Secure File Management in the Financial Services Industry

The protection of sensitive data in the banking, insurance and investment industries is vital to success.

Transfer and Storage Encryption

Every file is secured in-transit with no less than 128-bit encryption and stored at rest using AES 256-bit encryption.

Monitoring and Reporting

Visual tools and detailed logs help you understand activity and usage so you can identify outliers before they become problems.


Traditional connection methods not protected enough? Enhance security by only giving clients access to connection methods you prefer.

Custom Branding

Your branding is all that appears throughout the web portal. Use your colors, logos and even some custom CSS to create the clean, professional look you desire.

Rely on Your Trusted Name with a Custom-Branded Interface

In financial industries like banking, insurance and investment, customers rely on a trusted name to protect their sensitive data. Without such protections, data breaches become the norm and customers quickly lose faith. But certain companies work hard to maintain that relationship of trust and security.

SmartFile makes it easy to continue that relationship by allowing full customization of your web portal’s branding, from the logo to colors and even to the URL. When clients work with you, they don’t see a middleman, all they see is the company who they trust with their most valuable information.

Branded File Management

SmartFile Features for Banking

  • Multi-Site Options
  • Granular User Roles and Permissions
  • Password Management Tools
  • Multi-Site Options
  • Network Storage Connectors
  • Unlimited File Sizes

Granular User Permissions for Detailed Tracking

Even financial companies with the best intentions fail when they neglect to reign in their employees’ use of personal cloud storage. One stray financial statement on an unsecured storage site can lead to ruin.

With SmartFile’s web interface, you combat shadow IT with ease-of-use and security. Employees won’t need to download a new app or program to clutter their desktop or mobile device -- they can access files right through their web browser. You decide what permissions employees have and you can track sharing, uploading, downloading and deleting in our detailed visual tracking log.

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We're a global company, and SmartFile helps us transfer files internally across countries. I like the logging, security features and the limited time access capabilities for files. It also ensures that files are traceable and sent securely and it's really easy to see who has access and who does not.
- Andrew Webster, Senior Systems Administrator, Chervon North America