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.
Solutions by industry
- Banking
- Insurance
- Wealth management
- FinTech
Okta provides a seamless and efficient Identity management system that drives compliance requirements and helps make companies more agile and business-friendly.
See how Okta enabled Varo Bank to streamline access requests and certifications
Okta streamlines and simplifies user experiences to help insurance agents stay enthused about embracing new technologies.
See how Okta united Motorists Insurance Group with a single Identity platform
Okta's Identity solutions help wealth management firms deliver higher assurance and provide an easy, personalized experience for demanding high-net-worth clients.
See how Okta helps manage Personal Capital’s large-scale cloud environment
Okta helps solve security, reliability, and usability issues, freeing FinTech companies to lead their markets with technology.
See how Okta helped Nasdaq lead the entire FinTech industry to the cloud
Implement Identity with Okta’s products for financial services
Create streamlined access across your organization for your employees, partners, members, and customers, so you can focus on moving your business forward.
- Bot Detection
- Single Sign-On
- Adaptive Multi-factor Authentication
- User Management
- Advanced Server Access
Bot Detection
No industry appreciates the importance of secure data more than financial services. Okta's Bot Detection reduces the effectiveness of a credential stuffing attack by up to 85%, with minimal impact on user experience for your customers.
Single Sign-On
Eliminate multiple logins with a one-login, one-account, one-portal experience for your employees.
Adaptive Multi-factor Authentication
Protect financial records and other sensitive information with more than a mere password. Build and keep the trust you need to drive the adoption of new technologies for your customers and your employees.
User Management
Easily manage profiles, create frictionless registration experiences, and migrate large-scale legacy deployments into a modern cloud infrastructure for your employees.
Advanced Server Access
With Workforce Identity at the center of your server access strategy, you gain a unified directory to manage and automate your server users, groups, and policies at scale.
Check out our new release products and solutions
Get the power of choice
Connect with best-of-breed technologies that suit the needs of your financial services customers best and maximize the investment you’ve already made in your existing security solutions. Reap the benefits of Okta’s vendor-neutral platform to easily implement the tools you use today, as well as tools you might want to use in the future.
Okta partners with the best organizations in the technology space to accelerate change for our financial services customers.
Plus, take advantage of the Okta Integration Network’s deep, pre-built integrations to securely connect everything. Avoid vendor lock-in and choose from 7,000+ integrations with cloud and on-premises systems that help you get up and running with best-of-breed apps quickly.
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Partners
Okta partners with the best organizations in the technology space to accelerate change for our financial services customers.
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Okta Integration Network
Plus, take advantage of the Okta Integration Network’s deep, pre-built integrations to securely connect everything. Avoid vendor lock-in and choose from 7,000+ integrations with cloud and on-premises systems that help you get up and running with best-of-breed apps quickly.
“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
Read their storyTake every type of financial services interaction to the next level
Helpful resources
Okta has what it takes to support your agency and accelerate your mission.