Financial Services

Operational efficiency, compliance, and data security are non-negotiable in financial services. Boardwalktech’s Information Intelligence Platform helps you unify data, automate compliance, and streamline financial operations—all while mitigating the risks associated with Excel and other EUC tools.

Transform Compliance and Risk Management

Financial data often resides in unstructured formats like spreadsheets, emails, and PDFs, making compliance and risk management a challenge. Disconnected processes and manual workarounds expose organizations to inefficiencies, regulatory breaches, and operational risks. Moreover, the information is stored in filesystems or even desktops, further adding to risk.

Boardwalktech’s low-disruption approach transforms how you manage data. By unifying structured and unstructured information into a secure, centralized platform, you gain real-time insights and automate critical workflows to meet today’s regulatory demands.  
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Secure Your Operations, Enhance Efficiency

Traditional methods for compliance and financial operations rely on tools that fail to scale with growing data needs. Boardwalktech modernizes your workflows without disrupting your team's processes. Operational teams can work within familiar interfaces, like Excel, while leveraging robust security, governance, and scalability features.

At a time when compliance expectations are high, Boardwalktech delivers transparency, trust, and efficiency across your operations.  

Built for Excel and Beyond

Excel and EUC tools remain integral to analytical and  operation workflows but come with significant risks. Boardwalktech integrates with these tools to enhance their capabilities, embedding role-based security, automated governance, and detailed audit trails to eliminate vulnerabilities and ensure compliance.  
Financial Services Benefits
A Single Version of the Truth
Unify structured and unstructured data—spreadsheets, emails, and PDFs—into a single, trusted platform for complete visibility and accuracy as well as appropriate access controls.
Automated Compliance

Rapidly meet regulatory requirements with automated governance features, minimizing risk and ensuring your organization stays ahead of compliance standards.
Real-Time Insights

Gain immediate visibility into critical data changes, enabling faster and more informed decision-making.
Detailed Audit Trails

Track every action in your financial workflows with tamper-proof audit logs, supporting effortless audits and enhanced accountability.
Role-Based Security

Protect sensitive financial data with customizable permissions, ensuring that only authorized personnel can access or modify critical information.
Seamless Scalability

Easily scale your solutions as your data needs grow, with seamless integration into our AI and advanced analytics tools.
Representative Boardwalk Application Areas
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