Financial services

Reduce the cost of supporting the three lines of defence.

Mitigate unstructured data security risks in your institution by creating a detailed content inventory that makes finding your business content across repositories simple.


Keep up with distributed data governance. Eliminate data breaches.

Unstructured data in the financial services industry is growing at an unprecedented rate—and it’s not always stored or secured properly. Use automation to mitigate security risk, speed up operations, reduce costs, and manage terabytes or petabytes of unstructured data.

Achieve data governance

Reach your data governance goals and reduce user effort to achieve compliance by managing your unstructured data.

Reduce operational costs

Keep the operational cost of complying with FINRA, OCC, and OSFI down by always knowing where your data is.

Secure your data

Easily locate sensitive data including personal information and apply retention and disposition rules across repositories.

Data discovery for finserv

Deliver on mandates faster with easier access to files

Shinydocs crawls your content repositories and then uses rules to identify and classify your project files, documents, reports, and media to create a regularly updated master content inventory. Your unstructured data is then displayed on an interactive dashboard to make managing it easy.

  • Detailed insights. Our software uses metadata crawling, text extraction, and optical character recognition to give you more context about your content.
  • The complete picture. Inventory content stored in file shares, email attachments, MS Teams, Sharepoint , OpenText, and more.
  • Visualize your data. View your financial business content in an easy-to-read dashboard that can be filtered based on your criteria.
Jim Barnet

Enterprise Account Director

“Unstructured data is growing at an exponential rate in the financial services industry. It offers a huge opportunity for new product and service development and increased customer and employee experience. Shinydocs can help financial institutions get on the road to value.”

Our industry experts are here to help with your specific project!

enterprise search for finserv

Find the files you need, when you need them.

Give employees a user-friendly enterprise search experience where they can find content across the business from one centralized search panel. Access permissions are inherited from your connected content sources, so users can only access authorized content.

  • Everyone can find what they need, fast. Empower your people with lightning fast enterprise search with peace of mind that information is properly accessed and used.
  • Clean, easy to navigate results. An individual user’s search results are not cluttered by irrelevant content.

data migration for finserv

Move content faster with automated data migration.

Automatically migrate existing content from multiple sources to your new destination. Set up a recurring schedule so content can be migrated as it’s created, until you shut down old systems.

  • Identify unneeded files. Redundant, obsolete, and trivial (ROT) data is displayed on your dashboard, so you can understand what ROT you have, where it lives, and how much exists.
  • Custom mapping. Organize your new system from day one by mapping metadata and folders from all sources to your new destination.

Book a call to discuss putting your unstructured data to work.

Chat with one of our knowledgeable specialists who can help you get started with the right solution based on your goals. Start Now and See Results in Less Than 30 Days

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