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Financial Services

Empowering Financial Services with Primary’s Enterprise Browser

Securing Data, Enhancing Compliance, and Reducing Cyber Risks for Modern Financial Institutions

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Fortified for Financial Security

Strengthening Cybersecurity and Compliance

The financial services sector is under escalating pressure to safeguard sensitive data and ensure compliance amid rising cyber threats.

With cyberattacks on the financial industry doubling in recent years, data breaches and ransomware incidents have intensified. These incidents often exploit complex vulnerabilities introduced by cloud services, third-party providers, and insider threats.

To address these unique challenges, Primary's Secure Enterprise Browser offers a robust alternative to traditional security tools. It offers a tailored approach to secure application access, data protection, and regulatory compliance in a highly regulated and cyber-vulnerable environment.

Trusted Security for Finance

Offer your staff and clients a seamless and secure experience while avoiding data breaches

  • Securing Sensitive Data and Preventing Breaches

    Zero-Trust Architecture:

    Financial institutions handle sensitive customer information, making it critical to implement security measures that ensure data protection. Primary’s browser enforces zero-trust principles, ensuring access is tightly controlled, even within the organization.

    Endpoint Isolation:

    Prevents data leaks by ensuring that sensitive financial data is only accessible through controlled, secure endpoints. Actions like printing, file sharing, and copying can be restricted to prevent unauthorized access​.

  • Regulatory Compliance

    Data Governance and Policy Enforcement:

    Financial institutions are subject to strict regulations (e.g., GDPR, CCPA). Primary’s browser integrates data governance tools that allow enterprises to meet compliance standards and monitor data access in real time. This ensures financial institutions comply with evolving regulatory frameworks, such as the new SEC rules.

    Dynamic Policy Enforcement:

    Provides granular control over access to data based on the user’s role, location, and device, helping financial institutions align with industry regulations like PCI-DSS and SOX​.

  • Mitigating Shadow IT Risks

    Visibility and Control over User Activities:

    Shadow IT is a growing concern in the financial sector, with employees often using unapproved devices or applications. Primary mitigates this by giving full visibility into all browser activities, preventing the use of unauthorized apps, and reducing the risk of data breaches through personal email accounts and other unregulated channels​.

  • Enhancing Remote Work and BYOD

    BYOD and Remote Access Security:

    Primary’s browser offers a secure alternative for remote employees and contractors. It allows them to access financial systems without compromising security, protecting against potential threats posed by unmanaged devices while maintaining a seamless user experience​​.

    Phishing-resistant MFA:

    Financial institutions are prime targets for phishing attacks. The browser’s integration with strong MFA and continuous trust verification helps mitigate these risks, ensuring that employees accessing critical data are continuously authenticated​.

  • Optimizing VDI Replacement

    Cost Savings and Performance:

    Financial institutions that rely on Virtual Desktop Infrastructure (VDI) for security can reduce costs and improve user experience by switching to Primary’s browser. It eliminates the need for complex VDI setups while providing the same level of security but with better performance, especially for remote or branch office workers.

  • Risk and Reputational Management

    Real-time Threat Detection:

    Primary’s advanced threat defense capabilities, such as protection against ransomware, man-in-the-middle attacks, and other browser-based threats, are crucial for banks that need to protect against reputational and financial losses from cyberattacks​.

    Data Exfiltration Control:

    Ensures that sensitive financial data cannot be removed or shared outside of the secure environment, preventing internal threats and accidental data loss​.

Secure External Partnerships

Third-Party Risk Management

Third-Party Contractor Management:

Banks often work with external partners such as auditors, consultants, and vendors. Primary allows secure collaboration with these external parties, limiting their access to only the necessary data and ensuring full visibility into their activities within the browser.

Zero Trust Architecture:

The browser’s built-in security features continuously authenticate users and devices, reducing risks from compromised or malicious third-party access.

Enforce Regulatory Standards

Compliance and Regulatory Governance

Regulatory Compliance:

Banks and financial institutions must comply with stringent regulations like GDPR, CCPA, and industry-specific standards like PCI DSS. Primary ensures that data governance policies are enforced organization-wide, helping them seamlessly meet these regulations.

Audit and Compliance Reporting:

Primary's built-in audit tools track and report all user activities within the browser, ensuring compliance standards are consistently met and simplifying reporting for regulatory bodies such as the SEC or FINRA.

Secure Distributed Workforce Access

Remote Work and BYOD Enablement

Secure Remote Access:

As financial institutions adopt hybrid and remote work models, Primary enables secure access to internal systems and financial applications from any location, reducing reliance on complex virtual desktop infrastructure (VDI) setups.

Zero Trust Architecture:

The browser’s built-in security features continuously authenticate users and devices, reducing risks from compromised or malicious third-party access.

Optimize Security Operations

Operational Efficiency and Cost Reduction

VDI Replacement:

Many financial institutions rely on VDI for secure access to applications. By switching to Primary, these firms can reduce the cost and complexity associated with maintaining VDI while maintaining a high level of security and control over sensitive financial data.

