Solutions – Financial Services 2017-07-06T16:19:57+00:00

Securing Client Data Shared Across and Outside the Organization


Employees in your financial services company share sensitive information across business units and with vendors, partners, external agencies, contractors, advisors, and other outsourcers through email, file sharing, and the cloud on a regular basis. Once these files that contain sensitive client and financial data are shared, they can be exploited – accidentally or maliciously. So how can you balance today’s business demands with growing data security and compliance requirements? Read through our financial services business use cases.

Secure Sensitive Data Across and Beyond Your Organization

There are many areas where sensitive data can be vulnerable to data leakage. Scroll over the six departments in the diagram below to see where your financial services company may be most vulnerable to a data loss.

Rights Management Can Help Your Financial Services Firm with Compliance

Regardless of where your clients’ data resides, personally identifiable information is subject to such regulations as PCI-DSS and GDPR. Seclore’s Rights Management helps ensure that your information is always secure, even when sending data to external agencies, or access information on the cloud or mobile devices. Granular usage permissions (view, edit, print, copy, run macros, screen capture) can be applied to a file and updated any time from any location even with previously shared information. And all usage information is tracked for real-time audit trails to meet compliance regulations. No longer do you have to worry about internal employees, business partners or vendors leaking data – whether it’s accidental or malicious. Your data remains safe at all times.

Customer Spotlight

MCAG, provider of class action settlement services and financial audits, added Seclore Enterprise Rights Management to their IT infrastructure to add granular control over the usage of data by employees and third parties.


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