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Okta for Financial Services

Banks, insurers, advisors, and exchanges trust Okta for identity

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Trusted by

Okta helps financial services firms of all sizes secure their environments and innovate faster.

Accelerate Digital Transformation

Setup identity once and for all to speed up your innovation agenda. Okta is designed to connect any employee, vendor, partner, or customer to anything with security that doesn’t sacrifice ease of use, and easily interoperates with the tools you already have in place.

How identity accelerates digital transformation ›

Secure & Efficient Access for Brokers and Agents

Online access to CRM, order booking, and enablement tools for external brokers is mission-critical yet difficult to do efficiently with legacy IAM solutions. Okta makes B2B collaboration easier and more secure than ever before possible so you can drive more revenue.

Learn about B2B collaboration with Okta ›

Secure & Seamless Customer Experience

Customers want to engage on their own terms. Whether you want to acquire new customers online, or unify a constellation of customer portals, Okta makes web and mobile access secure, compliant, and frictionless.

Start building a trusted and delightful customer experience ›

Key Okta features for financial services

Best in class security

 

Learn more about Okta’s security practices ›

Adaptive Multi-factor Authentication

Comprehensive set of user-friendly factors that simplify secure access for employees, partners, and customers.

  • Okta Verify with Push or OTP
  • SMS
  • Voice

 

Support for third party factors

YubiKey, Google Authenticator, RSA, Symantec, and Duo

 

Learn more ›

  • Integrations for a broad set of cloud applications and on-prem systems including support for RADIUS.
  • Adaptive risk-based authentication and contextual access management. Learn more ›

Deep productized integrations

Connect to all the tools you use today, and those you’ll use tomorrow. Find your apps in our catalog ›

Customer Journey

Experian chooses Okta as the standard for employees, consumers, and partners.

Read the case study

Six

disparate identity management technologies replaced by Okta