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

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.

Watch DataRails for Financial Services Video.
Regulatory
Compliance

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 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 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, enabling financial institutions to create graphs that pull data from numerous Excel files, and extract meaningful insights into 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.
Contact us to learn more and get started.
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Is your Excel data at risk?
Check out the level of risk your Excel data
is facing, by answering 8 quick questions:
Check It Now
1.
What’s your area of responsibility in your organization?
Finance
Operations
IT
Marketing
Sales
HR
2.
Select the industry your company belongs to:
Financial Services
Technology
Manufacturing
Retail
Construction
Pharmaceutical
Utilities
Healthcare
3.
Does your organization keep sensitive information (financial forecasts, budget, consolidation of business units accounts, etc.
NO
YES
4.
What system do you use, to ensure you or your team are always working on the latest version of your Excel files?
Manually
Shared folder
Dropobx/Box/Onedrive
Sharepoint
Other
5.
How much time do you, or your team, spend a week managing Excel Spreadsheets (verifying data, comparing results from different files, consolidating data from different files)?
5hrs
10hrs
20hrs
30hrs
More...
6.
On average, how many stakeholders contribute to each Excel spreadsheet?
Only 1
Up to 5
6 to 15
16 to 25
More
7.
Is your organization required to implement effective internal control over financial reporting (ICFR) for SOX compliance?
NO
YES
8.
Over the past year, have you found any mistakes on your Excel files? (e.g. working on a wrong version, wrong formula change, overriding someone else's work etc).
NO
YES
7.
Is your organization required to implement effective internal control over financial reporting (ICFR) for SOX compliance?
NO
YES
8.
Over the past year, have you found any mistakes on your Excel files? (e.g. working on a wrong version, wrong formula change, overriding someone else's work etc).
NO
YES
Well done!
Your Excel spreadsheets
are exposed to limited risk.
If you want to further reinforce
your data integrity, try DataRails now.
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Your Excel spreadsheets
are at a HIGH Risk.
Start a DataRails trial now!
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