See exactly what’s in your content estate, and what it takes to govern it.
No single system holds all of a financial institution's content. That's a risk.
Client records, transaction documentation, underwriting files, and compliance filings live across core systems, file shares, and legacy platforms that were never built to talk to each other. Redundant and outdated content drives inaccurate AI outputs, and ungoverned access to sensitive financial data becomes a liability the moment AI touches it.
That risk only grows with every new product, system, or acquisition. It’s why pilots that looked promising in testing produce unreliable results at scale, and stall before reaching production. DryvIQ makes financial content governed, trusted, and audit-ready, so your investment can scale with confidence instead of regulatory exposure.
How DryvIQ works for financial services organizations
Stage 1 | Access
DryvIQ connects to 40+ content systems, closing the gap between where financial information lives and where AI can reach it. That means AI works from your full content estate, not a partial view of it.
Stage 2 | Classify
DryvIQ classifies 5,000+ document types and 160+ sensitive entity types out of the box, including PII, PCI, and other regulated financial data. Compliance teams see exactly what exists and where, instead of relying on assumptions, and can demonstrate it under FINRA, SOX, SEC, and NAIC scrutiny.
Stage 3 | Take Action
DryvIQ automates permission correction, retention enforcement, and the removal of redundant and obsolete content at petabyte scale, with a full audit trail. Governance becomes a living system, not a one-time project.
An accurate, defensible picture of where financial content lives
Compliance programs are only as good as the visibility behind them. DryvIQ gives compliance and risk teams an accurate, continuously updated picture of where sensitive financial content lives and who has access to it.
- 160+ sensitive entity types identified out of the box, including financial and personally identifiable information
- Every classification decision logged in an immutable audit trail available for regulatory review
- Access corrected automatically when content is over-permissioned or shared beyond its intended audience
A governed content foundation, built to support whatever comes next
Cleaner, classified content doesn’t just satisfy an audit. It becomes something every team, and every AI initiative, can rely on.
- AI answers from a governed, secure content set instead of whatever happens to be reachable
- Security teams can retire or lock down inactive content before it becomes an attack surface, rather than leaving it exposed for years
- Governance stays current as products, systems, and acquisitions get added, so every new initiative starts from an accurate foundation, not a fresh cleanup
Consolidating content after a merger or acquisition, retiring a legacy core system, or standardizing platforms across newly combined business lines? DryvIQ moves and governs that content without disrupting operations or compromising security and compliance.
Intelligent File Migration
Move content across on-premises and cloud-based storage systems with full fidelity, at petabyte scale, without interrupting the people who depend on it every day.
Storage Optimization & Archive
Surface redundant, obsolete, and trivial content across decommissioned systems and retire it defensibly, while enforcing retention automatically and keeping every file instantly recoverable.
How H.W. Kaufman Achieved 7-Figure Savings and Revenue Impact
By partnering with DryvIQ to modernize its content platform, Kaufman put generative AI to work across the business, streamlined operations, and improved collaboration, delivering both cost savings and revenue impact.
We’re providing cost savings to the organization and delivering the expedient service that clients expect. DryvIQ is enabling that for us.
Rich Fusinski, SVP and CIO at Kaufman