MyProof use case

Secure storage of confidential customer data

Visit financial players constantly handle confidential customer data. Our MyProof platform meets industry standards by offering a secure storage solution for this sensitive information.

Compliance with financial regulations
Customer data protection
Controlled access management

This technology enables financial institutions to process customer files in a secure digital environment, preserving the integrity and confidentiality of information.

Sector & stakeholders

Software for finance and investment professionals

In the finance and investment sector, the protection of confidential data is paramount. On a daily basis, you manage sensitive information such as personal customer data, investment strategies and financial transactions.

Faced with increasing cyberthreats and strict regulations such as the RGPD, you need to ensure an optimum level of security for this critical data. The challenge is to reconcile robust protection with accessibility for authorized employees, while maintaining full traceability of access and modifications.

Portfolio management

You need secure access to customer data and market analysis to make informed investment decisions.

Financial analysts

You handle sensitive company and market information, requiring secure storage and controlled sharing.

Compliance officers

You must ensure that the storage and use of data complies with current financial regulations.

IT teams

You will be responsible for setting up and maintaining secure storage systems, while ensuring their integration with existing tools.

Have a question? Talk to a MyProof expert.

Challenge & solution

Securing sensitive financial data

Challenge

A challenge for finance and investment players

As a financial player, you manage highly confidential customer information on a daily basis. Your main challenges are :

Protect personal and financial data against cyber attacks
Comply with strict financial sector regulations (RGPD, DSP2, etc.).
Guarantee fast, secure access to information for your teams
Prevent internal and external data leaks

A fund manager recently shared with us his concern following a phishing attempt targeting his investors' data. This type of incident can seriously damage your reputation and result in significant financial penalties.

Solution

Solution selected: Secure storage

MyProof meets these challenges with a secure storage solution specially designed for the financial sector:

End-to-end encryption : your data is protected at all times, both at rest and in transit.
Advanced access control : define precisely who can access what information and for how long.
Multi-factor authentication for enhanced user account security.
Unalterable logging : every access and modification is recorded, ensuring complete traceability.
Compliance with financial sector standards, with regularly updated certifications.
Automatic backup : your data is replicated on geographically distributed servers for maximum availability.

With MyProof, you can concentrate on your core business, safe in the knowledge that your customers' sensitive information is protected to the highest financial industry standards.

Implementation

Secure storage for finance and investment professionals

MyProof's secure storage is designed to meet the specific requirements of the financial sector. This feature enables you to store and manage your customers' confidential data with optimum security.

With end-to-end encryption and granular access controls, you can guarantee the confidentiality of sensitive financial information, while facilitating collaboration within your team and with your partners.

1

Storage configuration

Define dedicated storage spaces for each customer or project, with security settings adapted to data sensitivity.

2

Secure data loading

Import financial documents and customer information via encrypted channels, ensuring their protection from the moment they enter the system.

3

Access management

Assign precise access rights to your team and partners, according to their roles and responsibilities.

4

Monitoring and compliance

Use auditing features to track all interactions with stored data, facilitating compliance with financial regulations.

Benefits

Security and compliance for your sensitive financial data

MyProof enables you to store your customers' personal and financial data securely, reducing the risk of data leakage and strengthening your compliance with financial sector regulations.

Thanks to our access rights management system, you can restrict the visibility of confidential information to authorized persons only, minimizing the risk of unauthorized access.

Every action performed on stored data is recorded, enabling you to track exactly who accessed what information and when, facilitating your internal and external audits.

With our data backup and recovery system, you're protected against the loss of critical information, ensuring the continuity of your financial operations in all circumstances.

Access the platform

Discover the power of MyProof to secure your critical data. Our intuitive solution will enable you to protect, certify and share your sensitive information with complete confidence.

Use cases

Other MyProof use cases in the finance and investment sector

Finance and investment professionals have to manage confidential financial information while complying with strict regulations. Our secure financial data management solution meets industry compliance and security requirements, while facilitating the exchange of sensitive information with customers and partners.

French cloud for archiving investment reports

Financial sector professionals need secure systems to store their documents. The MyProof platform offers a solution forarchiving of investment reports on a cloud infrastructure based in France.

Main features :

Compliance with French regulations
Securing sensitive data
Accessible document management system

This approach enables financial players centralize their financial analyses while respecting banking industry standards. Fund managers can store and access their reports in a secure French cloud environment.

Blockchain time-stamping for due diligence documents

The MyProof platform integrates blockchain technology for thetime-stamping of due diligence documents. This system enhances the security of financial valuation processes by ensuring the authenticity and integrity of the files used.

Visit finance and investment professionals benefit from a precise certification tool for the date and content of each document. Blockchain time-stamping offers complete traceability, enabling financial information to be verified throughout audits. This technology guarantees the reliability of data examined during business valuations and transactions, providing an immutable record of documents used in the due diligence process.

Alternative to the soleau envelope for investment reports

In finance and investment, dating documents is essential. Blockchain technology offers a modern solution for this task. MyProof offers a digital method to replace the Soleau envelope thanks to this innovation.

This system ensures the traceability and authenticity of financial reports. Visit finance and investment players can protect their confidential information with a tool tailored to their needs. Blockchain guarantees the immutability of data, offering protection against tampering. This method ofblockchain time-stamping meets the security requirements of the financial sector, while simplifying verification and auditing processes.

Blockchain time stamping to secure financial transactions

The integrity of financial operations is a priority for institutions in the sector. Ourblockchain time-stamping meets this need by providing :

An immutable distributed register
Complete traceability of transactions
Strengthening trust between parties

MyProof customers benefit from a proof system for their financial documents. This feature facilitates audits and resolves disputes by proving the existence of financial documents. financial transactions at an instant T. Time-stamping on the blockchain thus contributes to regulatory compliance and the transparency of monetary exchanges.

Secure file sharing for analysis of investment opportunities

In the financial sector, analyzing investment opportunities involves sharing confidential documents. To meet this need, MyProof offers a solution for dataroom platform. This platform provides a secure environment for conducting due diligence and evaluating investment files.

Financial professionals use this digital space to exchange sensitive information in complete confidence. Visit secure sharing platform for analyzing investment files MyProof enables finance and investment players collaborate effectively. Teams can review financial data and assess opportunities in a protected environment, ensuring confidentiality of critical information throughout the process.

Datarooms software for fundraising

MyProof offers a document management solution designed for fund-raising. Our platform facilitates exchanges between entrepreneurs and investors during financing rounds:

Centralization of financial documents
Performing due diligence
Securing confidential information

This dataroom for fundraising streamlines the financing process by guaranteeing the confidentiality of data shared between stakeholders.

Secure datarooms for financial due diligence

Protecting sensitive information is essential for financial reviews. Our platform meets industry requirements for data security. This virtual data room optimizes due diligence processes while guaranteeing the confidentiality of balance sheets and financial statements.

The secure interface enables teams to carry out their assessments in a controlled environment. Visit financial analysts have a collaborative space to share documents with authorized parties. The platform offers restricted access to information required for accounting audits and financial risk analysis.