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.

Protect clients’ personal and financial data and maintain compliance

Private Equity & Venture Capital

Protect sensitive financial data in your virtual deal rooms.

Identify and protect sensitive personal and financial data

Wealth Management

Identify and protect your clients’ sensitive personal and financial data.

Simplify compliance to reduce risk

Community Banks & Credit Unions

Simplify compliance to reduce risk and potential regulatory fines.

Streamline claims processing with secure file sharing

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.

Screenshot showing connection of Egnyte cloud data to public cloud compute engine

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.

Controlled Sharing

Confidently share files with colleagues and clients using permissions management and password protection. Collaborate faster with direct access to content in the industry apps you love, like DocuSignPractifi, and many more.

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


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.

Get Started with Egnyte Today