BYOD Security and Compliance for Financial Services

Protect client data and meet strict regulatory requirements like SOC 2, FINRA, and PCI. Venn secures business apps and data on personal and unmanaged devices used by advisors, analysts, and contractors – ensuring secure access, strong DLP controls, and audit-ready compliance

How a Global Financial Services Organization Achieved Compliance and Security for Independent Advisors with Venn

Overview

In the heavily regulated financial services industry, a global Fortune 100 organization that employs independent consultants and investment advisors, needed to ensure the security of sensitive client data. Since their independent advisors often used their personal computers, the company needed a solution that ensured their devices were secure and compliant without taking control of the entire device. The company chose Venn because the solution helped isolate and protect company data from personal use on the same computer, but also featured a clear visual indicator (Blue Border™) to advisors when they were accessing work-related data and applications. This helped ensure their personal privacy remained intact.

The Result

Venn gave the company a simple, streamlined approach to meet security and compliance – without relying on securing the entire device or virtual desktop infrastructure (VDI). The clear visual cues provided by Blue Border™ gave both the company and the independent advisors peace-of-mind, knowing that work data was securely accessed without compromising personal privacy. This allowed the company to maintain security and compliance while respecting the independence of their advisors.

No Need for VDI

Venn enabled the company to achieve security and compliance without the intrusiveness of taking over the whole device or the cost and complexity of virtual desktop infrastructure (VDI).

Clear Visual Indicators

Blue Border™ provided advisors with a simple, visible cue when accessing work-related data, ensuring they could easily distinguish between personal and work activity.

Maintained Compliance

Advisors could securely access client data while maintaining personal privacy, ensuring that sensitive information was handled with full regulatory compliance.

Financial services firms – including advisory, insurance, wealth management, and RIAs must deliver secure client services while enabling high degrees of productivity for remote employees and contractors.

In a tightly regulated industry, IT teams are under increasing pressure to deliver security and compliance to apps and data across BYOD devices. Legacy VDI solutions are proving to be costly, complex and have poor performance.

Venn’s Blue Border™ helps financial services organizations secure remote work on user-owned or unmanaged PCs and Macs. A latency-free native experience with no backend infrastructure or remotely delivered desktops. Now you can quickly ramp up your remote workers’ productivity while saving IT time and money.

Ensure Compliance

Keep your business apps and data secure. Meet SEC, FINRA, PCI and SOC 2 data security compliance requirements to facilitate audits.

Robust DLP Controls

Keep information secure with configurable DLP policies that govern functions such as copy/paste, screen sharing, printing, downloads and more.

Stop Shipping Laptops

Make shipping and managing laptops for financial employees and contractors a thing of the past. Secure any BYOD PC or Mac without the IT headaches.

Save Costs

Eliminate the cost and complexity of VDI/DaaS. Plus, the expense of purchasing, managing and shipping company-owned computers.

Optimal Performance Makes Satisfied Employees and Clients

Unlike VDI, which has latency and performance issues, work applications are launched directly from the computer and run locally. By avoiding remotely delivered desktops, users enjoy optimal performance and a familiar device experience.

Productive, Protected and Private

Workers want the flexibility to work how and where they want. Venn provides a fast, familiar and flexible user experience on employee-chosen devices, helping them quickly ramp productivity. Users can effortlessly switch between work and personal tasks, with no compromise on security or privacy. With Venn, both company data and personal privacy are ensured.