Financial Institutions
Financial Institutions have seen a wave of recent consolidation, as organizations make acquisitions to generate scale, cut costs, and increase their networks. Datasite has been leveraged in some of the most strategic FIG transactions to help dealmakers act quickly while keenly managing risk & regulations.
Transact with Confidence
25+ Years
Supporting the Financial Community
GDPR & CCPA
Compliant
ISO/IEC 27001
Certified
24/7/365
Service
Ultimate Protection
The safety of intellectual property and customer financial data is paramount for any transaction. Datasite leverages the strictest global security standards including SSAE 16 SOC 2 Type II attestation and complies with GDPR & CCPA.
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Navigating Uncertainty
The rapidly evolving regulatory environment can impact capital requirements and valuations. Screen for potential policy implications with OCR search, smart tools and other sophisticated capabilities.
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Advancing Fintech with Tech
Banks, Insurance Providers, and Asset Managers alike are driving innovation throughout financial services. We’re keeping pace, having evolved our web and mobile application through over 2,000 customer interviews.
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Take More Control
Managing a competitive auction for a large financial asset? We have the tools to help you. Check out Datasite Outreach to accelerate buyer engagement and drive more confidence in your deal marketing process.
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Who We Serve...
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Products
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Datasite Diligence
Accelerate due diligence. Datasite Diligence gives you the analytics, real-time redaction, security, and customer support you need to make your deal a success.
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Datasite Outreach
Take control of your asset marketing and make a real connection with potential buyers. Give your team one place to see real-time project status. Enjoy a streamlined buyer outreach process.