Databeamer for financial service providers

Whether you work for banks, pension funds, insurance companies, accounting firms or other financial service providers, confidential documents and personal data are exchanged every day.
Think of financial reports, analyses, audit documentation, contracts, identity documents, payroll information and other sensitive data.

Yet much of this information is still shared via email, consumer messaging apps or public cloud storage. As a result, it quickly becomes difficult to track who has access, which version is the latest, and how to demonstrate exactly what happened afterwards.

Databeamer acts as a secure gateway between your organisation and the outside world. A fully isolated document hub where clients, customers and business partners can securely exchange information without gaining access to your internal systems.

This gives you full control over confidential information while supporting the security measures that are becoming increasingly important under regulations such as GDPR and DORA.

Give clients, customers and business partners secure access to the information they need to share or receive—without exposing your internal network or business applications.

Central document hub
Use secure workspaces where all communication, document exchange and supporting evidence related to a client, customer or project are managed in one central location, completely separated from your internal applications.

Secure communication
Discuss sensitive documents directly within the same secure environment. No more confidential information shared through email, WhatsApp or other consumer messaging platforms.

No scattered files
Documents no longer remain in inboxes, download folders or unmanaged cloud storage. Everything stays centrally managed and encrypted.

Controlled delivery
Automatically route completed documents to your DMS, reporting platform, compliance solution or other internal applications through controlled workflows.

Every organisation processing financial information deals with missing documents, multiple file versions and endless reminder emails.

Databeamer automates these processes, allowing your team to spend less time on administration and more time delivering value to your clients.

Recurring information requests
Automate recurring requests for reports, periodic reviews, compliance documentation, financial analyses or any other recurring information. Including automatic reminders and deadlines.

Secure document requests
Request documents securely from clients or third parties through a secure upload link. No account is required, and documents are automatically encrypted and delivered to the correct workspace.

Intelligent validation
Automatically validate file formats, mandatory fields, naming conventions and required metadata before documents are accepted. Collect structured information alongside uploaded files using customizable forms.

Fewer correction rounds
Reduce incomplete files, missing documents and endless email exchanges by validating submissions before they enter your workflow.

Financial service providers collaborate daily with clients, suppliers, regulators, auditors and other business partners. Databeamer ensures every participant only has access to the information intended for them.

No VPNs. No guest accounts. No access to internal business applications.
Thanks to our zero-knowledge architecture, documents remain accessible only to authorised users. Even Databeamer cannot access the contents of your data.

This makes secure collaboration simple while keeping full control within your organisation.

Whether your organisation operates under ISO 27001 or ISAE 3402, or supports clients that must comply with DORA, accountability and traceability are becoming increasingly important.
Databeamer automatically records every relevant action.

Complete audit trail
Every upload, modification, download, access event and chat message is automatically recorded with the user, date and timestamp.

Cryptographic integrity protection
Documents and audit logs are cryptographically sealed, providing verifiable proof that information has not been altered. Essential for audits, disputes and compliance reviews.

Granular access control
Define exactly who can access which information at both workspace and user level.

Automated retention policies
Archive completed projects or workspaces and automatically remove documents once their configured retention period expires. Supporting data minimisation without manual administration.

Databeamer helps organisations to:

• securely exchange confidential information;
• reduce the risks associated with email and public cloud storage;
• collaborate safely with clients and business partners;
• maintain a complete and verifiable audit trail;
• automatically enforce document retention policies;
• keep sensitive information outside the internal network.

This enables your organisation to work more efficiently, more securely, and to stay better prepared for audits, compliance requirements and the increasing cybersecurity demands within the financial sector.