Financial services IT solutions

With the Citrix platform, financial services institutions can provide employees and customers with instant secure access to apps and data. Banks, brokerages, investment firms, and insurance companies can deliver workloads seamlessly on any device, over any network, no matter where their environments are hosted.

Protect financial data from threats

Citrix solutions help reduce the kinds of security vulnerabilities attackers love to exploit. Citrix security solutions provide zero trust network access to all financial apps on any device, regardless of how they are deployed. Citrix offers centralized security controls such as granular policy-setting for more refined management of application policies and network security solutions so you can protect web applications from threats.

Deliver specialized financial services desktops

Traders, developers, quantitative analysts, and data scientists all expect their tools to work for them. Citrix delivers virtual apps and desktops that are built specifically for every user’s needs. With capabilities built to seamlessly integrate with Bloomberg terminals, trading software, and development tools, Citrix solutions are flexible enough to optimize all employee desktops.

Enable branches and remote offices

Through M&A, expansions, and seasonal spikes, your Citrix environment can grow easily alongside your organization. Anyone from customer service representatives to executive leadership can use any available device to access role-relevant apps, desktops, and data with ease. With the Citrix platform, you can centrally manage all parts of your business including web, mobile operations, call centers, and remote and branch offices.

Improve cost control

Citrix makes it possible to reduce the cost of operations, management, and maintenance while increasing flexibility for resource utilization. The Citrix platform includes capabilities that enable organizations to see their cost savings in real-time. For example, Citrix app and desktop virtualization solutions include Autoscale, a feature to effectively power manage your machines. These capabilities allow IT teams to do more with less effort when managing Citrix, Azure, and other resources from one streamlined console.

Boost customer service

Improving the customer experience starts with providing customer service agents with the data they need to help customers. The Citrix platform quickly and securely delivers that data to contractors, internal customer service employees, and seasonal employees to increase productivity and customer satisfaction. With the Citrix platform, brokers, tellers, advisors, insurance agents, and call center operators can work anywhere using any device on almost any operating platform. With NetScaler, included in the Citrix platform, you can deliver a superior, high-definition experience to users even over challenging, high-latency networks.

Ensure regulatory compliance

The Citrix platform keeps business-sensitive apps and data centralized in the data center or cloud of your choice rather than on endpoint devices. This allows authorized employees to securely access the information needed to comply with industry and government regulations. Whether data is in motion or at rest, it is encrypted. You can containerize and wipe data on mobile devices; restrict data sharing and copying; and segregate protected data in closely monitored restricted spaces. Citrix dramatically reduces your institution’s audit footprint and simplifies eDiscovery processes.

Citrix allows me to work wherever and whenever I need to work, with reliability as well as security. We have a competitive advantage because we are able to work anytime we need to and we provide better client service because of that.

EK Riley
Financial Advisor


Additional resources

Modernizing financial services with Citrix
Citrix app and desktop virtualization for banking, financial services, and insurance organizations
Citrix analytics for banking, financial services, and insurance organizations
Citrix security solutions for Banking and Financial Services


Modernizing financial services with Citrix

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Citrix App and Desktop Virtualization for Banking, Financial Services, and Insurance Organizations

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Citrix Analytics for Banking, Financial Services, and Insurance Organizations

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Citrix Security Solutions for Banking and Financial Services

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