

Financial Services and Insurance
Eliminate threats, build trust and foster growth for your organization.
Comprehensive protection from the sell side, to the buy side, to exchange and even wealth management.
A platform that delivers reassurance for firms offering life, annuity, property and casualty.
Advanced protection from advanced threats for ratings, regulators, market data and more.
A more secure future for financial organizations. See how a people-centric approach will support the evolving needs of institutions, partners and customers.
Securing the modern financial services system
Digitization in the financial services and insurance industries means convenience for institutions and customers alike. Unfortunately, digitization opens up new avenues of attack for cyber criminals. Now, people, not technologies, are the most frequent attack vector. And companies worldwide are paying the price.

People-centric security for financial services with Proofpoint
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Prevent threats before they cost you
Protect against ransomware, general phishing, credential-phishing attacks, email and other forms of digital fraud.Protect against ransomware, general phishing, credential-phishing attacks, email and other forms of digital fraud.
- Combat email and cloud threats.
- Secure Microsoft 365 and other cloud applications.
- Prevent fraudulent and compromised accounts from exploiting your people.
- Stop ransomware at the point of entry: email.
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Protect profits with proper training
Your people are targeted through email, the web, social media and cloud apps. An education on how to spot and prevent threats is essential.Your people are targeted through email, the web, social media and cloud apps. An education on how to spot and prevent threats is essential.
- Assess end-user risk with simulated attacks and knowledge assessments.
- Train your employees to identify, resist and report attacks.
- Gain real-time insight on who is being attacked, how, and ways to prevent it.
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Financial records and customer data: loss prevention is critical
Data loss is catastrophic for maintaining trust. Our platform spans email, cloud apps and on-premises file repositories. All with reduced complexity and cost.Data loss is catastrophic for maintaining trust. Our platform spans email, cloud apps and on-premises file repositories. All with reduced complexity and cost.
- Take a zero-trust approach to remote access for your people.
- Secure critical financial, trade, client and intellectual property information.
- Identify, investigate and respond to data exfiltration and data loss caused by insider threats.
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Capture and monitor data effortlessly to ensure compliance
Stay compliant with federal, state, industry and international financial services and insurance regulations for storage, supervision and retrieval.Stay compliant with federal, state, industry and international financial services and insurance regulations for storage, supervision and retrieval.
- Adopt a modern, cloud-native archiving solution with Enterprise Archive.
- Empower your users and legal teams to conduct their own retrieval and
e-discovery. - Ensure compliance on employee social media channels with Content Patrol.
Related resources
E-book
Managing Insider Threats in Financial Services
Webinar
Insider Risk in Financial Services: The $14.5 Million Problem
Solution Brief
Securing Financial Services and Insurance Organizations with Proofpoint
Webinar
The Maturing of Business Email & Account Compromise in Financial Services
Webinar
A People-Centric Security Model for Financial Services
Threat Report
2020 Financial Services and Insurance Industry Threat Report