In finance, client trust is everything. Whether you’re a bank, a wealth management firm, or an insurance provider, safeguarding sensitive data and maintaining your reputation are non-negotiable. Every piece of technology you deploy—including your remote support solution—can either reinforce your credibility or expose your clients to unacceptable risks.

Remote Support Security Is Essential in Finance

Financial institutions are the custodians of highly sensitive information: account data, client identification, financial records, and more. Any breach not only jeopardizes client assets—it can bring crushing regulatory penalties and destroy hard-won reputations.
Uncompromising remote support is a necessity for modern operations—helping employees and clients quickly resolve IT issues without costly delays. But every remote session is a potential doorway, and inadequate security can leave client data vulnerable to interception, credential theft, or accidental exposure.

Not All Remote Support Tools are Created Equal

While tools like TeamViewer are widely known, their consumer-grade foundations and past vulnerabilities simply don’t meet the demands of the financial sector. As institutions accelerate digital transformation — client confidentiality, data protection, and compliance are more critical than ever. Remote access tools like TeamViewer were not built for regulatory compliance or enterprise-grade security, leaving financial institutions exposed. Consider the risks:

• Documented security incidents, including vulnerabilities and exposure to cyber-attacks.
• Weak or default security settings that may leave client data exposed if not accurately managed.
• Costly upgrades are often required for essential features like technician access controls and advanced security settings.
• Limited session controls and audit trails make regulatory reporting cumbersome.
• Lack of security incident response and support leaves teams exposed when help is needed most.

In a sector where even the hint of risk can make clients lose trust, these gaps simply aren’t acceptable. That’s exactly why leading financial organizations are making the switch to Rescue.

Rescue is the Trusted Choice for Financial Services Remote Support

Every interaction is a chance to strengthen client confidence. Rescue enables financial organizations to ensure every support session is secure, compliant, and transparent. This doesn’t just help prevent breaches and protects data – it safeguards your reputation.

Security-First Architecture

Rescue is engineered with advanced security features that protect sensitive data and give financial institutions complete control over every session:

• End-to-end AES-256 bit encryption and TLS 1.3 on every session—so conversations, credentials, and files are always protected.
• Multi-factor authentication, strong password policies, and SSO support to keep unauthorized users out.
• Granular permission controls and Entra ID/AD sync effortlessly tailor access rights with 40+ technician-level controls.
• Enterprise scammer prevention features like Session PIN validation, device whitelisting, and single-use applets keep clients and internal users safe from social engineering and unauthorized access, ensuring you control who gets access to data or financial information.
• No unattended access risk because each session is initiated and explicitly approved by the client, guarding against persistent entry points for attackers.
• Clients can see exactly what’s happening and end the session at any time—protecting privacy and building transparency.

Compliance Without Complexity

Rescue’s platform is built to help financial firms satisfy the strictest regulatory requirements:

• Exceeds financial industry standards. SOC 2, HIPAA, and other certifications plus documentation for FINRA, FACTA, and disaster recovery, ensures you can provide all certifications and documentation needed.
• Data privacy controls allow you to minimize or eliminate storage of PII, align with customer data localization rules, and comply with security standards.
• Comprehensive session logging and auditing—so every remote session is recorded, every action tracked.
• Configurable data retention and data residency controls ensure your information stays in-region, aiding compliance with local laws.

Reliable, Flexible Support Experience

Financial services can’t afford downtime or inconsistencies. Rescue empowers dependable, uninterrupted support:

• Cloud-based architecture provides unparalleled reliability and performance, no matter where your teams and clients are located.
• Cross-platform capabilities – across Windows, macOS, iOS, and Android devices—empower help desk teams and client-facing staff whether in-office, remote, or hybrid.
• Fits seamlessly into digital banking workflows with the option to embed custom PIN entry forms and SDKs directly into your bank’s website or mobile app.
• Simple, secure connections mean no need to open ports or complicate firewalls, allowing support without increasing risk.
• Purpose-built to allow multiple concurrent sessions, secure agent collaboration, and scripting—so you can support everything from client onboarding to regulatory audit prep.

Don’t Assume “Secure” Means Secure Enough

Many remote support tools claim to be “secure,” but in financial services, you need more than reassurance—you need proof and precision. The wrong tool will leave critical systems exposed to unauthorized devices and hidden threats. 

Rescue raises the bar by providing device-based restricted access. Only authenticated, pre-approved devices—whether inside or outside your network—can initiate or receive remote support. This extra layer ensures you control exactly who can engage with sensitive systems, helping you meet strict regulatory demands by guaranteeing only authorized endpoints ever come near confidential client data.  

Don't settle for basic or generic security claims. Rescue is built to deliver what financial institutions need it most – compliance, control, and a frictionless support experience. 

Choose Security Without Compromise

With Rescue, financial institutions gain more than just remote support—they gain peace of mind. You don’t have to choose between efficiency and protection. Put security, compliance, and customer trust first with Rescue.