Protect NPI. Adopt AI Without the Risk.
Banks, wealth managers, insurers, and fintech companies move NPI, MNPI, client portfolio records, trading models, and M&A data across endpoints, SaaS tools, and AI applications every day. A single leak can mean regulatory penalties and lost client trust. This datasheet shows how Cyberhaven traces that data everywhere it goes, so you can adopt AI without opening new compliance risk.
What's inside
How Cyberhaven Protects Financial Institutions
Trace client records, models, and M&A data from creation across endpoints, SaaS tools, cloud storage, and AI applications as they're copied, renamed, or shared.
Flag unusual activity before a departure and block exfiltration in the moment, so client books, models, and deal files don't leave with them.
Discover every AI tool and agent analysts use, score each for risk, and coach users the moment NPI or MNPI data is at stake.
Core Capabilities of the AI-Native Platform
Discover every AI tool and agent associates and analysts use, score each for risk, and record agent activity with full data context, including NPI or MNPI.
Identify risky behavior with AI agents that analyze workflows to tell accidents from intent, from a misdirected email to a banker collecting client books before departure.
Stop NPI, client records, and financial models from leaving the firm across email, web, cloud storage, USB, and AI apps, with context that reduces false positives.
What Makes Cyberhaven's Data Lineage Different
Whether the client record lives in the core banking system or the model sits in a research share, different desks produce data in different places.
Financial data moves in recognizable ways, from the data room to a deal team inbox to an analyst workbook, and lineage follows every step.
Different teams produce different work, from front-office traders to back-office operations, and lineage knows the difference.