Financial Services AI Governance: Limit Oversharing | Opsin

Protect Financial Data and Customer Information from AI Oversharing

Secure AI innovation in financial services without compromising regulatory compliance or customer trust

Your Financial Data Is at Risk of AI Oversharing

When AI tools like Microsoft Copilot, Google Gemini, and others connect to your environment, they can surface sensitive financial data through simple prompts when customer information has been overshared across your organization.

99% of financial services leaders
report deploying AI in some manner

46% of financial companies
had a data breach in the last 24 months

$6.08M
is the average cost of a financial services data breach (22% higher than global average)

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Discover Financial Data Exposure Before AI Does

Proactively identify where sensitive financial data is overshared across Microsoft 365, Google Workspace, and Glean. Get dynamic risk scoring and context needed to protect customer information.

Prioritize What Matters Most

Focus on financial data exposures that put regulatory compliance and customer trust at real risk. No boiling the ocean.

Fix Issues at the Source

Empower the organization to remediate data oversharing through step-by-step guidance. Reduce burden on IT and security teams.

Monitor AI Usage in Real-Time

Detect suspicious behavior and enforce AI usage policies too reduce the risk of financial data exposure. Alert on sensitive financial data being used in prompts against policy.

“The last thing that you want for our organization is an intern getting access to certain financial documents, certain trading documents that exist in our environment.”
Investment Management Firm

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Ready to See Opsin in Action?

Get your free AI risk assessment. Discover how much of your patient data could be accessible to AI tools.
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Turn agent sprawl into risk clarity

See every agent, what it can reach, and what to fix.

See Opsin in action →

I need to know whether an agent’s connection to sensitive systems is risky or legitimate. Opsin gives me the deep context to tell the difference.

Lior Eldad

VP of IT, UiPath

Customer story →

Finally, I have a way to assess agent risks based on its capabilities and whether those capabilities align with the intended purposes.

Jim Shelby

Global IT Security Engineer, Culligan

Customer story →

For financial services organizations facing similar AI adoption challenges, I highly recommend partnering with Opsin. They provide the governance framework and ongoing oversight that enables confident, compliant AI deployment at scale.

Alex Bazay

CISO, Align Communications

Customer story →

Thanks to Opsin’s initial risk assessment, and their continuous monitoring of files introduced into our M365 environment, it gave me the confidence to recommend that we move forward.

Roftiel Constantine

Global CISO, Barry-Wehmiller

Customer story →

This was our wake-up call. Opsin helped us clean house and educate our data citizens, so we can confidently go live with Copilot.

Lisa Choi

Director Enterprise Architecture, Cascade

Customer story →

We had lived with some of these risks for years. AI just accelerated our timeline. With Opsin, we acted fast, which gave our business the confidence to adopt AI securely and at scale.

Amir Niaz

VP, Global CISO, Culligan

Customer story →

Working with Opsin helped me mature my own data classification and protection concepts. We were able to focus on the data that really mattered to our business and address the AI oversharing challenge fast.

Mike Schuetter

CISO, Encore Technologies

Customer story →

Thanks to Opsin’s risk assessment, we reduced our oversharing risk significantly and ensured proper rollout of AI while maintaining our data security and privacy policies. Opsin helps you detect and solve oversharing challenges continuously as you scale AI across your organization.

Dan Tabor

CISO, Healthmark

Customer story →

Opsin helps detect and remediate oversharing as you scale AI, preventing security incidents while preserving the productivity gains that make AI worthwhile.

Mihai Faur

CIO, UiPath

Customer story →

Opsin gave us exactly what we needed ─ clear visibility into our risk exposure across the environment. Now we can confidently move forward with our broader Copilot deployment knowing we understand what we’re dealing with.

Mike D’Arezzo

Executive Director of Security, Wellstar

Customer story →

I need to know whether an agent’s connection to sensitive systems is risky or legitimate. Opsin gives me the deep context to tell the difference.

Lior Eldad

VP of IT, UiPath

Customer story →

Finally, I have a way to assess agent risks based on its capabilities and whether those capabilities align with the intended purposes.

Jim Shelby

Global IT Security Engineer, Culligan

Customer story →

For financial services organizations facing similar AI adoption challenges, I highly recommend partnering with Opsin. They provide the governance framework and ongoing oversight that enables confident, compliant AI deployment at scale.

Alex Bazay

CISO, Align Communications

Customer story →

Thanks to Opsin’s initial risk assessment, and their continuous monitoring of files introduced into our M365 environment, it gave me the confidence to recommend that we move forward.

Roftiel Constantine

Global CISO, Barry-Wehmiller

Customer story →

This was our wake-up call. Opsin helped us clean house and educate our data citizens, so we can confidently go live with Copilot.

Lisa Choi

Director Enterprise Architecture, Cascade

Customer story →

We had lived with some of these risks for years. AI just accelerated our timeline. With Opsin, we acted fast, which gave our business the confidence to adopt AI securely and at scale.

Amir Niaz

VP, Global CISO, Culligan

Customer story →

Working with Opsin helped me mature my own data classification and protection concepts. We were able to focus on the data that really mattered to our business and address the AI oversharing challenge fast.

Mike Schuetter

CISO, Encore Technologies

Customer story →

Thanks to Opsin’s risk assessment, we reduced our oversharing risk significantly and ensured proper rollout of AI while maintaining our data security and privacy policies. Opsin helps you detect and solve oversharing challenges continuously as you scale AI across your organization.

Dan Tabor

CISO, Healthmark

Customer story →

Opsin helps detect and remediate oversharing as you scale AI, preventing security incidents while preserving the productivity gains that make AI worthwhile.

Mihai Faur

CIO, UiPath

Customer story →

Opsin gave us exactly what we needed ─ clear visibility into our risk exposure across the environment. Now we can confidently move forward with our broader Copilot deployment knowing we understand what we’re dealing with.

Mike D’Arezzo

Executive Director of Security, Wellstar

Customer story →