Banking & Finance Customer Stories
How banking & finance teams run mission-critical file workflows on Files.com.
37 of 163 customers in Banking & Finance
Banking & Finance
Nasdaq Data Link Brings Small Data Vendors Into Its Marketplace With Files.com—Without Running Its Own SFTP
A branded intake for suppliers without delivery infrastructure stayed in place through the Quandl acquisition and now supports roughly three million API transactions a day.
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Banking & Finance
TMX VettaFi Moved Daily Index Distribution From Consultant-Run MFT To Files.com—Without A Cutover Day
VettaFi bulk-synced years of history and migrated institutional clients one at a time while daily index publication continued.
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Banking & Finance
Moelis & Company Replaced GlobalScape EFT With Files.com—Without Rebuilding 15 Years of File Flows
Moving the bank’s sensitive production transfers took a flow-by-flow lift-and-shift that preserved its encryption, service accounts, and surrounding integrations.
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Banking & Finance
Starwood Capital Brings Operator Data Collection In-House With Files.com and Direct-to-Azure Delivery
A deliberately flat upload experience lets non-technical property managers submit files without seeing the deep Azure hierarchy and validation pipeline behind it.
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Banking & Finance
SumUp Scales EU-Resident Merchant Data Exchange Beyond 500 Accounts With Files.com
The exchange has run for nine years, while a site-level setting has kept every file in EU storage since 2018.
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Banking & Finance
Calamos Investments Replaces SolarWinds Serv-U Without Rebuilding Hundreds of Batch Jobs
Files.com preserves the SMB paths behind Calamos’s batch estate, lets vendors cut over one at a time, and sends migrated analytics feeds to Azure without a second copy job.
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Banking & Finance
Chevron Federal Credit Union Replaced Progress MOVEit DMZ and On-Premises SFTP With Files.com—One Vendor Feed at a Time
The phased migration kept live banking feeds running while bringing credentials, identity, logging, delivery, and external sharing under one governed Files.com platform.
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Banking & Finance
OnePay Replaced a SharePoint Data Room With One-Time Files.com Links in Its Banking App
An API-driven intake pipeline now gives each legal-name-change case its own upload point, lands sensitive paperwork in OnePay’s S3 storage, and removes access after use.
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Banking & Finance
Värde Partners Replaced Cerberus FTP Server and Hand-Built Counterparty Connections With Files.com
Each new deal’s counterparty feed is now a matter of configuration rather than another engineering project.
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Banking & Finance
Fisher Funds Retired On-Premises SFTP With Files.com—While Keeping Files in Its Own Storage
Remote Server Mounts gave partners a managed, branded SFTP endpoint while routing investment files into storage accounts Fisher Funds controls.
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Banking & Finance
26North Scales from 3 Manual SFTP Flows to 36 Connections on Files.com—Without a File Server
Files.com gave 26North’s single-digit technology team a repeatable way to absorb each counterparty’s SFTP, UAT, private-network, and retention requirements.
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Banking & Finance
Wealth Enhancement Group Brings Custodian SFTP, PGP-Encrypted Files, and Email Into Its Cloud Stack With Files.com
One in-house-managed exchange now routes multiple terabytes of regulated data between counterparties’ existing transfer methods and the firm’s modern cloud systems.
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Banking & Finance
MANTL Productizes SFTP With Files.com to Onboard Banks Without Engineers
A multi-tenant layer over Google Cloud Storage kept each bank’s environments and encryption separate while giving MANTL reusable infrastructure for new integrations.
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Banking & Finance
Space Coast Credit Union Builds a Self-Clearing Legal File Exchange With Files.com
Each request gets an isolated, MFA-protected folder, while a 45-day expiration rule keeps sensitive material from accumulating after the work ends.
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Banking & Finance
ABOC Shifted ACH Intake From Axway SecureTransport Before a Datacenter Move—So Clients Reconfigured Once
Files.com became the stable client-facing endpoint, leaving ABOC free to rearrange the bank infrastructure behind it.
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Banking & Finance
TowneBank Replaces Manual WinSCP Transfers With a Files.com Hub for Azure Blob
By moving vendor connections one at a time while WinSCP ran alongside, the bank built a scheduled exchange that now carries about 90% of its file movement.
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Banking & Finance
Orrstown Bank Retired Titan SFTP and Automated Core Banking Flows on Files.com
The bank migrated critical exchanges one workflow at a time, keeping legacy systems in parallel and designing remaining client cutovers so counterparties would not need to change their settings.
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Banking & Finance
Liberty Bank & Trust Holds 10 TB and Ages Out Another 10 TB Automatically With Files.com
Nightly transfers moved historical data off constrained on-premises storage, while folder-specific expiration rules turned retention policy into an auditable daily control.
