Virtual data rooms for banking & financial institutions
When managing audits, transactions, or regulatory reviews, banking teams need absolute control over sensitive data.
Digify’s secure data rooms help you share documents confidently, track every view, and maintain compliance.
No credit card needed
Trusted by over 700,000 professionals across 138 countries
Why banks and financial institutions choose Digify’s virtual data rooms
From regulatory reporting to complex deal transactions, Digify empowers financial institutions to work securely, maintain compliance, and protect every document.
Control access at every level
Grant, restrict, or revoke access instantly for auditors, partners, and internal teams with easy, granular permissions you can apply individually or at scale.
Gain visibility and user insights
Track who opened which files, when, and for how long — ensuring audit-readiness across every process.
Ensure security and compliance
Protect financial data, confidential contracts, and agreements with AES-256 encryption and enterprise-grade document security features. Certified for ISO 27001.
Built to make secure banking workflows effortless
Digify simplifies every step of document handling workflows, without sacrificing compliance or control.
Preparing for review? Automate and optimize
Upload and organize confidential documents – including credit reports, financial statements, audit packages, or M&A disclosures – in one secure, encrypted platform. Get effortless set up with automatic indexing and bulk upload features.
Share securely with stakeholders
Assign permissions by department, region, or regulatory body. Decide who can view, download, or forward documents, and set expiry dates or password protection for added control.
Track stakeholder engagement with your documents
Manage updates securely, at scale
Stay in control of your documents, wherever they are. Replace or revoke documents instantly while keeping permissions intact.
Ensure that every user, internal or external, is always working on the latest, verified version.
“Digify is a simple yet secure tool that provided the necessary integration with the infrastructure we already use. This made picking and using Digify for our internal teams an obvious decision.”
Jonathan Agha
Former Head of Information Security
WeWork
“The interface, access controls are all very intuitive. I am able to see granular level data on document access and review. It helps provides information for insights into how a diligence process is operating. The integration with Gmail is also very useful to regularly send secure emails without leaving the gmail interface.”
Arjun Sharma
Vice President
Peak XV Partners
“We’ve been using Digify for the last year to help securely send private documents to external partners. Their product saved us a lot of time from having to build our own tool to securely share these documents. Their product is feature rich, they respond to customer feedback, and their support team is on top of things always open to creative solutions to unique problems.”
James Costa
Senior Product Manager
Wrapbook
“Digify demonstrated it was the most innovative by highlighting a simple and inexpensive way to address a recurring challenge of controlling and protecting ideas and information.”
Hugh Thompson
CTO, Symantec Head Judge
RSA Innovation Sandbox
“We use Digify to securely send sensitive documents as part of due diligence processes and security reviews. We like to keep our confidential documents close to the chest. With Digify, we are always in control of who has access and who doesn’t.”
Jonathan Dunlop
General Counsel
Vidyard
“We love that we can provide our prospective and active portfolio company with secure data rooms and also that we easily can use Digify to send confidential presentations with preset timeouts. Digify creates a simple way to give and to revoke access to individual documents as needed.”
Will Klippgen
Managing Partner & Co-founder
Cocoon Capital
“We always use Digify to maintain a data room for investors so that sensitive information is still protected, even when it is sent externally. I’m very likely to recommend Digify for its ease of use and of course, the security.”
Jonathan E. Savoir
CEO & Co-founder
Quincus
Frequently asked questions
A banking data room is a secure online workspace used to organize, share, and track sensitive financial documents during audits, M&A, or regulatory reviews.
Digify protects your data with AES-256 encryption, two-factor authentication, and ISO 27001 certification.
Yes. Set permissions by user or group, restrict downloads or forwarding, and revoke access instantly when needed.
No. Digify runs entirely in the browser for easy, secure access. No installation or training required.
Yes. Use page-level analytics for insights into who viewed each document, for how long, and how often they returned.
Yes. Replace or update documents instantly without disrupting permissions, ensuring everyone works on the latest version.
You can create one in minutes: upload documents, set permissions, and invite reviewers directly from your dashboard.
We offer simple, transparent pricing designed for fundraising. No per-page surprises, so you can scale confidently as your raise grows.
Secure your banking document workflows today
No credit card needed