Data Management & Protection for Financial Services

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More modern, less complex data and apps management

Digital transformation stalls when mass data fragmentation prevents coordinated IT management. Make sure your financial data and apps are protected and productive with a single, web-scale platform for backup, files, objects, dev/test, and analytics.


Consolidate financial data silos for efficient IT operations. Get faster disaster recovery, scale-out storage, and streamlined security and compliance.


Choose when, where, and how your data is stored and accessed. Simplify data retention and archiving reduce cyber-attack surfaces, and leverage instant recovery for ransomware defense.


Quickly address changing business requirements and application development needs. Cohesity native cloud integration keeps data protected and productive across core, edge, and cloud.

Proven trust in Cohesity

Banks, credit unions, insurers and brokerages choose Cohesity for secondary data and application management.

Secure financial data and apps

Reduce data overall and control stored information with a defense-in-depth security approach.

Encrypt sensitive information

Keep customer PII and sensitive business information secure with data encryption. Cohesity is FIPS 140-2 Level 2 Validated.

Control access

Leverage fine-grain, role-based access control, audit logs, and built-in reporting to protect and secure operations.

Mitigate risk

Gain consistent and comprehensive data protection for your virtual, physical and cloud environments.

They’re not just a backup appliance. They have a file system in there, and we could replicate our old backup jobs into Cohesity. The competitive differentiator was that file system.

Steven McCaa, Director of Infrastructure and End-User Service

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IT management burdens

Lower TCO with modern, software-defined infrastructure for secondary workloads.

Eliminate copies

Gain operational efficiency with true global deduplication for storage of secondary data. Cohesity SpanFS delivers unlimited scalability, guaranteed data resiliency, and global deduplication.

Save time

Take advantage of pre-built integrations for ServiceNow and VMware vRealize Suite via the Cohesity UI. Our API-first architecture and full-featured REST APIs support the most demanding SLAs.

Unify management

Gain unprecedented global access, visibility, and control of secondary data and apps across on-premises, cloud, and edge environments with SaaS-based management from a single dashboard.

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Lower branch investment

Optimize TCO and ROI by choosing a certified appliance or software-only version for cloud, edge, or branch locations.

Find and recover data Fast

Use rapid, granular search to recover individual VMs, restore files to source VMs, and recover individual application objects.

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Fast ransomware recovery

Counter attacks and confidently refuse to pay cyber criminals. Cohesity gets you back to business fast.


Gain unique, multi-layered protection against a ransomware attack.


Simplify intruder detection and empower your IT staff with machine-driven intelligence to detect and report any anomalies.


Search and recover your ransomed enterprise data and applications back—at scale.

Streamline compliance

Keep an eye on operational efficiency as you address ever-changing government and industry requirements.

Adhere to requirements

We’ll help you address stringent requirements from PCI and Gramm-Leach-Bliley to GDPR Requirement sections to protect, minimize, locate, search and monitor PII.

Simplify audits

Couple policy-based automation with API integration to achieve long-term retention requirements and speed audits.

Ease mergers & acquisitions

Consolidate secondary data and apps from many organizations and silos post-merger or acquisition into one platform with unified global management of financial and business information.

More value from your data

Empower your financial organization to better compete.

Instant data access

Eliminate the manual, time-consuming process of delivering production data copies for dev/test environments. Cohesity ensures data is always available, on-demand to drive dev/test workloads.

Know your data

Harness the power of your data with greater visibility through Cohesity Analytics Workbench. Use advanced data analytics to make more informed decisions and meet complex compliance requirements.

Gain insights

Improve customer experiences using insights from your secondary data and apps, especially as your firm migrates to multi-cloud architectures.

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Key financial services use cases

Ensure comprehensive secondary data and app protection and management.


Enable infrastructure as code and automate data management.

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Backup and Recovery

Eliminate data silos and do more with your data on a single web-scale platform.

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Get peace of mind with fast and cost-effective data protection for your RDBMS.

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Disaster Recovery and Replication

Recover quickly, anywhere, and choose cloud-based or off-site replication.

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Easily Integrate the Cloud

Enjoy simple cloud connectivity for backup, archive, disaster recovery, and Dev/Test.

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Long-Term Retention and Archival

Simplify LTR with a single, policy-based solution to automatically move backed up data to archive.

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Physical Workloads

Eliminate multiple tools to gain simplified backup with instant recovery for all workloads.

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Virtual Workloads

Get more from your virtualization investment with simple, flexible, and fast data.

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Scale-Out Storage

Enjoy pay-as-you-go efficiency while managing unstructured data growth better.

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Security and Compliance

Streamline compliance and reduce IT regulatory burdens with fast search and monitoring.

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Development and Test

Transform idle backups into live Dev/Test data. Do away with the silos, complexity, and overhead.

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Need better data protection for your financial services organization?

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