---
title: Secure Document Exchange < klearis
---
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- Products
- [Web Upload Security](https://klearis.com/web-upload-security)
- [File Transfer & Storage](https://klearis.com/file-transfer-storage)
- [Email Security](https://klearis.com/email-security)
- [Safe File Downloads](https://klearis.com/safe-file-downloads)
- [Secure Collaboration](https://klearis.com/secure-collaboration)
- Use Cases
- [Cross-Domain File Transfer](https://klearis.com/cross-domain-file-transfer)
- [Secure Document Exchange](https://klearis.com/secure-document-exchange)
- [OT/IT Boundary Protection](https://klearis.com/ot-it-boundary-protection)
- [Secure Client Communications](https://klearis.com/secure-client-communications)
- Resources
- [Blog](https://klearis.com/blog)
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- [Learn About CDR](https://klearis.com/learn-about-cdr)
- Products
- [Web Upload Security](https://klearis.com/web-upload-security)
- [File Transfer & Storage](https://klearis.com/file-transfer-storage)
- [Email Security](https://klearis.com/email-security)
- [Safe File Downloads](https://klearis.com/safe-file-downloads)
- [Secure Collaboration](https://klearis.com/secure-collaboration)
- Use Cases
- [Cross-Domain File Transfer](https://klearis.com/cross-domain-file-transfer)
- [Secure Document Exchange](https://klearis.com/secure-document-exchange)
- [OT/IT Boundary Protection](https://klearis.com/ot-it-boundary-protection)
- [Secure Client Communications](https://klearis.com/secure-client-communications)
- Resources
- [Blog](https://klearis.com/blog)
- Company
- [About](https://klearis.com/about)
- [Career](https://klearis.com/career)
- Partners
- [Partner with Us](https://klearis.com/partner-with-us)
- [Partner Portal](https://partnerportal.klearis.com)
[Linkedin](https://www.linkedin.com/company/klearis) [X](https://x.com/kleariscdr)
## Financial Services
### Secure Document Exchange
#### Banks and financial institutions handle thousands of sensitive documents daily—loan applications, financial statements, wire transfer instructions, legal contracts. Each document from an external source represents a potential attack vector. klearis sanitizes every incoming file before it touches internal systems, maintaining both security posture and regulatory compliance.
Average breach cost
$
5.9
M
Breaches
via file vectors
47
%
Average
detection time
23
days
#### Banks, insurance, investment management
Financial institutions process enormous volumes of documents from external parties: loan applications, insurance claims, investment research, regulatory filings, and inter-bank communications. Each document represents a potential attack vector, and the consequences of a successful breach—financial loss, regulatory penalties, reputational damage—are severe.
Banks deploy klearis to sanitize all incoming email attachments and files uploaded through customer portals. Insurance companies process claims documents through CDR before they enter claims management systems. Investment firms sanitize research reports and market data feeds. The common thread is protecting critical systems from file-borne threats while maintaining the document workflows that business operations require.
Regulatory compliance adds additional motivation. Financial regulators increasingly expect institutions to demonstrate proactive security controls, not just reactive detection capabilities. CDR provides auditable evidence that every file entering the organization has been sanitized according to policy.
## Ready to secure your files?
##### Process real files, see what gets removed, and verify that document fidelity is preserved.
##### Fill out the form and we’ll be in touch shortly.
### Contact Form
Products
Products
- [Learn About CDR](https://klearis.com/learn-about-cdr)
- [Web Upload Security](https://klearis.com/web-upload-security)
- [File Transfer & Storage](https://klearis.com/file-transfer-storage)
- [Email Security](https://klearis.com/email-security)
- [Safe File Downloads](https://klearis.com/safe-file-downloads)
- [Secure Collaboration](https://klearis.com/secure-collaboration)
Use Cases
Use Cases
- [Cross-Domain File Transfer](https://klearis.com/cross-domain-file-transfer)
- [Secure Document Exchange](https://klearis.com/secure-document-exchange)
- [OT/IT Boundary Protection](https://klearis.com/ot-it-boundary-protection)
- [Secure Client Communications](https://klearis.com/secure-client-communications)
Company & Partners
Company & Partners
- [About](https://klearis.com/about)
- [Career](https://klearis.com/career)
- [Partner with Us](https://klearis.com/partner-with-us)
- [Partner Portal](https://partnerportal.klearis.com)
Resources
Resources
- [Blog](https://klearis.com/blog)
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- Privacy Policy
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