Egnyte Financial Services

Protect, manage, and control the sharing of sensitive financial data in the cloud.

Financial Services

Trusted by 22,000+ Content-Critical Businesses Worldwide

Southstar Bank
GP. Bullhound
Creative Planning Logo

Unified Document Management and Control

Sensitive and Regulated Data Protection

Automate the discovery and classification of data across cloud and on-premises sources, and prevent unauthorized file access with sharing safeguards and granular permissions.

Sensitive and Regulated Data Protection

Secure External Collaboration

Provide seamless access, preview and co-editing of large, complex financial models with external parties, while maintaining access controls with granular permissions.

Secure External Collaboration

Compliance Workflow Simplification

Streamline the process of managing regulated data with automated RAD/ROTS policies, DSAR/SAR fulfillment, and file activity audit logs that satisfy auditors and meet breach notification requirements.

Compliance Workflow Simplification

Client Onboarding

Automate document review, approval, and eSignature workflows on any device, while safeguarding the sharing of confidential information with external parties.

Client Onboarding
New Feature Spotlight

Trusted AI-Powered Assistants

  • Use GenAI to summarize documents like agreements, estate plans, and financial reports
  • Save critical employee time — ask questions in natural language and get immediate answers
  • Enhanced trust with Egnyte’s granular permission model ensures a user’s AI assistant never has access to more data than that user does
  • Trusted, secure, and confidential — no data stored outside your private environment ever
Simplify Document Management and Workflows with Egnytes AI

Plans For Financial Services Companies of All Sizes


  • File Versioning
  • Folder Templates
  • Desktop and Mobile Access
  • Single-Step Workflows
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$20 / User / Month
Paid annually

Enterprise Lite

  • Multi-setup Workflows
  • Legal Hold
  • Mobile & Desktop Device Controls
  • Role-Based Access Control
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Contact us for a custom quote


  • Intelligent Documents Classification
  • Data Privacy Management
  • Insider Threat Detection
  • Compliance Monitoring
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Contact us for a custom quote

Popular Add-Ons for Financial Services

Document Rooms

Protect highly confidential data associated with large financial transactions in an ultra-secure data enclave.

Infosec and Privacy Control Frameworks

Simplify and streamline compliance documentation and workflow.

Snapshot and Recovery

Restore large file and folder structures in minutes.

Trusted By Leading Financial Services Companies

Wealth Management

Learn how EP Wealth uses Egnyte to protect confidential client data and support secure file sharing.

Read Case Study
EP Wealth Advisors Case Study

Private Equity

Learn how Rockbridge maintains control over investment data with Egnyte’s AI-powered discovery and classification.

Read Case Study
Rockbridge Case Study


Learn how UK-based PIB Group uses Egnyte to manage risk and protect data at its source.

Read Case Study
PIB Group


Learn how SouthStar Bank controls the sharing of sensitive information without inhibiting organizational collaboration.

Read Case Study
SouthStar Bank Case Study

Additional Financial Services Resources

Cloud File Server

Egnyte Cloud File Server

Reduce administrative burden, complexity and cost by moving your content to the cloud.
Learn More
Document Rooms

Egnyte Document Room

Access, protect and manage large files for optimized workflows and enhanced team productivity.
Learn More
Data Security and Governance

Egnyte Data Security and Governance

Protect and manage your organization’s most sensitive and valuable data without slowing employee productivity.
Learn More

Speak With an Egnyte Financial Services Specialist Today