Security and Compliance
for Financial Services

Secure customer data and ensure

regulatory compliance with

Quickest way to discover and classify all sensitive data

We discover and classify data in all major platforms so you can prioritize security controls

The banking industry faces continuous scrutiny due to its exposure to and management of highly sensitive personal and financial information for millions of customers. Learn how commercial banks can manage privacy requirements, protect sensitive data, and comply with both local and international regulations.

The digital transformation has drastically altered the way almost every industry operates today, and the wealth management industry is now no different. While Wealth Management has been somewhat of a late adopter when it comes to digital advancements, learn how wealth management too has embraced “digital” and is catching up with its counterparts.

In finance, data is the differentiator. To a consumer, most banking options look the same. How can you stand out? By providing rich, personalized, and frictionless experiences. But creating these exceptional experiences takes PII, and lots of it too. As the ability to turn data into usable insights grows, financial services are collecting more of it than ever—and have never been more at risk. Cyber threats to financial services increase year-on-year and are among the greatest challenges facing the industry. Financial services are subject to strict regulations to keep all the data they hold in-check.

Percent of total malware attacks targeted the financial sector:


Drastically improve your data visibility &
security posture with Sensitive Data Intelligence

Unlock Full Data Visibility with Contextual AI

Doubtful that AI can handle the unique complexities of your financial services data? Our Contextual AI is engineered to navigate and classify data with an understanding of your banking, wealth management, and insurance challenges, ensuring comprehensive discovery without false positives or oversight.

Quick Integration, Immediate Insights

Worried about lengthy integration processes delaying the benefits of data discovery? Our platform ensures rapid integration and immediate insights, allowing you to see the results of our data discovery and classification technology quickly. This accelerated feedback loop means you can act on data intelligence faster, optimizing your decision-making process that will benefit both your firm and your clients’ interests.

Risk Reduction with Precision Data Mapping

While the idea of reducing your attack surface is compelling, you might worry about missing critical data points or the effort required to maintain such a system. Our platform automates the discovery process with minimal oversight, ensuring no sensitive data slips through the cracks while freeing up your resources for other critical tasks and client-facing activities.

Enrich SIEM/SOAR with Deep Data Insights and Extend DLP Capabilities

Integrating additional data into your SIEM/SOAR might seem overwhelming, potentially leading to alert fatigue. Our solution counters this by providing only pertinent information, streamlining your security operations without cluttering them with irrelevant data. Similarly, expanding your DLP system’s reach is made effortless with our platform, ensuring comprehensive coverage without system overloads or integration complexities.

Customer Use Case

Reveal your data map

Inventa enables financial services to adhere to industry best practices to:

  • Enable cost-effective, business-intelligent solutions
  • Get real-time and accurate visibility into PII-related data
  • Achieve compliance for CCPA, GDPR, PCI, and more
  • Manage security risk with data governance seamlessly
  • Overcome the challenges and costs associated with manual data discovery and processing
  • Accomplish dynamic data discovery and catalog of your sensitive and protected data into a PII Inventory and a Master Data catalog

Explore “Securing the Future” our white paper on compliance and cyber resilience. Learn to navigate regulations, defend against cyber threats, and use AI for efficiency.

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