Egnyte Financial Services

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

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Trusted by 22,000+ Content-Critical Businesses Worldwide

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Southstar Bank
GP. Bullhound
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Unified Document Management and Control

Document Portal

Document Portal

Streamline document collection and sharing workflows with templated requests and a secure portal, bringing efficiency to business operations and a superior staff and client, vendor, and partner user experience.

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Sensitive and Regulated Data Protection

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.

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Secure External Collaboration

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.

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Compliance Workflow Simplification

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.

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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

Business

  • 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

Enterprise

  • 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.

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Trusted By Leading Financial Services Companies

Wealth Management Private Equity Insurance Banking

Wealth Management

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

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EP Wealth Advisors Case Study

Private Equity

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

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Rockbridge Case Study

Insurance

Learn how PIB Group Ltd saves thousands of hours on data migration for acquired companies.

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PIB Group

Banking

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

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SouthStar Bank Case Study

Additional Financial Services Resources

Egnyte Sign

Egnyte Sign

Simplify document approval and validation with a turnkey eSignature solution built into the flow of work​.
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Document Rooms

Egnyte Document Room

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

Egnyte Data Security and Governance

Protect and manage your organization’s most sensitive and valuable data without slowing employee productivity.
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Speak With an Egnyte Financial Services Specialist Today

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