Industries
Exterro for Financial Services & Insurance

Turn regulatory pressure into data control.

Financial and insurance organizations face relentless oversight while managing massive volumes of sensitive data.

Exterro helps your teams proactively find, analyze, and protect information so you can respond to investigations faster, reduce compliance risk, and operate with confidence.

Your Challenges
Financial Services & Insurance
When regulatory scrutiny meets exploding data volumes.

The margin for error in financial services is zero.

Financial firms and insurance companies manage escalating data volumes under the unrelenting scrutiny of regulators like FINRA, the SEC, and the European Banking Authority, where a compliance failure means a catastrophic loss of market trust. To stop reacting to crises and start managing data risk with confidence, you need a proactive approach. Exterro provides the essential, unified Data Risk Management platform that empowers your legal, IT, and compliance teams to efficiently discover, analyze, and act on data across every source.

By unifying Privacy, eDiscovery, and Data Governance into a single ecosystem, Exterro turns embedded AI into smarter, faster, and more secure decisions across every workflow, transforming your regulatory burden into a competitive advantage.

Financial Services & Insurance

Where your teams confront data risk.

Rapid Regulatory Response
Gain visibility over massive data volumes and manage data governance mandates specific to the energy sector, automating controls to achieve continuous compliance and reduce risk.
Defensible eDiscovery
Respond effectively to litigation by assessing scope, analyzing data, and determining case strategy proactively, no matter where in your systems data resides.
Internal Investigations
Conduct swift, remote investigations into safety incidents or employee misconduct, gathering data efficiently and cost-effectively from remote locations and devices.
Data Privacy & PII Protection
Reduce risk, and streamline compliance, across legal, privacy, and security functions.
Financial Services & Insurance

The Exterro competitive edge.

Unlike fragmented tools built for only one stage of the lifecycle, Exterro gives you the clarity and confidence needed to address your most critical data challenges.

Exterro Intelligence
Our AI-powered solutions provide defensible, actionable, and accurate insights, ensuring you can uncover risks, maintain compliance, and streamline operations.
190+ Native Connectors
Gain insight into and control over organizational data wherever it is, in the cloud or on premises, with our unrivaled library of integrations with enterprise data sources.
The Power of the Platform
Unify risk management workflows across teams and use cases in the Exterro platform, reducing the risk of manual error and data transferred outside your control.
Exterro's solutions are built to match the specific industry requirements for financial services and insurance organizations.
Over 2,700
Companies Trust Exterro
Leverage Exterro eDiscovery, digital forensics, and data governance solutions.
50%
of Fortune 100
Trust Exterro to find, analyze, and protect their most vital data.
TRUSTED BY ENTERPRISE SYSTEMS GLOBALLY
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Financial Services & Insurance

Giving every team the power to respond faster.

Whatever the trigger, legal action, regulatory demand, or cyber incident, Exterro gives you the tools to find, manage, and protect data with speed and confidence.

Legal
Redefine litigation readiness and subpoena response with AI-powered discovery and review workflows.
Forensics & Investigations
Collect, analyze, and report digital evidence faster and more defensibly.
Privacy & Compliance
Automate DSARs, RoPAs, consent, and cookie compliance, and more.
Information Governance / IT & Security
Gain visibility into all your data with a live catalog across SaaS and cloud. Seamlessly classify records, apply retention policies, and defensibly eliminate ROT.
Financial Services & Insurance Professionals

Ready to get started?

See Exterro's award-winning software solutions in action.