Use case

Bold Security
for Financial Services

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Enterprise-grade endpoint protection for user-based data risk

Bold Security protects sensitive financial or client data. Built for highly regulated financial institutions, no trade-offs.

Why the Endpoint

In financial services, the highest-risk moments happen on the endpoint:

Endpoint security-Turn your endpoint into your security agent-Bold security team

A banker emails a confidential deal model to the wrong "John S." externally

Endpoint security-Turn your endpoint into your security agent-Bold security team

A PE associate copies portfolio data into an AI tool during diligence

Endpoint security-Turn your endpoint into your security agent-Bold security team

An analyst shares research to the wrong tenant or personal account

Endpoint security-Turn your endpoint into your security agent-Bold security team

Sensitive financial data resides locally in large spreadsheets and models

The endpoint is the only place where user intent, data sensitivity, and action converge. Controlling risk here enables prevention before sensitive data leaves the organization.

What Bold delivers
  • Endpoint-native prevention of accidental exposure, insider misuse, and email misdelivery
  • Custom data classification for client PII, financial models, research, deal materials, proprietary IP, and sensitive data at rest on endpoints
  • Data at rest visibility and control for locally stored spreadsheets, models, and downloaded deal files
  • Local AI architecture with all analysis on-device, minimal metadata, and no customer content stored in Bold-managed cloud
  • Customer-controlled evidence storage in customer-owned cloud protected by customer-managed encryption keys
  • Insider threat and forensic context with detailed behavioral history, data interaction logs, and investigation-ready evidence
  • Lightweight endpoint agent built over 2+ years using minified, pruned language models with low performance impact (brief analysis spikes capped at ~15%)
Where Bold fits

Bold can:

  • Replace legacy DLP solutions that lack endpoint context and create high false positives
  • Replace or consolidate insider threat tooling by combining behavior, data sensitivity, and action in one view
  • Replace fragmented forensic tooling with built-in investigation workflows and customer-controlled evidence storage
  • Serve as a foundational control for AI security by governing how sensitive financial and client data is accessed, copied, and shared into AI and productivity tools at the endpoint

Bold integrates cleanly with existing Microsoft and enterprise security investments while materially reducing residual user-based risk.

Built for locked-down environments

Even in tightly locked-down financial environments, risk still materializes at the point of user action:

  • Sensitive data accessed, downloaded, or shared locally
  • Approved tools used in ways policy cannot fully anticipate
  • New or unknown tools adopted before security teams are aware of them
  • Exception users operating with elevated access or approved deviations from baseline controls
  • Deal teams, executives, and relationship managers with legitimate elevated access and external counterparties
  • Misaddressed emails sent under time pressure
Turn your endpoint into your security agent
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The outcome

Bold enables financial institutions to prevent the most common and consequential forms of data exposure at the moment they occur, strengthen insider threat investigations, and protect sensitive data at rest and in motion - delivering a materially stronger, regulator-ready security posture without compromising performance, privacy, or existing controls.

Turn your endpoint into your AI security agent

See Bold Live