Financial Services

Replace Legacy NAS. Reduce Risk. Stay Compliant.

Modernize financial services data services across branches and teams without disrupting daily work.
Financial services organizations generate and rely on unstructured data across retail banking, investment firms, and distributed operations. Traditional NAS and site-by-site storage models struggle to keep up with rising security threats, audit expectations, and the operational complexity created by growth and acquisitions.

Financial Services Data Is Outgrowing Legacy Infrastructure

60%

of financial services CTOs say their legacy tech stack is too costly and inadequate for modern applications.

65%

of financial services organizations were hit by ransomware in 2024.

The average cost of a data breach for a financial organization is more than $6M, 22% higher than the global average.

THE BIGGEST DATA CHALLENGES IN FINANCIAL SERVICES

CTERA enables organizations to balance fast local access with centralized security, governance, and scalability, featuring:

Data silos
Distributed storage across branches, teams, and acquired entities creates inconsistent access, duplicated data, and limited oversight.
Poor multi-site access
Remote and cross-region work can become dependent on slow or brittle access models, which creates productivity drag and encourages risky workarounds.
Resilience gaps in ransomware scenarios
When protection and recovery are layered onto legacy systems, organizations struggle to minimize blast radius and restore operations quickly after an incident.
Operational complexity
Managing storage environments site-by-site increases manual effort, slows change, and makes it harder to maintain consistent policy enforcement across the organization.
Limited scalability
Growth, acquisitions, and new digital services increase capacity and governance demands. Legacy refresh cycles and overbuilding become expensive and slow.
Readiness for analytics and AI initiatives
When unstructured data is scattered and inconsistently governed, it is harder to discover, secure, and operationalize responsibly.

A BETTER MODEL FOR MODERN FINANCIAL SERVICES DATA

CTERA enables organizations to balance fast local access with centralized security, governance, and scalability, featuring:

HOW CTERA MODERNIZES FINANCIAL SERVICES DATA INFRASTRUCTURE

Built for financial services environments that require centralized governance with distributed performance, security-first resilience, and audit-ready compliance.

The CTERA Intelligent Data Platform is purpose-built to help healthcare organizations achieve the speed, scalability, and security today’s environments demand. Simplify operations and modernize file storage without disrupting the user experience.

THE CARLYLE GROUP

Enables instant business continuity for regional offices worldwide.

“The CTERA deployment is a huge win for us,” Pisano says. “We’re able to solve the problem of real-time data availability, strengthen our business continuity agenda, and save a lot of money in the process.”
Jeff Pisano, Vice President of IT, The Carlyle Group

Resources

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Solution Sheets: CTERA for Retail Banking Solution Brief

Across the financial services industry, organizations are modernizing how they manage unstructured data to support digital services, regulatory oversight, and data-driven innovation. In retail banking environments, these pressures are amplified by large branch networks and…

Solution Sheets: CTERA for Investment Banking Solution Brief

Your investment banking operation runs on tight collaboration between analysts, advisors, and deal teams working across offices and time zones. These teams require fast access to financial models, transaction documentation, and research data to support…

Build a stronger foundation

Let’s discuss how to modernize the way your organization manages, protects, and activates data.