Okta for Financial Services

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

Trusted by

CNA Logo Grayscale
Experian Logo Grayscale
FICO Logo Grayscale
Western Union Logo Grayscale
Northwestern Mutual Logo Grayscale
ICAP Logo Grayscale

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.

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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.

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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.

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Key Okta features for financial services

Adaptive Multi-factor Authentication

Multi-factor authentication push notification

Implement a variety of different factors

Comprehensive set of user-friendly factors that simplify secure access for employees, partners, and customers including Okta Verify with Push, One-time push (OTP), SMS, Voice, and more.

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Keep third party factors

Get support for third party factors like Google Authenticator, Duo, Symantec VIP, RSA token, and Yubico.

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Deep productized integrations

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

Okta customer: Experian

Experian employees, consumers, partners: Diverse experiences. One identity standard.

Okta is the go-forward strategy for all authentication, and will be the single standard that we use. It will have a huge impact on everything we build going forward.

- Barry Libenson, CIO, Experian

Get Started

Get in touch with our sales team if you want to learn more.