Solutions – Financial Services2018-04-02T22:32:05+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.

Find out how to address GDPR with Data-Centric Security.

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 you need to share data with external agencies and outsource partners. This ‘protection wherever information goes’, is a key requirement in many of the new regulations.

How does it work? Granular usage permissions (view, edit, print, copy, run macros, screen capture) can be applied to a file to ensure protection even while a file is in use. And all usage information is tracked for real-time to help you with compliance reporting. 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, making compliance much easier.

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.


An interview with GDPR expert Robin Basham from EnterpriseGRC about how data-centric security can help organizations address core aspects of GDPR compliance.