security risks.

Private Equity & Venture Capital
Protect sensitive financial data in your virtual deal rooms.
Wealth Management
Identify and protect your clients’ sensitive personal and financial data.
Community Banks & Credit Unions
Simplify compliance to reduce risk and potential regulatory fines.
Insurance Brokers
Streamline claims processing with secure file sharing for remote users.
An All-in-One Collaboration, Data Security
and Compliance Solution

Protect Sensitive Financial Data
Gain full visibility and control over file activity and user behavior. Monitor and report on content access, permissions, and sensitive data like customer information, financial assets, and PII.
Simplify Compliance
Stay on top of constantly changing government regulations. Automatically classify regulated and sensitive data, manage content lifecycle through retention policies, and easily report on file access and activity for your auditors.


Defend Against Data Theft
Proactively reduce risk with machine learning by data security risks and automating policies and processes. Lock down sensitive data for an efficient and robust content security posture.


Learn how IT leaders from two global financial institutions, Brookfield Properties and IK Investment Partners, use Egnyte to support—and secure—remote work.
The Most Innovative Companies Use Egnyte
From weeks to days
We have had over 270 GDPR subject access requests. Before Egnyte, each request took three weeks to service. Now it takes as little as 2-3 days.

Dave Boxall
VP InfoSec & Engineering, Preqin
Keeping company and client data secure
We needed to have greater visibility of the type of data that we were holding and how it was being accessed. We also wanted to be alerted to unusual activity which is a big issue. Egnyte is giving us those alerts.

Jason Ozin
CISO, PIB Group
Just turn Egnyte on
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
VP of Technology, GP Bullhound
From a Single Platform, Egnyte Enables

Additional Resources

Data Governance Trends
Predictions, pitfalls, and technologies for the future of digital work.

Remaining Compliant in Financial Services
Technology that simplifies compliance in the ever-changing Financial Services industry.

The Total Economic Impact of the Egnyte Platform
Explore the cost savings financial services customers are enjoying with Egnyte.