Data Security for Financial Services
Financial services organizations, from banks and wealth managers to insurance carriers and fintech companies, face a data security problem that compounds with every new digital workflow: non-public personal information (NPI), client portfolio records, proprietary trading models, and M&A data move constantly across endpoints, SaaS tools, AI applications, and third-party systems that legacy DLP was never designed to cover. This datasheet breaks down how Cyberhaven's AI & Data Security Platform closes the gap between what your policies cover and what actually leaves the environment, from accurate NPI classification to insider risk detection to regulatory investigations under SEC, FINRA, and SOX. If agentic AI adoption is accelerating in your firm and your current tools can't trace where your sensitive data has been, start here.
Key Takeaways:
- Agentic AI is the new exposure vector.
Financial services leads all industries in agentic AI adoption, with 79.7% of firms already building on agentic platforms. Cyberhaven tracks what NPI and proprietary data enters those tools in real time, governs agentic workflows, and enforces policies on unapproved applications so AI adoption accelerates without creating undetected exposure. - Insider risk is the most expensive breach vector.
The average cost of a malicious insider attack is $4.92M globally, and financial services organizations face insider risk from departing employees, authorized staff with routine access to sensitive data, and third-party contractors. Cyberhaven combines data movement signals with behavioral context to surface abnormal access patterns and bulk transfers before they become reportable events. - Data Lineage makes NPI classification accurate and investigations fast. Cyberhaven's Data Lineage technology traces every piece of data from its origin, recording every copy, move, edit, and share across endpoints, SaaS tools, cloud storage, and agentic AI applications. That complete context is what separates accurate classification from noisy alerts, and what compresses SEC, FINRA, and SOX investigation timelines from weeks to hours.