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Banking & Finance
Files.com Let Archway Retire Microsoft Windows File Shares Without Rewriting Its 100,000-File-a-Day Application
The carve-out required Archway to preserve wildcard-based SFTP and keep daily financial feeds flowing while rebuilding the storage beneath them.
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Banking & Finance
From Legacy Client Systems to Azure: Evention Automates 4,000 Daily Files With Files.com
A repeatable intake layer absorbed fixed-IP devices, legacy FTP, encryption, and client isolation without turning each onboarding into an infrastructure project.
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Banking & Finance
Prelude Capital Replaced Fortra’s JAMS and Custom Scripts With Files.com for Roughly 100 Counterparty Relationships
Files.com let one COO honor each institution’s connection rules while meeting a one-minute market-data requirement.
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Banking & Finance
Valiant Capital Partners Retires MOVEit and Its Last On-Prem Server With Files.com
Files.com reproduced the counterparty workflows feeding hourly P&L, preserving 18 years of downstream ETL while opening the transfer layer to the whole team.
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Banking & Finance
FLCBank Replaced Progress MOVEit With Files.com to Reunite Its Client-to-Vendor File Flow
The bank preserved its partners’ existing connection methods while bringing the client-to-bank-to-vendor exchange onto the platform its verification provider already used.
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Banking & Finance
Integrated Partners Replaces Box and OneDrive File Exchange With Files.com—Without Standardizing 200 Independent Advisors
Independent advisors kept their choice of tools while client submissions moved onto a branded portal with firm-set permissions and retention.
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Banking & Finance
MediStreams Replaced Fortra’s Globalscape EFT Arcus and Turned Delivery Disputes Into a Lookup
MediStreams moved roughly 300 healthcare counterparties in one live cutover without changing their scripts or its in-house automation.
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Banking & Finance
One Files.com Gateway Replaced Allied Credit’s VanDyke SFTP and Avoided 60-Plus Scripts
The lender moved fragmented bank and vendor transfers behind one auditable boundary without interrupting partner-controlled schedules.
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Banking & Finance
Buckler Securities Replaced GRM Visual Vault With a Seven-Year FINRA Archive on Files.com and Azure
Buckler validated scheduled syncs and migrated its legacy records before locking seven years of version-level retention into Azure.
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Banking & Finance
SummitTX Capital Retired Parent-Owned Box and Moved Its SEC Retention Archive to Files.com
A two-stream migration put collaboration in Microsoft 365 and a multi-terabyte regulatory archive on technology the firm already operated.
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Banking & Finance
Vision Makes Inherited FTP Retirement a Repeatable M&A Step—Without Re-Onboarding Municipal Customers
A DNS swap and segmented Files.com child sites let municipal customers keep the same hostnames and credentials while Vision shut down inherited servers.
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Banking & Finance
ConnexPay Delivers Card Data with Files.com, the SFTP Server It Never Had to Build
The new workflow had to give clients an SFTP endpoint while keeping regulated data in ConnexPay’s Azure environment under its own encryption keys and enforcing PCI and HITRUST separation.
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Banking & Finance
Valmar Payments Replaced Self-Managed SFTP With Files.com to Scale High-Risk Merchant Intake
Each merchant gets isolated sandbox and production access, while an API-driven account-and-folder pattern replaces hand-built server configuration.
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Banking & Finance
Connexure Made Its Sensitive-Data Policy Enforceable With Files.com—Without Building in Azure
Every employee received an identity-provisioned mapped drive for PHI, giving the policy a practical destination outside Connexure’s Azure environment.
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Banking & Finance
AGL Credit Management Replaced On-Premise FTP With Files.com and Grew Counterparty Connections From Two to Thirteen
Files.com gave AGL a gateway it could configure around each counterparty’s requirements without waiting on months of institutional change control.
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Banking & Finance
Choreo Builds a Repeatable Path From Microsoft 365 and Box Into SharePoint With Files.com
Files.com gives Choreo’s administrators one governed operating pattern for bringing acquired firms’ data into SharePoint, even when it starts in another Microsoft tenant or platform.
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Banking & Finance
Clarkston Capital Replaced SolarWinds Serv-U to Run a Nine-Platform File Exchange With One IT Person
Files.com connected on-premises source data to external financial institutions while absorbing each partner’s naming, scheduling, delivery, and archiving requirements.
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Banking & Finance
DBi Built a Permanent Archive on Files.com for Custodian Files That Vanish in Ten Days
A lean trading desk connected fourteen counterparty SFTPs to a firm-controlled system of record while custodians kept their existing delivery workflows.
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Banking & Finance
American First National Bank Makes Its Dropbox Ban Stick With a Files.com Portal Easier Than Email
One-time borrowers needed only a browser link, while loan officers got isolated, bank-branded workspaces governed by the security team.
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