Industries/Finance and insurance
Share with lenders, auditors and partners. Keep control after.
Credit files, claims data and the software you run inside a bank. Each one reaches the people who need it, for as long as they need it.
Works withDocumentsDataSource
In short
A credit file or a claims export sent as an ordinary file stays readable at every lender, auditor and partner who received it. NakodaX protects it before it leaves. Each recipient sees only their part, for as long as the review or the agreement runs, and access ends on the date you set or in one click.
Who it's for
Wealth managers and advisors, CFOs and finance teams, lenders, insurers, auditors, and software companies that sell to banks and wealth firms
What you share
- Credit files for lendersDocument Protection
- Audit packsDocument Protection
- Portfolio reports for wealth clientsDocument Protection
- Claims and portfolio data for reinsurers and bureausData Protection
- Software that runs inside a bankSource Protection
Has this happened to you?
Real moments where control slips, and the product that keeps it.
Credit files held by lenders you didn’t choose
You approached five lenders for working capital. One made the loan. Five kept the complete financial file.
Fixed with Document Protection
Partners who receive the whole export
They needed one region’s numbers. You sent the whole sheet, because making a cut every week is work nobody has time for.
Fixed with Data Protection
Data deletion clauses you can’t verify
The data sharing agreement ended on 31 December. The data is in their cloud, three laptops, and a backup nobody has touched in a year.
Fixed with Data Protection
Customer records held by an outsourcing vendor
Your outsourced team processed customer records for six years. Where are those files now? Truthfully: you don’t know.
Fixed with Data Protection
Software that keeps running after the contract ends
Your software runs on your customers’ servers. The contract ends. The servers don’t.
Fixed with Source Protection
What NakodaX does for finance and insurance.
Use one product, or all of them. Each covers a different thing you share.
Credit files, audit packs and client reports
Lenders and auditors review what they need, and each client opens only their own report.
Explore Document ProtectionClaims and portfolio data
Lenders, reinsurers and bureaus see only their part.
Explore Data ProtectionSoftware you run inside a bank
Deploy inside their walls, with a record of every start.
Explore Source ProtectionGo deeper
Articles and a video on the same problem, and how NakodaX handles it.
Blog
Can you revoke a document after sending it?
A normal PDF cannot be taken back once it is sent. A protected one can. Here is what revoking access actually does, and what it does not undo.
Read moreBlog
The proposal you sent last quarter is still being opened
Detailed proposals help win work. They should not become permanent copies of your pricing and approach after a deal ends.
Read moreVideo
What happens to a file after it is downloaded?
Encryption protects a file while it is stored and while it moves. See what NakodaX does once an authorized person has already downloaded a copy.
Watch (6:50)
Finance and insurance questions
What happens to our file at the lenders we did not choose?
Can a reinsurer see only part of our data?
Can our software run inside a bank's own servers?
Can an advisor send each client a report only they can open?
What about data a partner already opened?
Tell us what you share, and with whom.
We will show you which product fits, on your own files, data or code.