Skip to contentAgentic IAM Day 2026 | Oct 28 | Virtual (opens in a new tab)
PlainID

PBAC for Financial Services

PlainID is the market leader in authorization and policy management for the world’s largest financial services organizations, helping address their access control requirements for employees, customers & 3rd parties.

Modernization, Security & Data Compliance for Financial Services

Balancing data compliance, identity aware security, zero trust initiatives and fraud requires dynamic and contextual solutions, particularly for access control, while not sacrificing user experience.

PlainID’s market leading Platform can help drive business & revenue initiatives while balancing critical use cases managing access control across your organization. Whether you are protecting 3rd party / partner, broker access to sensitive data, rolling out a zero trust architecture, or modernizing applications, PlainID has the technology and experience to support a wide range of use cases for security, data compliance, modernization and user experience.

PlainID for Financial Services

Discover, Manage, Authorize

Data Compliance & Privacy for Financial Services

Compliance & Privacy challenges faced by financial services firms are second to none. Regulatory requirements for data compliance such as MNPI, GDPR, SOX & GLBA are rigorous and dynamic. Dynamic & Contextual access control with transparent auditable policy management can support and help ensure compliance.

Learn more here:

Customer Case Study

Read our Blog: Data Compliance and MNPI: How to Protect Sensitive Information with PBAC

Retail Banking / Delegated Access

Balancing world class user experience with security is critical in driving new revenue streams, competitive advantage and customer satisfaction. The competition to obtain, retain, and delight new & existing retail banking clients has never been more challenging.

Learn how fine grained access control policies can be created swiftly, simply and effectively while meeting the needs of the business to align with strategic market and revenue objectives.

Read our Blog: What Is Open Banking Delegated Access?

3rd Party Supplier Access

Third-party access in financial services introduces several key risks, primarily stemming from the reliance on external entities for operations and data management. These risks include increased cybersecurity threats, potential compliance violations, operational disruptions, and reputational damage.

Learn more here:

Customer Case Story

Customer Regulatory Blog

Explore the Platform

One Platform to Provide you Visibility, Central Policy Management, and Dynamic Authorization.