Financial Services Cybersecurity

Cybersecurity for Financial Services in the AI Era

Protect your people, data, and communications from AI-driven attacks, insider risk, and email-based fraud.

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Financial Services Overview

Reduce cyber risk across email, cloud apps, and AI

Financial services organizations handle sensitive financial data and transactions every day, making them attractive targets for phishing, fraud, and account takeover. A modern, unified security strategy helps minimize risk, prevent unauthorized access, and strengthen the cyber resilience of financial systems as threats evolve.

Avoid financial loss and fraud

Stop phishing, business email compromise (BEC), and account takeover before they disrupt financial transactions and business.

Safeguard sensitive financial data

Protect PII, financial records, and proprietary data as it moves between users, systems, and AI tools.

Strengthen compliance and trust

Comply with SEC, FINRA, PCI DSS, GDPR, and other mandates while protecting the integrity of financial systems.

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The Expanding Threat Landscape

Modern threats expose critical gaps in financial security

Financial firms face threats that bypass traditional defenses, compromise trusted accounts, and spread quickly across financial systems. AI-powered attacks, wire fraud, and BEC drive billions in annual losses industry-wide, and threat actors exploit trusted channels faster than teams can respond.

Security teams must protect sensitive data across growing cloud, SaaS, and AI ecosystems while meeting compliance requirements. Gaps in oversight and coordination make it difficult to:

  • Identify threats before they impact financial transactions
  • Prevent unauthorized access to sensitive financial records
  • Understand how data moves across cloud, SaaS, and AI tools
  • Govern employee and AI agent access to regulated financial data and systems
  • Reduce risk without adding operational burden
Collaboration Security
Data Security
AI Security
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Collaboration Security

Stop AI-driven threats across trusted financial communications

Email, messaging, and cloud apps power financial transactions as well as client and partner communications. These trusted environments are also prime targets for phishing, BEC, and AI-driven spoofing attacks. Proofpoint Collaboration Security delivers layered protection to stop threats early, secure business communications, and reduce human risk across the attack chain.

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Features

Multichannel Threat Protection

Detect and block phishing, BEC, ransomware, and AI-driven attacks across email, messaging, and cloud apps.

Account Takeover Protection

Identify compromised accounts and stop attackers from moving laterally across users, financial systems, and supplier environments.

Email Fraud Defense

Prevent domain spoofing, impersonation, and other fraud by enforcing authentication and controlling who can send on your behalf.

Human Risk Reduction and Awareness

Guide users in real time and reinforce secure behavior with targeted training based on real threats and user activity.
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Data Security

Govern sensitive data across financial workflows

Sensitive financial data constantly flows between users, systems, third parties, SaaS, and AI tools. As it moves, risks like misdirected email, insider activity, data exposure, and unauthorized access increase. Proofpoint Data Security and Governance helps financial organizations reduce insider risk, strengthen compliance, and protect sensitive data with unified oversight across users, communications, and data movement.

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Features

Unified Cross-Channel DLP

Prevent sensitive data loss across email, apps, and endpoints, including misdirected messages, unauthorized sharing, and data exfiltration.

Insider Threat Management

Identify risky behavior by connecting data movement with user activity, and investigate cyber incidents with full context.

Data Communications Governance

Retain, supervise, and investigate comms across email, collaboration, social, and mobile channels for compliance and e-discovery.

Data Security for AI

Monitor and control sensitive data in AI prompts, uploads, and responses across approved and shadow AI tools.
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AI Security

Secure and govern AI use across your organization

AI is reshaping how the financial services industry handles customer interactions, employee workflows, and sensitive data. But AI tools and agents can expose regulated data, bypass traditional controls, and create new compliance challenges. Proofpoint AI Security helps organizations govern AI use, enforce real-time safeguards, and maintain oversight across prompts, apps, agents, and integrations.

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Features

Shadow AI Discovery and Visibility

Identify approved and unapproved AI tools, agents, and integrations across your environment to reduce unmanaged risk.

Real-Time AI Activity Controls

Inspect prompts, uploads, outputs, and agent activity in real time to prevent sensitive data exposure and risky behavior.

AI Workflow and Agent Governance

Monitor agent behavior, validate actions against policy, and maintain control across automated workflows and connected systems.

Audit-Ready AI Oversight

Capture AI interactions and reconstruct workflows with full context to support investigations, regulatory compliance, and reporting.

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Customer Stories

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"Instead of using four or five tools to figure out what happened, now we pivot from one platform. [It] has become the core of our investigations."

Gary Heaslip

Global CISO, SoftBank Investment Advisors

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"We don't need to invest in other utilities ... we don't need to invest in other email protection platforms. We're able to use Proofpoint's solution as a holistic, almost single pane of glass."

Matt Walker

Managing Director, IT Security & Compliance, Goosehead Insurance

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Colonial Companies Customer Story
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"Proofpoint solutions give us a range of protection, so if one product doesn’t cover a threat, something else will. That’s a huge benefit to us."

Dakota Reynolds

Information Security Threat Analyst, Colonial Companies

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Secure financial communications, sensitive data, and AI-driven workflows with a unified platform. Request a demo to see it in action.

Recommended for You

Resources to secure your financial services

How Financial Services Firms Secure GenAI

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Why the Top Financial Institutions Choose Proofpoint Insider Threat Management

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Check out all our industry insights, reports, and video resources

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Frequently Asked Questions

Financial institutions handle sensitive transactions, PII, and regulated data that make them prime targets for phishing, BEC, and account takeover. A single successful attack can cause direct financial loss, regulatory penalties under SEC, FINRA, PCI DSS, or GDPR, and lasting damage to client trust, making proactive, unified cybersecurity essential to protecting both revenue and reputation.

The top risks include phishing and business email compromise (BEC) targeting wire transfers, account takeover of trusted employee or client accounts, and insider-driven data loss across email, cloud apps, and endpoints. Emerging AI tools add risk too, exposing regulated financial data through unmanaged prompts, uploads, and shadow AI use.

Financial services organizations often rely on siloed tools that lack full visibility into how users interact with sensitive data across email, cloud apps, endpoints, and AI tools. This makes it difficult to pinpoint risky behavior, investigate incidents quickly, and stop unauthorized access before data is exposed or lost.

Traditional rule-based DLP tools struggle to detect when sensitive financial data is sent to the wrong recipient or attached incorrectly. Modern financial services cybersecurity platforms use behavioral analysis, relationship context, and adaptive controls to identify unusual sharing patterns and warn users before sensitive data leaves the organization.

Generative AI tools can expose regulated data, customer information, credentials, and intellectual property through prompts, uploads, and AI responses. Financial firms also face growing risk from shadow AI and AI agents that can access systems and data without proper governance or visibility.