Tools4ever Solutions for Financial Services Organizations

Achieve Compliance and Security Standards

Our identity management solutions help financial services organizations reduce risk, increase accountability, and achieve peace of mind in a rapidly changing industry with regulatory requirements and security threats.

Get a Leg Up on Your Regulatory Compliance Efforts

Automated On- & Offboarding

Create, and provision accounts for new hires and remove their access when they leave without IT intervention.

Reduce Permission Drift

Remove account permissions automatically when they are no longer needed.

Digitized Workflow & Forms

Streamline your processes and make everyone’s life a little easier.

Streamlined Application Access

Access all of your business applications from one convenient dashboard.

Security, Trust, & Peace of Mind

Protecting sensitive and confidential information is critical for financial organizations. The task, however, gets harder because organizations often have a mix of modern systems and older (legacy) systems. As a result, employees’ access rights become unclear across the different systems, and secure user management becomes an impossible task. This creates security and compliance risks, potentially providing employees with unnecessary access to sensitive information. Also, it makes it difficult for the IT department to manually provision accounts and resources while still ensuring the user has the correct level of access.

A secure and automated user management solution is necessary for financial organizations with these challenges.

Over the past twenty years, Tools4ever has helped financial institutions reduce risk, increase security, and find a measure of peace in their day-to-day life.

Our identity management solutions let you worry less about the technical foundations of your business and shift your focus back to your core business and customers.

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A Proven Solution

Proven auditing & accountability

Our solutions’ comprehensive audit logs and reporting help you meet your compliance requirements quickly and easily for SOX and any other regulations. Prove who had access to what, when, and why.

“Day One” start for new employees

No more sitting around and waiting for the helpdesk to create an account. Instead, our automated processes ensure new employees have access to everything they need to hit the ground running on their first day.

Seamless HRIS integration

We partner with the leading HRIS vendors to provide you with easy and seamless integration. Centralize management and kick-off processes right from your HRIS data.

SSO for your cloud apps

Every day, more and more work is done in the cloud. We provide a smooth Single Sign-On (SSO) experience so employees can access everything they need with just a few clicks.

Free Up Your Users—and IT Department

Our IDM solutions automate the entire Identity Lifecycle Process within the Financial Industry. As a result, users get easy and secure access to their IT services, and the IT Departments are relieved of the burden of maintaining costly local hardware, software, and storage infrastructure.

With Tools4ever, there is no trade-off between cost savings and security. All HelloID tenants run in a maximum-security Azure environment, thoroughly checked by Deloitte Risk Services every six months. Plus, we offer a balanced growth path.

Our tools provide solutions for many of the challenges that the Financial Industry encounters with its User Account Management process:


Security: Increased data security for personal information, data, and resources.


Compliance: A minimized risk in adhering to regulations, such as SOX.


Awareness: Extensive logging for easy auditing.

Here is how our solutions can help your financial services organization:

T4E User Provisioning Module happy greeting vertical

User Provisioning

The daily use of Personally Identifiable Information (PII) in the financial services industry reinforces the importance of eliminating any potential errors when managing active and inactive user accounts. Our Provisioning module fully automates your account management process by acting as a single source of truth. It connects to your personnel system and then pushes the appropriate data to downstream applications. As a result, user account creation, deactivation, and changes, including permission rights, are processed quickly, effortlessly, and flawlessly, compared to manual provisioning, where there can be delays, errors, and inconsistencies.

Service Automation

For the processes that can’t be fully automated, you can use our HelloID Service Automation module to manage your resources via an employee self-service helpdesk. This module allows employees to request access to applications or resources via an online portal. Requests can be approved in one simple click. No matter your role in the organization, Service Automation can help your day-to-day tasks by streamlining, centralizing, and automating the things you need.

Simplified Access

Our authentication and access policies limit potential data breaches by offering a secure, universal dashboard for all your applications, accessible via Single Sign-On (SSO). HelloID’s ‘out-of-box’ package includes multi factor authentication that you can implement for an additional security layer at both the dashboard and individual application levels.

Role Modeling

You can now create thousands of business roles in minutes using simple-to-use Role Modeling feature that includes both role mining and role generation. In addition, you can get a detailed analysis of Users, Groups, and Roles across your systems with a single click of a button.

