Financial Services

Protect Financial Data Wherever It Lives

Financial institutions manage some of the world’s most sensitive information. FileFlex Enterprise extends Zero Trust directly to the data layer, giving banks, credit unions and other financial organizations secure, policy-controlled access to financial data across existing storage — without moving or duplicating it.

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Financial Data Is Everywhere

A Growing Data Access Challenge

Financial institutions no longer operate within a single network, application or data repository.

Customer records, loan documents, financial statements, contracts, transaction records, regulatory documentation and other sensitive information are distributed across on-premises file servers, NAS, SharePoint, cloud storage and legacy systems.

At the same time, that information must be accessed by an increasingly diverse group of employees and outside parties — including customers, members, advisors, auditors, attorneys, contractors and business partners.

The challenge is straightforward:More Data + More Locations + More Users + More External Collaboration = More Access Risk

Financial professionals reviewing sensitive information together

The Zero Trust Data Gap

Zero Trust Often Stops Before It Reaches the Data

Financial institutions have invested heavily in identity management, multi-factor authentication, endpoint security, network segmentation and Zero Trust Network Access.

These technologies are essential. But they primarily protect identities, devices, networks and applications.

Ultimately, what users need is access to data.

Once an authenticated user reaches a repository or application, organizations still need to answer a more granular question:

Should this user be allowed to access this particular file or folder, and under what permissions?

That is the Zero Trust Data Gap. FileFlex Enterprise closes this gap by extending Zero Trust principles directly to data access and sharing across existing repositories.

The Zero Trust Data Gap: identity, devices and applications are protected, while access to the underlying data remains the missing layer

Zero Trust Data Access for Financial Services

Apply Zero Trust Directly to Sensitive Financial Information

FileFlex Enterprise is an overlay service built ground-up for Zero Trust that applies Zero Trust Data Access to existing financial data infrastructure.

Rather than moving sensitive information into another repository, FileFlex governs access to data where it already resides. Every access request is authenticated and authorized before access is granted, while granular permissions determine the level of access provided to authorized users.

Data Stays in Place

Access existing information without migrating it into a new FileFlex repository. Data remains on the organization’s existing storage infrastructure.

Granular Access Controls

Apply least-privilege permissions at the file and folder level, including view-only, download, upload, edit and sharing permissions.

Secure External Collaboration

Give customers, members, auditors, advisors, attorneys and other authorized third parties controlled access to the information they need without exposing the underlying storage infrastructure.

Centralized IT Control

Apply centralized policies across distributed financial data environments while maintaining control over access and sharing.

Detailed Activity Logging

Track user access and sharing activity across connected storage and export activity logs to SIEM or Syslog environments.

Hybrid Infrastructure Support

Extend Zero Trust Data Access across existing on-premises, cloud, SharePoint and legacy storage environments.

One Platform. Many Financial Services Workflows.

Secure Access and Collaboration Across the Financial Enterprise

FileFlex Enterprise provides a common Zero Trust Data Access layer that can support multiple financial services workflows without creating separate data silos for each use case.

Financial services ecosystem connected through FileFlex Enterprise Zero Trust Data Access
Banking professional analyzing financial information

Banking

Provide employees, customers and authorized third parties secure access to sensitive banking information while maintaining centralized IT control.

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Mortgage paperwork and house keys

Mortgage & Lending

Secure document collaboration among borrowers, loan officers, underwriters, brokers, appraisers, attorneys and other participants throughout the lending process.

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Financial services customer using a secure mobile portal

Client & Member Portals

Provide customers and members secure, authenticated access to sensitive documents without relying on email attachments or open public links.

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Financial professionals collaborating in a secure data room

Virtual Data Rooms

Create controlled environments for due diligence, financial transactions, closings, M&A, regulatory reviews and other sensitive document workflows while keeping source data under organizational control.

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Financial professionals collaborating with an external advisor

Professional & Third-Party Collaboration

Give auditors, legal counsel, consultants, advisors and other outside parties controlled access to specific files and folders without providing access to the underlying network or storage infrastructure.

Built for Highly Regulated Environments

Strengthen Data Access Governance and Support Compliance

Financial institutions operate under extensive cybersecurity, privacy and data governance requirements.

FileFlex helps organizations support these requirements by applying identity-based, least-privilege controls directly to data access and maintaining detailed records of access and sharing activity.

FileFlex can support security and compliance programs associated with frameworks and regulations including:

GLBA • FFIEC • NIST • DORA • GDPR • CCPA/CPRA • Local Privacy Requirements

FileFlex does not replace an organization’s broader compliance program. It provides technical controls that can help financial institutions demonstrate how access to sensitive unstructured information is governed.

Financial professionals collaborating with clients in a regulated banking environment

Move Governance. Not Data.

Add Zero Trust Without Replacing Your Existing Data Infrastructure

Financial institutions have spent years building storage and information infrastructure. Securing access to that data should not require replacing it.

FileFlex Enterprise overlays existing infrastructure and provides a secure access layer between authorized users and the data they need.

Users do not connect directly to source storage. Access requests are authenticated and evaluated against policy before authorized information is retrieved from the appropriate source.

The result is centralized Zero Trust Data Access across heterogeneous storage environments — without creating another repository or requiring wholesale infrastructure change.

Move governance, not data: FileFlex applies a Zero Trust access layer across existing on-premises, cloud and legacy repositories

Protect Data Without Disrupting the Business

Security That Supports Financial Services Operations

FileFlex Enterprise helps financial organizations strengthen data security while enabling the access and collaboration required for modern financial services.

Compliance professional reviewing protected financial records

Reduce Data Exposure

Apply least-privilege access directly to sensitive files and folders so users receive access only to the information they are authorized to access.

Executive team working from a shared source of financial information

Reduce Unnecessary Data Sprawl

Enable controlled access to existing information rather than creating unnecessary copies in separate collaboration repositories.

External financial partners collaborating securely

Secure Third-Party Access

Provide external users controlled access to specific information without exposing internal networks or underlying storage infrastructure.

Professional using a laptop with a digital file-management interface

Modernize Legacy Data Access

Extend modern, policy-controlled remote access to existing file servers, NAS, FTP and other legacy infrastructure.

Customer accessing financial services securely from a phone

Improve Customer and Member Collaboration

Replace email attachments and uncontrolled sharing with authenticated, policy-controlled access to sensitive documents.

FileFlex Enterprise interface displaying connected data repositories on a laptop

Increase Visibility

Maintain detailed activity logs showing access and sharing actions across connected data repositories.

Complete Your Zero Trust Architecture

Extend Zero Trust All the Way to Your Financial Data

Financial institutions have made significant investments securing identities, endpoints, networks and applications. The next step is extending those same Zero Trust principles to the information those systems were designed to protect.

FileFlex Enterprise provides the data layer of Zero Trust — applying secure, granular and policy-controlled access to sensitive financial information wherever it resides.

Protect access to sensitive financial information without migrating data, replacing existing storage or disrupting established workflows.

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