
Solutions By Industry
BYOD Security and Compliance for Financial Services
Protect client data and meet strict regulatory requirements like SOC 2, FINRA, and PCI. Venn secures business apps and data on personal and unmanaged devices used by advisors, analysts, and contractors – ensuring secure access, strong DLP controls, and audit-ready compliance
Customer Spotlight
How a Global Financial Services Organization Achieved Compliance and Security for Independent Advisors with Venn

Overview
In the heavily regulated financial services industry, a global Fortune 100 organization that employs independent consultants and investment advisors, needed to ensure the security of sensitive client data. Since their independent advisors often used their personal computers, the company needed a solution that ensured their devices were secure and compliant without taking control of the entire device. The company chose Venn because the solution helped isolate and protect company data from personal use on the same computer, but also featured a clear visual indicator (Blue Border™) to advisors when they were accessing work-related data and applications. This helped ensure their personal privacy remained intact.
The Result
Venn gave the company a simple, streamlined approach to meet security and compliance – without relying on securing the entire device or virtual desktop infrastructure (VDI). The clear visual cues provided by Blue Border™ gave both the company and the independent advisors peace-of-mind, knowing that work data was securely accessed without compromising personal privacy. This allowed the company to maintain security and compliance while respecting the independence of their advisors.
No Need for VDI
Venn enabled the company to achieve security and compliance without the intrusiveness of taking over the whole device or the cost and complexity of virtual desktop infrastructure (VDI).
Clear Visual Indicators
Blue Border™ provided advisors with a simple, visible cue when accessing work-related data, ensuring they could easily distinguish between personal and work activity.
Maintained Compliance
Advisors could securely access client data while maintaining personal privacy, ensuring that sensitive information was handled with full regulatory compliance.
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With remote contractors that come and go quickly to support seasonality, VDI provisioning was going to be a nightmare.
Alex NooneIT Manager

Financial services firms – including advisory, insurance, wealth management, and RIAs must deliver secure client services while enabling high degrees of productivity for remote employees and contractors.
In a tightly regulated industry, IT teams are under increasing pressure to deliver security and compliance to apps and data across BYOD devices. Legacy VDI solutions are proving to be costly, complex and have poor performance.
Venn’s Blue Border™ helps financial services organizations secure remote work on user-owned or unmanaged PCs and Macs. A latency-free native experience with no backend infrastructure or remotely delivered desktops. Now you can quickly ramp up your remote workers’ productivity while saving IT time and money.
Ensure Compliance
Keep your business apps and data secure. Meet SEC, FINRA, PCI and SOC 2 data security compliance requirements to facilitate audits.
Robust DLP Controls
Keep information secure with configurable DLP policies that govern functions such as copy/paste, screen sharing, printing, downloads and more.
Stop Shipping Laptops
Make shipping and managing laptops for financial employees and contractors a thing of the past. Secure any BYOD PC or Mac without the IT headaches.
Save Costs
Eliminate the cost and complexity of VDI/DaaS. Plus, the expense of purchasing, managing and shipping company-owned computers.
Step Inside
Blue BorderTM
Venn protects company data and applications on the BYOD computers used by contractors and remote employees – without VDI.

What’s Inside the Brochure:
How Venn’s Blue Border™ isolates and protects work data on unmanaged and BYOD laptops without VDI or locking down an entire device.
Key features like app isolation, security policies, and device compliance, and how they simplify BYOD security for IT and security teams.
Real-world examples of how Venn secures company data on unmanaged laptops and drives IT efficiency at a lower cost.
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Before Venn, we were not allowing BYOD and we were deploying computers for every person. Our struggle was because of all of our security tooling. To meet our benchmarks, we had to buy 1,000 dollar laptops to meet all the requirements and make it so that they could work. If we can get rid of just a portion of our laptops a year, it basically pays for all Venn users.

Optimal Performance Makes Satisfied Employees and Clients
Unlike VDI, which has latency and performance issues, work applications are launched directly from the computer and run locally. By avoiding remotely delivered desktops, users enjoy optimal performance and a familiar device experience.

Productive, Protected and Private
Workers want the flexibility to work how and where they want. Venn provides a fast, familiar and flexible user experience on employee-chosen devices, helping them quickly ramp productivity. Users can effortlessly switch between work and personal tasks, with no compromise on security or privacy. With Venn, both company data and personal privacy are ensured.