Impact Analysis & Audit Reports

Audits have never been easier thanks to enforcement reports and detailed evaluation features allowing real-time impact analysis before any user provisioning action is committed. Additionally, enforcement reports and logs give you the same visibility after every action taken.

Cloud or On-Premises Solutions for the Finance Industry

This quick guide will help explain how our solutions can maximize user efficiency, increase a financial services organization’s security, and free up IT resources.

The modern finance industry requires a lot of information security. Data must be captured securely and shared with third parties while maintaining privacy and compliance requirements. This includes protecting customer data against cyberattacks, ensuring the integrity of sensitive systems, and preventing unauthorized access to proprietary information.

Such challenges require robust Identity and Access Management (IAM) solutions that protect data and enable authorized individuals to perform their jobs effectively.

IAM solutions help financial enterprises meet these demands by providing strong authentication capabilities, single sign-on, role-based access control, multifactor authentication, and privileged account management. They also provide granular policy enforcement, audit logging, and reporting capabilities. Additionally, your IAM solution needs to meet stringent regulatory and compliance standards.

Single Sign-On Increases Productivity & Lowers IT Costs

Most organizations require employees to use their passwords to access everything from email to cloud applications and storage. Unfortunately, users often forget their passwords and end up being locked out or having to reset them. This often requires the intervention of the IT department, adding to its workload.

HelloID’s SSO (single sign-on) provides users with a single dashboard that dynamically lists applications assigned to a specific user. With one single log-on to the dashboard, you have access to all of the applications needed for your job role. Simply click on the application, and HelloID automatically logs you into the application.

In addition, SSO allows employees to work remotely. They don’t have to worry about remembering complex passwords since they only need to remember one. As a result, productivity increases, and IT costs decrease.

Get a Leg Up on Your Regulatory Compliance Efforts

The financial services industry faces specific challenges around data security, regulatory compliance, and cyberattacks. As such, it must implement robust controls to protect customer data, comply with federal rules and regulations, and ensure the integrity of sensitive systems.

Unfortunately, many organizations lack the expertise, tools, and resources to manage their cybersecurity programs effectively.

Our solutions are built on a common architecture and provide comprehensive coverage across areas like identity management, access management, information protection, and network security.

As a result, they enable you to quickly build and deploy secure applications while providing visibility into how those applications interact. Even better, they can easily integrate with your organization’s existing technologies and processes thanks to our 150+ connectors.

Get Ahead of Trends Driving Change in Financial Services

The financial services industry is undergoing a seismic shift. The landscape is rapidly shifting from customer needs and engagement behavior to regulatory requirements and security threats. While many companies have already begun implementing changes to meet the challenges ahead, there is still plenty of opportunity for those that act now.

In today’s digital world, customers expect to engage with brands across multiple channels, including mobile apps, social media platforms, online banking, and even voice assistants like Alexa and Siri. As a result, financial institutions must adapt quickly to meet consumer demands. They also face increased scrutiny from regulators, compliance officers, and internal teams tasked with managing risks associated with cybercrime and data breaches.

To remain competitive, financial institutions must develop innovative solutions to address these trends head-on. To do so, they must embrace IAM as a foundational element of their strategy. With IAM, organizations can deliver secure experiences and better manage risk without compromising performance or increasing costs.

Efficient and Secure Solutions

Our IDM solutions allow organizations to manage digital identities across platforms while enforcing single sign-on and multifactor authentication policies. With these extra measures, financial institutions add additional layers to protect against security breaches.

Additionally, users can request access to additional resources through self-service workflows. Approvers of the workflows are individuals with direct knowledge of who should have access to a resource, such as managers and supervisors. They can do so without helpdesk assistance 24/7.

Efficiency and security no longer have to be mutually exclusive!

Secure the Organization

With today’s organizations moving to a cloud-first IT infrastructure, security and, more importantly, managing digital identities are paramount. As a result, the days of managing identities strictly in Active Directory have passed, so organizations are forced to modernize their identity management ecosystem.

Our IDM solutions help administrators ensure that users have only the access that they need to sensitive data. Additionally, they provide enhanced functionality such as multifactor authentication (MFA), role-based access control (RBAC), and single sign-on (SSO). These features provide greater protection against threats and can save high costs over traditional methods.

Speak with One of Our Technology Representatives