Financial Services

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.

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 systems, and secure user management becomes impossible. 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 ensuring users have the correct level of access.

A secure, automated user management solution is necessary for financial organizations facing 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, so you can shift your focus back to your core business and customers.

Automated On- & Offboarding
Create and provision accounts for new hires, and revoke 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 your business applications from a single convenient dashboard.

Efficient Onboarding, Internal Transfers, and Offboarding

HelloID gives you the assurance that all systems your employees rely on are seamlessly and securely connected.

Eliminate Unnecessary Privileges

For security, you never want to grant users more privileges than strictly necessary. With the IAM solution, this is handled automatically.

Regulatory Compliance

Financial organizations, like any other organization, must comply with laws and regulations, including the General Data Protection Regulation (GDPR). With HelloID, you ensure compliance and can demonstrate it.

Optimize Data Exchange

Within your organization, employees in various roles and departments work with data. In many cases, data is stored across different systems, making it difficult to link this data to gain additional insights. HelloID makes data exchange simple by integrating all the data systems you use.

Connect Source and Target Systems Seamlessly

Your employees work with many systems every day. Some of these systems serve as source systems, others as target systems, and others can serve as both. This introduces complexity. With HelloID, you connect your systems seamlessly, whether they are sources or targets.

Manage Permissions Effectively

You want to grant users access to the right applications and data, which you control with permissions. Managing these permissions properly is essential. If you do not revoke permissions for a former employee, or do so too late, that person may retain unintended access to your data. With HelloID, you largely automate this process, which provides assurance.

Reduce the Load on Your IT Department

The IT department receives many requests from employees and is therefore under pressure. The tight IT labor market also plays an important role. With HelloID, you automate tasks, reducing your IT team's workload. This allows them to focus on tasks that deliver greater value to your financial organization.

Proven Auditing & Accountability

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

"We eliminated manual data entry. Spreadsheets, post-it notes, memories… The time needed for onboarding/offboarding is likely 25% of what it was before – with the added benefit of being correct."

Vincent Cacaro

Security Lead, Haas Automation, Inc.

Read case study

Seamless Connection with All Your Applications

Whether you work on-premises, in the cloud, or in a hybrid environment, fast and optimal access to your applications and data is critical. With HelloID, you enable seamless integration of all the applications you rely on. This includes financial and administrative systems, as well as client record databases. This ensures your employees can be productive anytime and anywhere, so your financial organization can perform its work optimally.

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