Egnyte for Financial Services
One Platform for Collaboration and Data Protection
Protect Sensitive Data Without Compromising Customer Engagement
Private Equity
Protect sensitive transactions and portfolio companies.
- Secure remote access to documents by fund managers and analysts working remotely (on any device, anywhere)
- Real-time collaboration on large, inter-linked Excel models
- Granular permissions, audit, and reporting to keep documents safe – even from insiders
- Data rooms for the controlled sharing of information with external parties, including LPs, transaction teams, portfolio companies, and more
The biggest business accomplishment is the efficiency of freeing up IT resources. Without having to do the labor-intensive work of identifying sensitive content, IT can now concentrate on value-add projects.
Investment Services
Allow clients and investment managers to access and share financial documents securely.
- Secure remote access to documents by investment advisors working remotely
- Granular permissions, audit and reporting to keep sensitive information safe – even from insiders
- Data rooms for the controlled sharing of information with clients
- Custom branding and upload links for the receipt of client information, with built-in protections against malware and viruses
DSAR response could cause a lot of headaches. But the DSAR workflows in Egnyte reduce a lot of manual work and help ensure that we meet GDPR notification deadlines.
Insurance
Allow agents, adjusters, and customers to access and share claims documents securely.
- Secure remote access to documents by claims adjusters working in the field
- Granular permissions, audits, and reporting to keep sensitive information safe – even from insiders.
- Automated workflows for review, approval, and eSignatures on client documentation
- Custom branding and upload links for the receipt of client information, with built-in protections against malware and viruses
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.
Banking
Allow advisors and loan officers to access and share financial documents securely.
- Secure remote access to documents by lending professionals working remotely
- Granular permissions, audit and reporting to keep sensitive information safe – even from insiders
- Data rooms for the controlled sharing of information with clients
- Custom branding and upload links for the receipt of client information, with built-in protections against malware and viruses
Egnyte’s ability to co-edit documents using Office is big for us. We have spreadsheets that every branch touches every day. In the past, they’d have to wait up to an hour for somebody to be out of the document before they could edit. Now they collaborate in real time.
One Simple, Secure Foundation For All Your Content
Protect Sensitive Financial Data
- Discover and classify regulated financial data across cloud and on-premises sources, including: FINRA, FDIC, GLBA, SEC, SOX, GDPR, PCI, PII, and many more
- Prevent unauthorized access to sensitive data with granular permissions and sharing safeguards
- Automatically detect early signs of ransomware and trigger responses that help stop an attack
- Control sensitive data access without interrupting day-to-day operations
Simplify Compliance
- Automate document retention in support of privacy and compliance standards
- Monitor how sensitive and regulated financial data is accessed or shared
- Satisfy auditors and meet breach notification requirements with file activity audit logs
- Streamline the process of DSAR fulfillment
Securely Collaborate
- Access, preview and edit large, complex financial models built in Excel
- Share and co-author secure documents with external parties
- Control user permissions to highly sensitive documents to prevent unauthorized access
- Automate document reviews, approvals, and eSignature workflows
Onboard Clients Quickly
- Securely access and share confidential information with clients
- Automate document review and eSignature workflows
- Collaborate and co-author content from any device, anywhere
- Prevent unauthorized access to sensitive, personal data with granular access permissions and sharing safeguards
The Power of Many Tools in One Turnkey Platform
Business Plan
- Secure remote collaboration
- Large file support
- Smart cache
- Ransomware protection
- Native integrations with industry applications
Enterprise Plan
- Advanced ransomware protection
- Automated retention, archiving, and deletion
- Content safeguards
- Compliance management