Workflow Automation:

Primary supports automation of routine tasks such as secure file sharing and document collaboration, reducing manual processes, and improving operational efficiency across back-office operations and financial transactions.

Stay Ahead of Cyber Risks

Protection Against Cyber Threats

Ransomware and Malware Defense:

Financial institutions are frequent targets for ransomware and malware attacks. Primary provides built-in ransomware and malware protection, blocking these threats before they compromise financial systems and customer data.

Browser-Based Threat Protection:

With most financial transactions and operations now taking place through web-based applications, Primary secures the browser from threats like phishing, man-in-the-middle attacks, and other browser-based exploits, ensuring the integrity of financial transactions.

Mitigating Cyber Risks with Enterprise-Level Security Features

Financial institutions are prime targets for ransomware and phishing attacks, which are increasingly sophisticated and exploit a broad attack surface. Primary’s Enterprise Browser integrates advanced cybersecurity measures, such as zero-trust architecture and endpoint controls, that help mitigate these risks.

This solution supports secure access to internal applications without reliance on VPNs or legacy Virtual Desktop Infrastructure (VDI) systems, which can be complex and costly to maintain​​. With real-time threat detection, data leak prevention, and granular access controls, the Enterprise Browser allows financial firms to securely manage digital identities and reduce insider threats, a significant vector in recent breaches.

Enhancing Compliance and Data Privacy

Stringent regulatory frameworks, such as GDPR and Know Your Customer (KYC) policies, require financial institutions to demonstrate strict data governance and control. Primary's solution offers built-in compliance features, including audit logs, encrypted data handling, and fine-grained access permissions. These features ensure that user interactions with sensitive data are monitored and compliant with sector-specific standards.

This proactive compliance approach helps financial institutions adhere to regulatory demands, minimizing the risks of fines and reputational damage resulting from non-compliance.

Enhanced Data Protection

Transforming Security and Efficiency for Financial Institutions

  • 1. Sensitive Financial Data Protection

    Data Exfiltration Prevention:

    Banks handle highly sensitive financial information, such as customer data, transactions, and proprietary financial models. Primary’s browser prevents unauthorized sharing, copying, or downloading of critical data, ensuring that financial information remains secure.

    Granular Access Controls:

    Role-based access allows only authorized personnel to view or edit confidential financial data, protecting sensitive information from both internal threats and external breaches.

  • 2. Third-Party Risk Management

    Third-Party Contractor Access:

    Financial institutions frequently collaborate with external auditors, consultants, and vendors. Primary secures third-party access by enforcing policies that restrict data visibility and functionality to only what is required. This prevents data leaks and ensures full oversight of contractor activities.

    Zero-Trust Model:

    Primary’s browser continuously verifies user identity, location, and device, ensuring that all users, including external contractors, are securely authenticated before gaining access to sensitive systems.

  • 3. Compliance and Regulatory Governance

    Compliance with Regulations:

    Banks and financial institutions must comply with stringent industry regulations (e.g., GDPR, CCPA, PCI DSS, SOX). Primary helps enforce compliance by maintaining detailed audit logs and providing customizable governance policies, ensuring data handling meets the highest regulatory standards.

    Audit and Reporting:

    Primary’s advanced audit tools track user activity and generate comprehensive reports that ensure compliance with financial regulations. This minimizes the risk of regulatory breaches and fines and simplifies reporting for regulatory bodies such as the SEC or FINRA.

  • 4. Optimizing Remote Work and BYOD

    Secure BYOD for Financial Advisors:

    Financial institutions often support a distributed workforce, including remote employees and advisors. Primary enables secure access to financial systems from personal devices, allowing flexible work arrangements while maintaining high-security standards.

    Remote Access for Contractors:

    Contractors and temporary workers can securely access internal systems from any location, reducing setup times and improving productivity without relying on complex virtual desktop infrastructure (VDI) solutions.

  • 5. Enhancing Operational Efficiency

    VDI Replacement:

    Financial institutions that use VDI to secure access to banking applications can switch to Primary, reducing infrastructure costs while maintaining high levels of security. The browser also improves the user experience by offering faster, more responsive access to applications.

    Workflow Automation:

    Primary’s browser can automate routine processes, such as document sharing and collaboration, enabling faster approval cycles and increasing operational efficiency across departments like customer service, risk management, and back-office operations.

  • 6. Cybersecurity Threat Mitigation

    Ransomware Protection:

    Financial institutions are frequent targets for ransomware attacks. Primary offers robust defenses against these threats, ensuring the protection of critical financial systems and minimizing downtime or data compromise during attacks.

    Browser-Based Threat Protection:

    With financial operations increasingly conducted through web-based platforms, Primary secures the browser against threats like phishing, man-in-the-middle attacks, and other browser-based exploits, ensuring the integrity of financial transactions and customer data.