DataRails for Financial Services
Helping banks, insurance and advisory firms securely manage and share sensitive financial data on Excel.
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Safeguard Financial
Data Integrity
Regulatory
Compliance
Accelerate
Productivity
Better Managed
Risk and Compliance
Interactive
Insights
Safeguard Financial
Data Integrity

Financial institutions rely completely on Excel spreadsheets in every department and activity. Data integrity is vital, since even one mistake can harm a company’s reputation, revenue and business insights. DataRails introduces Excel spreadsheet control, which covers access/security, traceability/version history and backups/version recovery. DataRails works over all Excel spreadsheets, without changing the familiar experience you know and love.

Watch DataRails for Financial Services Video.
Regulatory
Compliance

Regulatory mandates, such as Basel III, Solvency II, Dodd-Frank Stress Tests (DFAST) and Comprehensive Analysis and Review (CCAR) compel financial institutions to evaluate how they manage their unstructured data, and to examine and implement rigorous control frameworks. With DataRails, financial institutions can prioritize compliance management and enable effective internal control.

Accelerate
Productivity

Financial institutions spend much of their resources in man-hours for working with Excel documents. Streamlining this type of work can significantly accelerate productivity and lower costs. By being able to easily share files, review data, comment on cells, eliminate emails and work on the latest file versions, team productivity has been shown to improve by as much as 60%.

Better Managed
Risk and Compliance

With features like access control, traceability and version control and comparison that enable FINRA compliance, DataRails empowers IT to enable end users and secure your business financial data.

Interactive
Insights

Just like a BI tool, DataRails converts Excel files into a structured database. This allows financial institutions to create graphs that pull data from numerous Excel files and extract meaningful insights from one interactive dashboard.

Safeguard Financial Data Integrity
Excel spreadsheets remain a crucial tool for Financial institutions ... read more
Excel spreadsheets remain a crucial tool for Financial institutions, that rely on them completely in every department and activity. Data integrity is vital, since even one mistake can harm a company’s reputation, revenue, and business insights. DataRails introduces Excel spreadsheet control, covering access/security, traceability/version history, and backups/ version recovery. DataRails works over all Excel spreadsheets, without changing the Excel experience you know and love.
Regulatory Compliance
Prioritize compliance management and enable effective internal control. ... read more
Prioritize compliance management and enable effective internal control. Regulatory mandates, such as Basel III, Solvency II, Dodd-Frank Stress Tests (DFAST), and Comprehensive Analysis and Review (CCAR), force financial institutions to evaluate how they manage their unstructured data, and to examine and implement rigorous control frameworks.
Accelerate Productivity
Financial institutions spend much of their resources in man-hours working ... read more
Financial institutions spend much of their resources in man-hours working with Excel documents. Being able to streamline this type of work can significantly accelerate productivity and lower costs. Team productivity has proven to improve by up to 60% by being able to easily share files, review data, and comment on cells, coupled with the elimination of emails and ensuring that users are always working on the latest file versions.
Better Managed Risk and Compliance
With features like access control, traceability, and version control and ... read more
With features like access control, traceability, and version control and comparison that enable FINRA compliance, DataRails empowers IT to enable end users, and secure your business financial data.
Interactive Insights
Just like a BI tool, DataRails converts Excel files into a structured ... read more
Just like a BI tool, DataRails converts Excel files into a structured database, enabling financial institutions to create graphs that pull data from numerous Excel files, and extract meaningful insights into one interactive dashboard.
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