Industries
Financial Services and Insurance

Exterro for Financial Services and Insurance

Complete investigations faster and reduce regulatory risk with improved control over your data.

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Industry
The Exterro Solution for Financial Services and Insurance

The margin for error in financial services is zero.

Financial firms and insurance companies operate under unrelenting scrutiny, managing escalating data volumes and velocity under the scrutiny of national and global regulators like FINRA, the SEC, and the European Banking and Securities and Markets Authorities. Compliance failure isn't just a fine; it's a catastrophic loss of market trust. With Exterro, you can stop reacting to crises and start managing data risk with confidence, turning a regulatory burden into a competitive advantage.

Exterro provides a single, unified Data Risk Management platform essential for modern financial services and insurance organizations, spanning eDiscovery, Digital Forensics and Incident Response, and Data Security, Privacy, and Governance. Empower your legal, IT, and compliance teams to efficiently and accurately discover, preserve, analyze, and act on data across every source, whether for litigation, regulatory response, or investigations of potential wrongdoing.

Explore Use Cases

Core use cases for financial services and insurance organizations

Rapid Regulatory Response
Reduce risk, and streamline compliance, across legal, privacy, and security functions.
Defensible eDiscovery
Reduce risk, and streamline compliance, across legal, privacy, and security functions.
Internal Investigations
Reduce risk, and streamline compliance, across legal, privacy, and security functions.
Data Privacy & PII Protection
Reduce risk, and streamline compliance, across legal, privacy, and security functions.
Your Competitive Edge

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
Reduce risk, and streamline compliance, across legal, privacy, and security functions.
190+ Native Connectors
Reduce risk, and streamline compliance, across legal, privacy, and security functions.
The Power of the Platform
Reduce risk, and streamline compliance, across legal, privacy, and security functions.
Over 3,000 companies, including 40% of the Fortune 100, already reduce risk with Exterro, trusting us to manage their most sensitive data operations. Our platform leverages defensible, traceable agentic AI, ensuring customer data is never shared outside your Exterro instance, providing you with regulator- and courtroom-ready reporting and insights.
30k
Companies Trust Exterro
Reduce risk, and streamline compliance, across legal, privacy, and security functions.
40%
of Fortune 100
Reduce risk, and streamline compliance, across legal, privacy, and security functions.
100%
Data Privacy Protected
Reduce risk, and streamline compliance, across legal, privacy, and security functions.
TRUSTED BY ENTERPRISE SYSTEMS GLOBALLY
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