Financial Services
Protect your assets and enable scalable growth, no matter how the market is trending
Support operational agility and ensure compliance with the help of AvePoint's migration, management, and protection solutions.
Gain a competitive edge with modern cloud solutions
The ever-accelerating pace of the financial services industry means institutions need advanced technology to stay competitive. Leveraging powerful solutions like Microsoft 365 and Microsoft Teams, firms can enable remote teamwork and innovation, protect key data assets, and adjust business operations to comply with increasingly complex compliance requirements.
DOWNLOAD OUR FINANCIAL SERVICES BROCHUREWe tried about four other companies with a whole proof of concept and analysis. We knew we needed help with multiple things – reporting, governance, management, etc. – and AvePoint was the only provider to really cover it all.
A Better Return on Your Investment
Maximize IT Spending
AvePoint's Confidence platform is the most advanced platform for SaaS and data management. Get more value out of your cloud investment by having flexibility, control, and confidence in your M365 service delivery.
Protect Data Assets
Comply with regulatory requirements for data protection and retention. Meanwhile, rest easy knowing that automatic backup and unlimited storage and retention allow you to bounce back fast from user errors, ransomware, and more.
Drive M&A Success
Deals are disruptive, no doubt about it. Partner with AvePoint to reduce time to value and get users back to work faster with rapid digital collaboration after a merger, acquisition, or divestiture.
Prevent. Protect. Profit.
A technology portfolio with guaranteed gains
You don’t need to sacrifice your bottom line or organizational security to achieve secure, productive collaboration and workflows. AvePoint’s suite of solutions safeguard your business-critical data, increase operational agility, and eliminate IT burden while maximizing your IT investment.
Consolidate services
Reduce costs and avoid sprawl by moving or consolidating your data from cloud-hosted or on-prem mail, files, and collaboration systems.
Empower collaboration
Enable users to communicate and collaborate securely with robust controls, reporting, and automation for Microsoft 365.
Prevent oversharing
Create automated policies to prevent oversharing of sensitive client data and confidential enterprise documents.
Delegate administration
Avoid IT bottlenecks by administering reporting, configuration, content management, and permission management at the local level - no need to provide access across the entire tenant.
Drive value & decrease transformation risk
Feel confident capitalizing on today’s red-hot M&A market
Mergers & acquisitions flourished in 2021, with the global M&A market hitting record highs and a total value of $5.9 trillion. AvePoint has the migration and SaaS management tools you need to complete your deal lifecycle, and our suite of migration, backup, and security solutions can accelerate your transformation as soon as the deal is closed. We know you have a short time to achieve cost savings and system consolidations, and we can help.
FIND OUT HOW WE CAN SUPPORT YOUR M&A TRANSFORMATION90%
of companies use digital tools as part of the M&A process
$5.9T
total M&A market value in 2021
40%
more likely to see favorable results when integrating teams early
Our Solutions in Action
AvePoint's Financial Services Brochure
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Our Financial Services Solutions
Insights
Easily find and prioritize security exposure across Microsoft 365. Understand where guest users have access, and what sensitive business data may be overshared.
Fly
Discover content across your cloud and on-prem sources. Then, built-in best practices guide you to optimize your project and prevent data loss during your migration.
Cloud Governance
Implement an extensible Office 365 governance strategy that empowers users, is easy to maintain and scales as your organization adopts to the cloud.
MyHub
Simplify your users collaboration experience. Provide them with a one-stop-shop to all their Teams, Groups, Sites, and Communities, directly from Microsoft Teams.
Cloud Management
Automate control of security, configurations, and content, and then replicate changes in real time. Get insight into environments with customized reports.
Cloud Backup
Protect your data against ransomware or permissions fiascos, restoring items with full fidelity and recovery using our warranty-backed solution. With platform level protection and granular restore, meet SLAs with ease.