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Financial Services

Protect and Govern Your Customer’s Sensitive Financial Data

Banks, credit unions and investment firms are subject to strict regulations. Financial institutions also have a duty to handle the data they collect responsibly and ensure it’s protected. Proactively discover, manage and govern sensitive customer information.

Achieve Compliance with Evolving Regulations

Automatically discover and classify customer information and keep up with changing regulations.

  • SOX
  • GDPR
  • GLBA
  • CCPA

We’ve helped some of the largest financial institutions with:

  • Sensitive data identification and remediation
  • Content cleanup
  • Migrations
  • Records management

Voya Financial chose us to help them create a fully auditable data map, reduce data under management and support enterprise-wide data governance.

Download Case Study Here

Robust reporting

Create custom reports with integrations to leading BI tools such as Tableau and Power BI

Meet requirements for data disposition

Identify and eliminate redundant, obsolete, and trivial content (ROT) and defensibly delete over-retained data

Efficient data migration

Clean, categorize, tag, and migrate content from file shares to an electronic content management system such as Microsoft O365

Discover and control sensitive information

Identify sensitive content such as personally identifiable information (PII), protected health information (PHI), confidential documents, and other vulnerable data and lock it down

Manage content in place

Develop rule-based records taxonomies and file plan structures to discover and auto-categorize files into retention schedules and manage content in place

Improve ROI from DLP investments

Leverage Data Loss Prevention (DLP) platforms more effectively, using rules developed from indexing

Learn why financial institutions choose us

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