Identity and access management for financial services
Banks, credit unions, insurers, advisors, and exchanges trust Okta for Financial Grade Identity™.
Identity that powers innovation
Today’s technology companies have their sights set on tomorrow — and they trust Okta to help get them there.
The world’s largest financial services organizations trust Okta.
Okta delivers modern Identity solutions
Okta has what it takes to secure your employees, partners, members, and customers.
With Okta’s Identity and access management, you can break down business silos with a single, seamless login process. Also, delight customers with personalized insights and product recommendations from progressive profiling. Your employees, agents, brokers, customer service reps, and business partners can be empowered to do more with easy, secure access from any device and any place.
Many financial services organizations are working on moving some or all of their systems to the cloud. You need an access management solution that can manage both on-premises and cloud access cohesively to keep your systems secure no matter where you are on your cloud journey.
Plus, when you have a unified system for Identity and access management, you can eliminate manual processes like lifecycle management and provisioning and deprovisioning of identities.
Okta enables your financial services organization to mature a Zero Trust strategy by offering a comprehensive set of products and solutions to meet your goals. With Zero Trust, you can minimize overly permissioned users, integrate with risk and fraud vendors, address open banking concepts with secure API management, and establish strong customer authentication for payment transactions, all without causing more friction or risk to the customer.
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Build streamlined, personalized, beautiful experiences
With Okta’s Identity and access management, you can break down business silos with a single, seamless login process. Also, delight customers with personalized insights and product recommendations from progressive profiling. Your employees, agents, brokers, customer service reps, and business partners can be empowered to do more with easy, secure access from any device and any place.
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Secure all your apps
Many financial services organizations are working on moving some or all of their systems to the cloud. You need an access management solution that can manage both on-premises and cloud access cohesively to keep your systems secure no matter where you are on your cloud journey.
Plus, when you have a unified system for Identity and access management, you can eliminate manual processes like lifecycle management and provisioning and deprovisioning of identities.
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Implement Zero Trust
Okta enables your financial services organization to mature a Zero Trust strategy by offering a comprehensive set of products and solutions to meet your goals. With Zero Trust, you can minimize overly permissioned users, integrate with risk and fraud vendors, address open banking concepts with secure API management, and establish strong customer authentication for payment transactions, all without causing more friction or risk to the customer.
Key Sub-Verticals
Okta provides IAM solutions for all financial services organizations.
Banking
Deliver efficient workforce and customer identity that helps support your complex compliance requirements.
Insurance
Streamline and simplify employee and user experiences to help insurance agents and customers stay engaged.
Wealth Management
Deliver higher assurance and provide an easy, personalized experience for your end users.
FinTech
Tackle security, reliability, and usability challenges to enable more secure growth.
“Nasdaq has long partnered with Okta for our Workforce identity needs. We’ve recently adopted their customer identity solutions for our own SaaS products, which frees our team to focus on core product capabilities.”
Brad Peterson
CTO/CIO
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