Cybersecurity case study: protecting financial data for asset managers

The context

An asset management company handles large volumes of confidential data, including regulatory reporting, investment documents, strategic plans, and information about high-profile clients. Working with distributed teams and external consultants increases the risk of unauthorized use or accidental data sharing.

In a recent case, a sensitive file was mistakenly attached to an email and sent to unauthorized recipients, resulting in serious legal and reputational consequences.

To secure critical files without slowing down daily operations, the asset management firm adopted two integrated CyberGrant solutions: RemoteGrant for secure remote access, and FileGrant Enterprise to extend protection to external file sharing.

Automatic transparent encryption – All files created or handled on corporate devices are encrypted in the background, with no performance impact

Access restricted to authorized devices – Files copied to external devices remain unreadable unless opened on approved endpoints

End-to-end protection – Even if files are sent by email or saved on external drives, they remain encrypted until accessed by an authorized user

USB device blocking – Prevents unauthorized copies, downloads, or file sharing via USB, reducing human error and risky behavior

Role-based access control – Only authorized users can open, edit, or download sensitive files. Access is revoked instantly when risk is detected

AI scraping protection – Stops unauthorized data extraction by AI-based tools

Smart tagging and usage rules – Files are labeled with intelligent tags that define usage limits and block unauthorized operations

Protecting sensitive data in asset management

The context

The challenge

The solution

The results

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