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Financial Services

Data-Centric Security for Financial Services

Keep sensitive data protected to preserve corporate and client privacy while enhancing digital services.


Ensure Financial Privacy and Enhance Customer Service with Data-Centric Protection

Financial services institutions are responsible for sensitive data that demands privacy, including personally identifiable information (PII) on investor and banking customers and corporate intellectual property (IP). Sharing this data through new digital workflows and customer engagement models exposes it to potential data loss, putting customer privacy, compliance, and your competitive advantage at risk.

Virtru provides commercial and investment banks, mortgage lenders, insurance companies, and other financial institutions, with data-centric protection to maintain the privacy of confidential corporate and client data, wherever it is shared.

Using Virtru, you can:

  • Protect new digital workflows for gathering documents and communicating with clients and partners.
  • Improve customer engagement and trust by enabling sharing and collaboration workflows that maintain the privacy of sensitive data.
  • Leverage easy-to-use encryption and flexible access controls to maintain compliance with PCI, GLBA, FFIEC, GDPR, CCPA, and more.

More than 7,000 customers trust Virtru for data security and privacy protection.


"Virtru works effectively and quickly to secure customer data in email communications. We use it daily for clients to send tax information. It is very quick and allows me to maintain organization. I like how easy it is to turn on when sending emails, and how clients are not required to make an account." 

-Virtru Customer in the Financial Services Industry

Unlock Private, Compliant Digital Workflows

Financial Data Compliance

End-to-end encryption prevents unauthorized access to email and files containing sensitive financial records and corporate data to maintain privacy and compliance with PCI, CFPA, CCPA and other regulations.

Ease of Use

A seamless user experience ensures broad adoption. End-to-end encryption and access controls are embedded where your employees, admins, clients, and partners already work.

Innovation & Growth

Unlock new collaboration workflows between employees, partners and clients, powering innovation and enabling new banking experiences to drive growth.

Keep Sensitive Financial Data Protected and Secure

Ensure Privacy & Compliance

Encrypt emails, client communications, sensitive documents, or any other file type containing PII or confidential, regulated data.

Virtru’s end-to-end encryption streamlines compliance with privacy regulations by keeping data truly private and preventing leaks.

Host your own encryption keys for even greater control over sensitive data to prevent unauthorized access, including by your cloud provider.

Power Collaboration with Seamless and Secure Sharing

Give employees easy-to-use data protection, embedded in existing applications.

Avoid complexities of S/MIME with transparent key exchanges that enable easy, secure data sharing with authorized parties and reduced overhead for administrators.

Enable seamless access for clients and other authorized recipients, without requiring new accounts, passwords, or software, for sharing workflows that support rapid collaboration that boosts client engagement and growth.

Maintain Control & Persistent Visibility

Enable secure sharing across distributed teams and with partners & clients with attribute-based access controls (ABAC).

Control sensitive data wherever it’s shared with instant access revocation, expiration, disable forwarding, and document watermarking capabilities.

Configure DLP rules that scan emails and attachments to detect confidential data or PII, then automatically enforce protection that persists throughout collaboration workflows to keep communications private.

View who has accessed your data, when, where, and for how long to streamline compliance audits. Integrate with your SIEM for advanced threat analysis.

Request and Receive Files from Anyone through Your Own Personal Link

Achieve business alignment and deliver a seamless customer experience with Virtru’s secure file transfer capability, which enables digital workflows such as:

  • Receiving general loan or mortgage paperwork from lenders
  • Collecting financial documents such as reports, mergers and acquisitions, and loans from multiple organizations
  • Receiving insurance information from clients for claim requests and substantiations