Trusted Collaboration for Financial Institutions

Streamline regulatory exams, M&A due diligence, and client engagement without your data ever leaving your Microsoft 365 tenant.

Solving the "Collaboration Isolation" Dilemma

Financial institutions are stuck in a deadlock – business teams demand speed for deal execution, while security teams create roadblocks to prevent data leaks.

Shadow IT workarounds create audit gaps
Disjointed security layers slow data sharing
Email encryption still gives data away
3rd party storage compliance is your responsibility

eSHARE Breaks the Deadlock

eSHARE's “Trusted Collaboration Fabric” is a seamless governance enhancement for Microsoft 365 that secures external collaboration entirely inside your tenant.

Zero-Trust Security: Enforce least-privilege access controls and real-time revocation with no guest accounts
Secure Email:  Attachments become secure links to the data inside your tenant
No Data Sprawl: Your tenant is the single source of truth; files are never copied to external servers or third-party clouds to facilitate sharing
Regulator Ready: Continuous oversight makes audits quick, complete, and painless

Why Financial Institutions Choose eSHARE

Eliminate Data Residency Concerns
eSHARE keeps 100% of your data inside your existing Microsoft 365 tenant. You own the keys, the storage, and the logs.
Trusted by Regulators
eSHARE is used by institutions that form the backbone of global financial services and validated by their auditors.
No "Guest Account" Friction
Collaborate with external parties without forcing them to create Microsoft Guest Accounts or manage complex logins.

Legacy VDRs vs. eSHARE

Rethink how you share and collaborate.

The Problem

The eSHARE Solution

Data on 3rd Party Server

Inside Your M365 Tenant

Workflows with disjointed, separate logins

Integrated (Outlook/Teams)

Guest accounts with standing access risks

Time-bound, Just-in-Time

High licensing/Per-page fees

Leverages existing M365 investment

Governance siloed from corporate policy

Inherits M365 Compliance Policies

Client Success Story

A Global Financial Markets Infrastructure Provider Achieves 100% Audit Visibility

The Challenge:

As a critical infrastructure provider, the organization faces intense regulatory scrutiny regarding data movement. Their granular audit standards required advanced governance beyond Microsoft 365’s native controls, leading to "Collaboration Isolation" where users struggled to share files compliantly. They needed to stop uncontrolled sharing without breaking business workflows.

The Solution:

The "Kill Switch" Strategy The organization now contains all external collaboration inside their Microsoft 365 tenant using eSHARE’s Trusted Shares.  This allows them to act as a secure gateway, integrating every file movement directly into their SIEM for real-time correlation with DLP events.

How eSHARE Delivered Success:

84% Organic Adoption: Users flocked to the new system because it was easier than the previous manual workarounds.
100% SIEM Visibility: Every external share is now a correlated event in their security dashboard.
Zero Data Sprawl: By eliminating native links, they ensured no data ever left their governance boundary without an audit trail.

Enterprise-Grade Security & Compliance

eSHARE meets the rigorous standards of the financial services industry.

SOC 2 Type II Attestation
FINRA & SEC Compliance Alignment
End-to-End Encryption
Federal Records Management Integration
Support for M365 Commercial, GCC, & GCC High

Turn Compliance into Competitive Advantage

Regulatory Examination Management

Streamline audits with 25–40% faster examination cycles

M&A / Deal Rooms

Kill the Legacy VDR with zero data residency concerns

Third-Party Risk Management

Secure the supply chain with automated governance and expiration.

Secure Client Advisory

Improve client experience with higher satisfaction and retention

Stop choosing between security and speed. Enable regulator-ready collaboration today.

Schedule a Demo

Trusted by Leading Organizations

Many of the world's largest and most highly regulated organizations rely on eSHARE to balance business with governance.

eSHARE's seamless integration with our DLP policies and Microsoft 365 ensures that our data is protected at all times, offering peace of mind with every shared file.

Joshua Davidson

Senior Cyber Security Analyst

eSHARE is the secure collaboration solution for 4G Clinical. We used eSHARE to extend our productivity suite to our customer community of 7,000+ users and their 2,000+ clinical trials, providing an easy-to-use solution that fulfills all FDA requirements, including GxP and 21CFR11. 

