0 likes | 1 Views
Egnyteu2019s centralized statistical analytics solution helps organizations unify data from multiple sources to generate actionable insights. With secure access, real-time data processing, and customizable dashboards, teams can collaborate on data analysis while maintaining governance and compliance. Streamline decision-making and boost performance with Egnyteu2019s intelligent analytics platform designed for modern enterprises.<br><br><br><br><br><br><br><br><br><br>
E N D
× Watch the 2025 Financial Services Summit - The Next Generation: Automated, Secure and AI-Powered. Watch On-Demand. Content Cloud for Financial Services Streamline document workflows, leverage AI-driven document insights, and maintain compliance seamlessly in the content cloud. Get Demo Exploring Egnyte? Here are some suggestions: Our Privacy Policy has been updated (see here). We use cookies on our website. Read more about this in our Privacy Policy. By clicking Accept, you consent to the use of all cookies. To decline all non-strictly necessary cookies, click Decline. To manage cookie preferences selectively, click Cookie Settings. Cookie Settings Accept Decline
Trusted by 22,000+ Content-Critical Businesses Worldwide Read Customer Success Stories Unified Financial Services Document Management and File Sharing Wealth Management
Achieve faster, smarter client outcomes with secure file collaboration, streamlined document workflows, AI-powered insights, and compliance-ready tools for SEC and FINRA standards. Learn More Buy-Side Close deals faster with content cloud collaboration via desktop, web, and mobile devices, virtual data rooms, accurate and efficient due diligence summaries, and automated compliance workflows. Learn More
Banking and Credit Deliver efficient, customer-first financial services by integrating legacy systems with modern content cloud solutions without compromising security or compliance. Learn More Insurance Boost operational efficiency by reducing costs and processing times with AI- enabled automated underwriting workflows and data-driven decision- making. Get Demo View Pricing
New Feature Spotlight Document Portal User-friendly, custom-branded portal with guided, secure document upload, review, and e-signature processes. Simplified document collection with pre-configured templates, on-demand requests, and automated reminders. Integrated workflows for document validation and review to eliminate redundancies and streamline operations. Comprehensive reporting and audit logs to track progress, mitigate delays, and ensure regulatory compliance. Learn More Plans For Financial Services Companies of All Sizes Business Enterprise Lite File Versioning Multi-setup Workflows Folder Templates Legal Hold Desktop and Mobile Access Mobile & Desktop Device Controls
Single-Step Workflows Role-Based Access Control Start Free Trial Contact Us $22 / User / Month Paid annually Contact us for a custom quote Ultimate AI Copilot, AI Search, and AI Workflow PDF markup and e-signature Sensitive data classification Snapshot & recovery (90-days) Contact Us Contact us for a custom quote Featured Solutions Document Portal Simplify and secure document requests, collection, and sharing for client onboarding, new account opening, and more. Egnyte Sign Legally binding electronic signatures directly in Egnyte workflow.
Document Room Protect highly confidential files in an ultra-secure data enclave for M&A, capital raise, investor relations, and more. View Pricing Trusted By Leading Financial Services Companies Wealth Management Private Equity
Wealth Management Learn how EP Wealth uses Egnyte to protect confidential client data and support secure file sharing. Read Case Study Additional Financial Services Resources Financial Services Expert Insights Explore how AI, secure collaboration, and compliance are transforming wealth management in the digital age. Secure, Simplify, and Scale Financial Services with Egnyte Learn how Egnyte streamlines document management, collaboration, and compliance.
Read More Watch Video Succeeding in the Future of Financial Services Explore trends, challenges, and innovations shaping the future of financial services from Datos Insights. Watch Video FAQs ﹢ How can financial institutions protect sensitive client and transaction data?
﹢ What are the best practices for data retention and deletion in financial services? ﹢ How can financial firms meet regulatory requirements like SEC, FINRA, and GDPR? ﹢ What are the benefits of integrating document management with existing financial software? ﹢ How can financial institutions defend against ransomware and ensure data recovery? ﹢ What is the best way to modernize document management for financial services? ﹢ What should financial firms look for in secure file sharing and collaboration tools?
Speak With an Egnyte Financial Services Specialist Today Chat Now US: 1-877-734-6983 EMEA: +44.20.3356.3714 ABOUT NEWS SUPPORT About Us Media Room Professional Services Leadership In the News Support Packages EXCELLENT Investors Press Releases Technical Support Offices Careers 4.5/5 (61) TOP CUSTOMER-RATED SOFTWARE LEADER in Data Governance LEADER in Data-Centric Security LEADER in Cloud Content Collaboration Enterprise File Sharing Full Features Secure File Sharing Governance Cloud File Server Website Terms of Use Privacy Policy Terms of Service Compliance DMCA Requests Site Map Cookies Preferences