Content Cloud for Financial Services
Streamline document workflows, leverage AI-driven document insights, and maintain compliance seamlessly in the content cloud.
Trusted by 22,000+ Content-Critical Businesses Worldwide
Unified Financial Services Document Management and File Sharing
Plans For Financial Services Companies of All Sizes
Business
- File Versioning
- Folder Templates
- Desktop and Mobile Access
- Single-Step Workflows
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$22 / User / Month
Paid annually
Enterprise Lite
- Multi-setup Workflows
- Legal Hold
- Mobile & Desktop Device Controls
- Role-Based Access Control
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Ultimate
- AI Copilot, AI Search, and AI Workflow
- PDF markup and e-signature
- Sensitive data classification
- Snapshot & recovery (90-days)
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Featured Solutions
Document PortalSimplify and secure document requests, collection, and sharing for client onboarding, new account opening, and more.
Simplify and secure document requests, collection, and sharing for client onboarding, new account opening, and more.
Egnyte SignLegally binding electronic signatures directly in Egnyte workflow.
Legally binding electronic signatures directly in Egnyte workflow.
Document RoomProtect highly confidential files in an ultra-secure data enclave for M&A, capital raise, investor relations, and more.
Protect highly confidential files in an ultra-secure data enclave for M&A, capital raise, investor relations, and more.
Egnyte Supports Industry Associations
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
FAQs
Financial institutions can protect sensitive data through a combination of technical and administrative controls. These include end-to-end encryption for data at rest and in transit, multi-factor authentication (MFA), granular user access controls, secure external file sharing, and regular security audits. Additionally, automated data classification and threat detection systems help identify and prevent unauthorized access or data leakage.
Best practices include creating automated data retention policies aligned with regulatory requirements such as SEC Rule 17a-4, FINRA, GDPR, and CCPA. Organizations should configure granular retention periods based on data types and implement legal hold capabilities to preserve data during litigation. Secure and verifiable data deletion workflows should be in place to minimize long-term data risk and ensure compliance with privacy standards.
Meeting regulatory requirements involves a combination of secure document management, compliance automation, and detailed auditability. Firms should use systems that support immutable audit logs, automated data classification, role-based access control, and policy-driven data governance. Regular compliance reporting and the ability to enforce legal holds are also key. Partnering with cloud platforms that offer pre-configured templates for common financial regulations can streamline this process.
Integrating document management with tools like CRM systems, portfolio management software, DMS, and e-signature platforms enhances productivity and ensures consistent data governance across the organization. It eliminates silos, reduces manual duplication, and enables secure, compliant workflows from familiar interfaces. This integration also improves collaboration and helps maintain a single source of truth for regulated documents and client records.
Defending against ransomware requires proactive threat detection, automated ransomware scanning, and immediate incident response capabilities. Financial firms should employ versioned file storage, enabling fast rollback to clean file versions after an attack. Regular offsite backups, combined with immutable storage options, further ensure data can be fully restored. User training and strong endpoint protections are also essential components of a ransomware defense strategy.
The best approach is to transition from legacy file servers and on-premises storage to a secure cloud-based document management platform. This enables centralized access for distributed teams, automated compliance enforcement, advanced search capabilities, and secure collaboration with clients and partners. Cloud-based platforms also offer built-in disaster recovery, mobility, and scalable performance, helping financial institutions stay competitive and agile.
Key features to look for include end-to-end encryption, granular access controls, secure external sharing with expiration controls, audit logs, and compliance support for industry regulations. The solution should offer integrations with key financial systems, support for mobile and remote access, ransomware protection, and the ability to manage both structured and unstructured data across multiple repositories. Usability and a strong track record in data security are also critical.