Ed Tourtellotte

founder & chief technology officer

A very good product, with amazing support. It has enabled us to provide secure documentation to customers and been a game changer for winning contracts in the UK. In the USA it has allowed the team to win high end contracts with confidence.

Gartner Peer Insights

manager of it services

eSHARE simplified and improved the quality of our data collection process. It’s modern and simple UX allowed us to quickly implement and secure our partnerships with our suppliers and continue to innovate our Digital Supply Chain Solutions.

Adrian Mantini

senior vice president

After evaluating numerous products throughout my career, none have matched eSHARE's comprehensive features and versatility. The platform's detailed control, such as SAML and OAUTH support, a comprehensive RESTful API for streamlined document management, and ongoing enhancements to meet cybersecurity demands, positions eSHARE as a top choice for enterprise file management and collaboration.

Tim Rice

Chief information security officer

Collaboration possibilities are virtually limitless. Policies are customizable and straightforward. Portal customization makes integration with our own design guidelines easy. Technical support was always agile and even reported bugs were usually fixed within hours.

Gartner Peer Insights

senior security analyst

FAQ

Why is eSHARE a secure alternative for financial-sector collaboration instead of external file-sharing platforms?

eSHARE keeps all sensitive data inside your Microsoft 365 tenant. Rather than copying or moving files to external clouds, it layers secure access controls — link-based sharing, time-bound permissions, watermarking — on top of your existing storage. That reduces data sprawl, duplicate records and external compliance risk. Discover more

Do external collaborators need a Microsoft account or a guest login to access shared content?

No. eSHARE enables secure sharing via policy-based links. External recipients access documents through a secure, branded portal. There is no requirement for them to have Microsoft 365 guest accounts or manage complex logins — simplifying collaboration while preserving governance. Discover More

How does eSHARE help financial institutions meet regulatory compliance and audit requirements?

Because all data remains inside your Microsoft 365 tenant, you retain control over data residency, retention policies, and data loss prevention (DLP). eSHARE adds unified audit logging, real-time revocation and Zero-Trust-style controls. This alignment simplifies compliance with regulations such as GLBA, SOX and others often required for financial services. Discover More

Can eSHARE replace legacy VDRs or third-party cloud repositories commonly used in M&A, due diligence, or client-onboarding workflows?

Yes. eSHARE is designed to replace traditional VDR or MFT workflows by embedding secure collaboration directly inside Microsoft 365. That avoids external cloud copying, simplifies compliance, saves cost, and reduces license-management overhead typical of standalone VDR tools. Discover More

What controls does eSHARE provide to manage external sharing securely and prevent unauthorized access or oversharing?

eSHARE supports granular access controls: you can restrict sharing by domain, set time-bound links, enforce policies like watermarking or “view-only,” and apply your existing Microsoft Purview DLP and sensitivity labels. External access can be revoked at any time. Audit logs track all activity. Discover More

Will using eSHARE disrupt normal workflows for users (e.g. bankers, advisors, compliance teams)?

No. Because eSHARE builds on top of Microsoft 365 (Teams, SharePoint, OneDrive, Outlook), users continue to work with familiar tools. There is no need to toggle between portals or use a separate VDR. That reduces friction, accelerates collaboration, and improves adoption. Discover More

How does eSHARE help reduce risk during regulator exams, audits or compliance reviews for financial institutions?

eSHARE ensures that sensitive data never leaves the tenant, enforces consistent DLP and retention policies, records every external share and interaction in audit logs, and supports rapid revocation or access review. That provides a transparent, single source of truth for auditors and regulators. Discover More

Is eSHARE suitable for high-security use cases such as mergers & acquisitions, due diligence, or controlled-information exchange?

Yes. eSHARE’s “Trusted Collaboration Fabric” provides secure, time-boxed, rights-managed collaboration while retaining data residency and governance. That makes it well suited for M&A, due diligence, or any scenario where high compliance and confidentiality standards apply. Discover More

Still have questions? Contact us to learn more.
Trusted by Leading Companies