Protect Your Clients' Financial Assets and Information
Secure File Sharing and Governance
Financial services professionals help their clients achieve their financial dreams but risk becoming their worst nightmare in the event of a data breach. Cyber criminals target financial services organizations to steal customer and financial data in account statements, loan applications, insurance claims and other documents. With the Accellion file sharing and governance platform, bankers, insurance agents, and investment advisors provide their clients trusted financial services with the highest levels of information security and compliance.
Financial Services Solutions
Manage the Risk of Disclosure
Prevent Sensitive Data from Leaking
Financial services organizations risk losing their competitive advantage when employees steal or lose investment strategies, customer accounts or other proprietary information. Utilizing the Accellion file sharing and governance platform, financial services organizations limit file access to authorized users. In addition, knowing who is opening, editing, and sharing files provides critical transparency and helps protect clients’ personally identifiable information from an insider threat.
Secure and Streamline Back Office Processing
Automate File Transfers for Routine Operations
Automate and govern your firms daily back office process to provide more transparency around enterprise operations. Utilizing SFTP and API’s, you can pull data into the Accellion platform from outside or inside your organization, i.e. benchmark data feeds and internal accounting systems then push new files out to market data service platforms. Store point-in-time copies of files and monitor processes to expedite troubleshooting and ensure clean operational processes that are the cornerstone to your business. Pair this with front office communications to have a holistic view of all of your organization’s content in the front and back office.
Preserve Your Clients’ Financial Future
Protect Client Investments From Cyber Attacks
Financial services professionals handle vast amounts of personally identifiable information when processing claims, tax returns, and line of credit applications. The systems that hold this sensitive information therefore must remain impervious to sophisticated ransomware, malware and zero-day attacks from cyber criminals. The Accellion file sharing and governance platform allows financial services organizations to protect client privacy and build trust through secure information exchange.
Help Your Clients, Wherever You Are
Stay Productive and Secure When Out of the Office
Financial services professionals advise their clients from airport terminals, rental cars, conference rooms and other locations, hindering their access to the most current information. Safe and simple access to up-to-date information, therefore, is critical to job success. The Accellion file sharing and governance platform lets financial services professionals download equity research reports, edit customer presentations, share prospectuses and other tasks from any location, using any device, securely and in compliance with data privacy regulations.
Collaborate Effectively on Big Deals
Partner Securely with Clients and Colleagues
Large, complex projects like mergers and acquisitions, real estate development projects, and bankruptcies require extensive and discrete collaboration between financial service providers and their clients. The Accellion file sharing and governance platform allows financial services professionals and their clients to safely and efficiently work together on deals involving sensitive information to ensure projects are completed on time.
FEATURED PRODUCT CAPABILITIES
Platform Overview
Secure Email
Mobile Secure File Sharing
File Sharing Governance
Security Integration
Secure Shared Folders
FEATURED RESOURCES
Microsoft and Accellion: Security and Governance for the Cloud-First Enterprise
FROM THE BLOG
Accellion’s New Mobile App Provides Senior Executives Enhanced Productivity and Security
Accellion and Check Point Together Deliver Advanced Threat Prevention for File Sharing
OCC 2013-29 Compliance: Why Secure File Sharing for Banks Needs to Include Partners
PRESS RELEASES
Accellion’s One-Click Compliance Reports Receive 2018 KMWorld Trend-Setting Product Technology Award
Technology award recognizes Accellion for its innovative one-click compliance reports that significantly streamline the process of demonstrating compliance
Accellion, Inc., the leading platform that enables organizations to securely share sensitive information beyond enterprise borders while maintaining the controls and visibility needed to demonstrate compliance, today announced its one-click compliance reports have received the KMWorld Trend-Setting Product of 2018 technology award. The KMWorld editorial...
Accellion Introduces One-Click Compliance Reports to Accelerate Regulatory Audits
New Reports Help CISOs Quickly Prove Full Visibility and Control of Sensitive Information for Compliance with GDPR, HIPAA, GLBA, ITAR and other Regulations
Accellion, Inc., the leading platform that enables organizations to securely share sensitive information beyond enterprise borders while maintaining the controls and visibility needed to demonstrate compliance, today announced one-click compliance reports that significantly streamline how businesses demonstrate compliance with regulators. Businesses across all industries need...
Accellion and Check Point Announce Partnership to Secure Organizations’ Most Sensitive Content
Integration Enables Check Point’s Advanced Threat Prevention Technology to Extend State-of-the-Art Defense to External File Sharing
Accellion, Inc. and Check Point Software Technologies Ltd. today announced a joint partnership to deliver an integrated solution that enables organizations to protect sensitive content as it enters and leaves the enterprise. The need to extend the line of defense from protecting an organization’s network to...
CIOs AND CISOs AT MORE THAN 2,500 OF THE WORLD’S LEADING ENTERPRISES AND GOVERNMENT AGENCIES TRUST ACCELLION
WHY CLIENTS CHOOSE ACCELLION
The rapid increase in adoption is a direct result of the Outlook plugin. Because it looks and feels like email, adoption is higher. The convenience it delivers to employees is huge.
We had thirty-plus years of data stored on SharePoint and we didn't want to cut off access to that critical information source. We had to find a way to corral all of our content and make it accessible. Accellion makes all of the information available through one source and it’s incredibly easy and effective.
We have an obligation to our clients to make certain that their information is transported in a secure, managed, and trackable manner and Accellion makes that possible.
We didn’t want employees to take matters into their own hands and turn to consumer-driven solutions. Our documents contain proprietary information, such as financial budgets and engineering specifications. Therefore, finding a secure file sharing solution was paramount.
