Egnyte Financial Services
Protect, manage, and control the sharing of sensitive financial data in the cloud.
Trusted by 26,000+ Content-Critical Businesses Worldwide
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.
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.
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.
Client Onboarding
Automate document review, approval, and eSignature workflows on any device, while safeguarding the sharing of confidential information with external parties.
Plans For Financial Services Companies of All Sizes
Business
- File Versioning
- Folder Templates
- Desktop and Mobile Access
- Single-Step Workflows
Enterprise Lite
- Multi-setup Workflows
- Legal Hold
- Mobile & Desktop Device Controls
- Role-Based Access Control
Enterprise
- Intelligent Documents Classification
- Data Privacy Management
- Insider Threat Detection
- Compliance Monitoring
Popular Add-Ons for Financial Services
Document RoomsProtect highly confidential data associated with large financial transactions in an ultra-secure data enclave.
Protect highly confidential data associated with large financial transactions in an ultra-secure data enclave.
Infosec and Privacy Control FrameworksSimplify and streamline compliance documentation and workflow.
Simplify and streamline compliance documentation and workflow.
Snapshot and RecoveryRestore large file and folder structures in minutes.
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.
Private Equity
Learn how Rockbridge maintains control over investment data with Egnyte’s AI-powered discovery and classification.
Insurance
Learn how UK-based PIB Group uses Egnyte to manage risk and protect data at its source.
Banking
Learn how SouthStar Bank controls the sharing of sensitive information without inhibiting organizational collaboration.
Additional Financial Services Resources
Egnyte Cloud File Server
Egnyte Document Room
