Financial Services

Secure file sharing for finance

Protect every dollar, control every cent

Increase client engagement with secure file access from anywhere. Account updates are automatically available on any device, empowering mobile teams to provide better customer service. Leverage one compliant content platform for everything.

NFP logo
Nasdaq logo
Lincoln Financial Group logo
Churchhill Capital logo
Cinven logo

Protect client information

Meet the highest standards of data compliance, including SEC oversight, GDPR, FINRA regulations, and Sarbanes-Oxley guidelines. Use Smart Reporting and Auditing to monitor file sharing permissions while maintaining control and complete content visibility.

Secure remote access

Egnyte offers secure file access, custom user authentication, and granular folder permissions; ensuring only authorized users have file access. Whether in the office or meeting clients, Egnyte delivers end-to-end security in a click.

Customize workflows

Egnyte integrates seamlessly with popular apps to help streamline workflows, boost productivity and provide everyone with the flexibility they need to get the job done. Keep IT in control while employees work however they want.

Anytime, anywhere, any device

Securely access client documents from anywhere. What’s more? Updates made out of the office are automatically available to other members of the team, whether they are with clients or on the road using any screen available.

Egnyte takes a giant leap further because we can see what users are doing. It’s starting to give us much greater visibility into what we have in the cloud.”

Mark Grosvenor

CTO and Executive Vice President

Ready to Get Started?