Customer PII. Transaction records. Trading strategies. M&A intelligence. Every file that defines your institution moves constantly, to counterparties, regulators, vendors, outside counsel, and AI systems. The moment any of it crosses the institutional boundary, your governance stops. Confidencial embeds persistent protection into the data itself, so demonstrable controls travel with every file, not just with the systems it passes through.
Financial institutions built sophisticated perimeter security around data that moves constantly, to counterparties, regulators, vendors, outside counsel, and AI systems. At every handoff, the location-based protection stays behind. The data is on its own.
One compromised credential gives an authenticated attacker full access to everything they can reach. In a financial institution, that means customer accounts, years of transaction history, proprietary trading logic, and M&A intelligence, all exposed in a single authenticated session. IAM did its job. The attacker bypassed it. Everything behind that credential is now accessible.
Your perimeter protects the network. IAM controls who can authenticate. DLP catches accidental leakage. None of these controls travel with the file. When a credit analyst emails a term sheet to co-counsel, or a wealth manager shares a portfolio with a third-party custodian, governance ends at delivery.
These aren't edge cases. A single M&A deal might involve a financial model in six counterparty environments, board materials shared across a dozen advisors, and customer data flowing through AI copilots, none of it protected after it left your systems.
An attacker bypasses SSO, or acquires a compromised credential. Everything the user could reach is now accessible: customer accounts, transaction history, trading strategies, proprietary models. The session looks legitimate. No alert fires.
A counterparty, audit firm, or technology vendor you shared files with is compromised. Attackers exfiltrate everything on their system, including data you shared with them legitimately, appropriately, under contract.
A credit analyst pastes transaction data into an AI copilot to accelerate underwriting. Customer PII, account numbers, and financial records reach a model the institution didn't sanction, triggering potential GLBA, PCI DSS, or state privacy law exposure.
An authorized send is not a governance strategy.
A download is all it takes.
Not the system. Not the perimeter. The file itself — from creation through AI ingestion.
Each product picks up where your existing stack stops. Deploy individually or together across your environment.
Protect customer PII, transaction records, and deal intelligence as they move into counterparty systems, vendor platforms, and AI pipelines. Every file protected at the moment of movement. No manual redaction. No custom pipelines.
Customer PII, account data, and proprietary trading models classified and protected before model ingestion. Underwriting AI, fraud detection systems, and client-facing copilots work with what they should, nothing more. Information barriers enforced inside AI workflows, not only inside the system.
Discover, classify, and protect customer financial data across cloud, on-prem, and hybrid institutional environments. From TB to PB. Transaction databases, risk models, and deal repositories protected at rest and in motion.
Protected file exchange for counterparty, advisor, and regulatory workflows. Every file encrypted client-side, tracked end-to-end, and revocable after delivery. Chain of custody extends beyond your perimeter.
Protected data environments for M&A due diligence, regulatory submissions, and counterparty workflows. Every document carries its own access policy. Their breach is not your breach.
OCC, Fed, CFPB, SEC, FCA, and state regulators are all moving in the same direction: verifiable chain of custody, field-level encryption that persists through third-party environments, and documented controls that follow data after it leaves the institution. Perimeter logs don't satisfy examination requirements. Confidencial provides the chain-of-custody evidence that examiners are asking for.
"Failure to encrypt" is an established negligence standard in financial services litigation. The institutions that can demonstrate provable, documented protection, with an audit trail that survives every counterparty and vendor handoff, have a credible answer in both examination and discovery.
Yes. Confidencial operates at the content layer, below your existing systems. Core banking, trading platforms, and deal management systems work exactly as they do today. No workflow changes, no retraining. Protection is applied when files are created or shared, and travels with the file into any environment it reaches.
DLP catches accidental exfiltration, unauthorized sends, blocked uploads, flagged transfers. Financial services risk is authorized, intentional sharing: counterparties, vendors, regulators, outside counsel. DLP has no visibility or control once an authorized user shares an authorized file to an authorized recipient. That's the entire FS workflow. Confidencial is the layer that activates precisely where DLP stops.
Protected files return nothing usable to an unauthorized AI process. Customer PII, account numbers, and trading logic are encrypted before they could reach the model. The protection is cryptographic. It doesn't depend on analyst awareness or behavior change. Depending on the data, this also closes GLBA and state privacy law exposure.
An authenticated attacker reaches files they cannot open. Protection is embedded in the file itself, not dependent on access controls that the attacker has already bypassed. The incident scope drops from "everything accessible" to "everything decryptable without our keys." That's the difference between a regulatory crisis and a contained event.
Examination standards increasingly require demonstrable controls rather than policy attestations. Confidencial's access log is the chain-of-custody evidence: generated automatically and producible on demand for any examination. Cryptographic proof of what happened to data, when, and in which environment, across every counterparty and vendor hop.
No. Protection is embedded in the file at the institutional level before it leaves. Counterparties and vendors work with the files exactly as they do today. The protection is architectural. It doesn't depend on recipient infrastructure, IT cooperation, or behavior change.
One email to co-counsel. One model download by a counterparty analyst. One credit analyst pasting transaction data into an AI copilot. That's all it takes to lose governance over data that regulators will ask about. We'll show you exactly where your controls stop.
Book a demo