Solution
Financial Services
Identity and access management for financial services
Banks, credit unions, insurers, advisors, and exchanges trust Okta for Financial Grade Identity™.
A partnership with Okta pays off daily
Don’t let bad actors slow your cash flow. Okta’s leading Identity platform for financial services elevates security, increases privacy, and improves user experience. A solid investment all around.
Proven success
Discover how Okta helps the financial services industry.
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.
Okta provides a seamless and efficient Identity management system that drives compliance requirements and helps make companies more agile and business-friendly.
Okta streamlines and simplifies user experiences to help insurance agents stay enthused about embracing new technologies.
Okta's Identity solutions help wealth management firms deliver higher assurance and provide an easy, personalized experience for demanding high-net-worth clients.
Okta helps solve security, reliability, and usability issues, freeing FinTech companies to lead their markets with technology.
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.
Check out our new release products and solutions
Highly Regulated Identity
(Limited Early Access)
Raise the bar for security, privacy, and user experience. Secure your most sensitive customer transactions and scenarios while maintaining compliance and intuitive user experiences.
Secure Partner Access
(Limited Early Access)
Power the modern digital business with secure access to internal resources for all your supply chain and distribution partners.
Passkeys
Improve convenience and security for your clients using the latest phishing-resistant, passwordless technology based on FIDO standards.
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.
“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, Nasdaq
Take 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.
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Start a free trial or talk with us — the next step is all yours.