Securing Client Data Shared Across and Outside the Organization

Employees in your financial services company share sensitive information across business units and vendors, partners, external agencies, contractors, advisors through email, file sharing, and on the cloud regularly. Once these files containing 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? Check out this customer story from Donnelly Financial Services to see how they are using Rights Management to protect sensitive information.

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.

GRC / Risk & Audit Reports

Risk and audit reports contain highly confidential corporate statistics, financial data, sales data, foreign exchange information, operational metrics and more that are shared across business units.

1 of 6
Research / Reports

Internal and client research containing prime intellectual property and drafts are shared across different departments and office locations for approval.

2 of 6
Customer Service / Statements

Investment holding statements, performance summaries, net asset value documents, transition confirmations, payment and settlement files, and accounting information is shared across multiple departments.

3 of 6
Finance / M&A / Board / Contracts / Legal

Audit reports, financial documents, briefing packs and meeting minutes are shared with the Board and advisors outside the company network.

4 of 6
Outsourcing / Customer Data

Statement information is shared with third party printing vendors.

5 of 6
HR / Employee Data

Employee data is shared across business units and with outsourced agencies such as payroll and benefit companies.

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

Meet Compliance with Seclore Data-Centric Security Platform

Regardless of where your clients’ data resides, personally identifiable information is subject to such regulations as PCI-DSS and GDPR.

Seclore’s Data-Centric Security Platform 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.

Customer Spotlight

MCAG, provider of class action settlement services and financial audits, added Seclore Rights Management to their IT infrastructure to add granular control over the usage of data by employees and third parties.
Al Masah Capital, a Dubai based capital & private equity firm uses Seclore’s comprehensive usage control and tracking features to confidently share sensitive information with investors, making it easy to do business without risking information getting into the hands of their competitors.