Data & Workflow Security For Financial Services
For organizations managing client portfolios, proprietary research, and regulatory obligations under SEC, FINRA, and SOX, Cyberhaven's AI-native platform secures what matters most.
Cyberhaven for
investment firms.
The State of Data Risk: By The Numbers
0
of GenAI applications used by financial services orgs are considered “high” or “critical” risk
0
of financial services data breaches compromise internal data
Client Data and Proprietary Research Keep Moving.
Legacy DLP Was Never Built To Track Them.
Financial services face a layered data security problem. Sensitive client records, non-public market research, financial models, and trade data moving across endpoints, cloud applications, SaaS tools, and third-party systems that legacy DLP was never designed to cover.
Content-inspection tools flag keywords. They don't track how a client portfolio moves from a CRM to a personal cloud drive, or how a proprietary trading model gets transformed by an AI agent. As digital workflows accelerate and AI adoption grows across front-office and back-office teams, the gaps between what data DLP policies cover and what leaves the environment is widening.
How we help
Secure Emerging AI Workflows And Your Most Sensitive Financial Data
Cyberhaven delivers full data movement visibility across your cloud, SaaS, endpoint, and AI environment, with real-time enforcement that keeps pace with how fast financial services organizations operate.
See Every Data Movement, Across Every Environment
Track NPI, client records, proprietary research, and financial models across endpoints, SaaS tools, cloud storage, and AI applications in one platform. Continuous discovery so nothing slips through the gaps between systems.
Know What Your Data is, Where it Came From, Who Touched it, and How It Transformed
AI-based classification plus Data Lineage gives your team full context: what the data is, where it originated, who accessed it, and how it has moved across your environment. That's how you separate a real compliance risk from a routine analyst workflow.
One Platform for DLP, DSPM, IRM, and AI Security
One platform for data loss prevention (DLP), data security posture management (DSPM), insider risk management (IRM), and AI Security. No tool-switching. No lost context. Surface actionable insights instead of raw alerts so your team can respond with confidence.
The Data Lineage Difference
Cyberhaven's Data Lineage technology traces every piece of data from its origin, recording every move, copy, edit, and share across managed and unmanaged cloud apps, devices, and agentic workflows. This complete visibility gives Cyberhaven the context to more accurately classify data and protect it anywhere it goes.
Unified visibility and enforcement
Cyberhaven AI & Data Security Platform
One unified solution for protecting data wherever it lives and goes.
DSPM
Discover and classify data, detect risk as it flows between clouds and devices, and secure it automatically with Data Security Posture Management.
DLP
Protect data and stop exfiltration: coach users and block leaks across email, web, cloud, and devices with reimagined Data Loss Prevention.
IRM
Combine data and behavior signals to stop insider threats, clarify intent, and catch slow-burning risks with Insider Risk Management.
AI Security
Increase AI adoption securely, understand shadow AI usage, assess AI risk posture, and prevent leaks without blocking teams with AI Security.
Data Security For Organizations Clients Trust With Their Most Sensitive Financial Information
Protect data as it moves through front-office and back-office workflows, with less noise, faster investigations, and no lost context.
Understand Every Move Your Data Makes
Cyberhaven traces the full history of every file: origin, every copy, every move, every transformation. That complete lineage is what makes NPI classification accurate and SEC and FINRA investigations fast, without the manual overhead that makes legacy discovery tools a compliance exercise just to maintain.
Gain Both Visibility and Control
Once your security program can see a finding, your organization is accountable for it. Cyberhaven gives you both: endpoint presence that detects risk in real time and enforcement controls that act before exposure happens. Don’t just find the problem, solve it.
Guide Analysts and Staff Before Incidents Happen
Cyberhaven coaches employees in the moment instead of blocking them outright. When someone pastes client data into an AI tool or moves a financial model to an unapproved destination, they see real-time guidance toward approved methods, reducing friction, building better habits, and cutting the volume of incidents your team has to chase down.
Resolve Incidents With Full Context, Not Guesswork
When data movement goes wrong, Cyberhaven gives your team the lineage, forensics, and user intent context to investigate fast. No reconstructing what happened from incomplete audit logs. No guessing whether a disclosure was accidental or deliberate. Just the full picture, ready when you need it.
Frequently Asked Questions
How does Cyberhaven protect client data shared across cloud collaboration tools?
Cyberhaven tracks data from the moment it's created, so it knows when a client record or financial model moves into a cloud collaboration tool, even one not sanctioned by IT. Rather than scanning file content for keywords, Cyberhaven uses Data Lineage to trace data back to its origin, giving security teams the context to enforce compliance-aligned policies without blocking the cross-functional workflows front-office and back-office teams depend on.
How does DLP detect data exfiltration in financial services environments?
Modern DLP detects exfiltration by monitoring how data moves across endpoints, email, cloud applications, and removable storage, not just what it contains. Cyberhaven extends this by combining data movement signals with behavioral context, so analysts can distinguish a legitimate client report transfer from an employee moving proprietary research to a personal account. That behavioral layer is especially important for protecting NPI from both external threats and insider misuse.
How does Cyberhaven support SEC, FINRA, and SOX compliance?
Cyberhaven supports regulatory compliance in financial services by giving security and compliance teams continuous visibility into how sensitive financial data moves across their environment, which users accessed it, and how it has been shared or transformed. Data Lineage creates an auditable trail of data activity that satisfies breach investigation requirements and accelerates reporting timelines, without requiring manual tagging or rule updates every time a new application enters the environment.
How does Cyberhaven help manage insider risk at financial institutions?
Financial services organizations face insider risk from departing employees, third-party contractors, and authorized users who handle sensitive data as part of routine workflows. Cyberhaven's IRM combines data movement signals with behavioral indicators to flag when users access and transfer client records or proprietary research outside normal patterns, giving security teams the context to act before an incident becomes a reportable event.
How does Cyberhaven secure AI adoption in financial services workflows?
Cyberhaven gives security teams visibility into how analysts, advisors, and operations staff are using AI tools, including which tools are being used, what data is being input, and whether NPI or proprietary research is at risk. Rather than blocking AI use outright, Cyberhaven enforces policies in real time and coaches users toward approved tools and methods, allowing organizations to enable AI adoption without creating uncontrolled exposure.
What types of financial data does Cyberhaven protect?
Cyberhaven protects a broad range of sensitive financial data including non-public personal information (NPI), client portfolio records, proprietary trading models, market research, merger and acquisition data, and internal financial reports. Because Cyberhaven uses Data Lineage rather than keyword-based content inspection, it can track and enforce policies on data regardless of file type, format, or which application it moves through.
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