Keep PII and confidential documents
protected after sharing

PPAD keeps PII and compliance-sensitive financial documents protected after they're sent, forwarded, or downloaded — giving compliance and risk teams control and audit visibility beyond the boundary of internal systems.

Try for free See how it works

Banks have strong controls inside their walls. The gap is what happens outside them.

Most banks and financial institutions have invested heavily in internal security — portals, cloud storage, secure platforms, access governance. That part is largely solved.

The gap appears when files start moving. Customer records sent to an advisor. Transaction documents emailed to a regulator. Compliance files shared with an auditor. Diligence materials forwarded between counterparties.

The moment any of those files leave your approved systems, your control over them is limited at best. PPAD (Persistent Protection After Download) keeps protection attached to the file itself — so your governance doesn't stop at the boundary of your systems.

Support your compliance obligations after sharing

Regulatory requirements don't stop when a file leaves your system. PPAD helps you meet those obligations in the spaces between.

Customer document protection

Under GDPR and local data protection laws, customer and financial data must remain protected from unnecessary access and uncontrolled distribution — even after it's legitimately shared externally. PPAD keeps access controls active after send.

Data residency and sovereignty

Files may need to stay within approved storage environments or specific jurisdictions. PPAD supports flexible data residency requirements and on-premise deployment options for regulated environments.

Audit readiness after external sharing

FINRA, SEC, and internal audit obligations may require you to show who accessed what, when, and what happened after a file left your system. PPAD gives you that audit trail — including activity that happened after download.

MSA AI data restrictions

Enterprise clients are writing explicit AI restrictions into their MSAs — prohibiting PII and confidential documents from being used as AI input or transmitted to third-party AI tools. PPAD's encryption ensures that protected files remain inaccessible to AI systems after they are shared externally, providing a practical technical control that supports those contractual obligations.

What PPAD gives compliance and risk teams

Keep files in approved storage

Protected files stay in your Gmail or Google Drive environment. The protection travels with the file, not away from your infrastructure.

Extend access control after sharing

Set who can open a file, for how long, and under what conditions — and update or revoke those settings after the file has already been shared.

Support revocation and expiry after send

When a relationship ends, a regulatory review is complete, or a file was shared more broadly than intended — revoke access immediately, for any file, regardless of where it currently sits.

Maintain audit trails beyond the inbox

PPAD tracks who opened files, when, and from where — even after external sharing. That record is available for audit review, investigations, and compliance documentation.

Sensitive financial documents and AI tools are a serious compliance risk

As AI tools become more embedded in everyday work, confidential customer records, credit assessments, financial reports, and transaction data can end up as inputs to AI systems in ways no one intended.

A counterparty copies a financial model into an AI tool to work faster. An advisor pastes a due diligence summary into a prompt. A departing analyst takes sensitive reports and uses them later.

PPAD reduces that risk by making protected content harder to extract, copy, or upload — and by giving you the ability to revoke access if risk changes.

Encryption prevents unauthorized access to file contents

Copy-paste blocking stops easy text extraction

Screenshot prevention limits visual capture of sensitive content

Watermarking ties content visibly to the recipient

Revocation cuts off access even after download

How PPAD r →

Where PPAD fits in banking and finance workflows

Client communication and document sharing

Send statements, reports, and advisory documents via Gmail with encryption and access controls. Track who opened what and revoke if needed.

Regulatory and audit submissions

Share compliance files with regulators and auditors while maintaining an audit trail of who accessed them and when — even after they're downloaded.

Cross-border and counterparty sharing

When files must move between jurisdictions or counterparties, PPAD keeps access controls and residency requirements in force regardless of where the file travels.

Internal risk and compliance teams

Protect sensitive internal analysis, credit assessments, and risk files that circulate across internal teams and external advisors during reviews and approvals.

Built on Digify's trusted security foundation

PPAD is a product by Digify, which has helped teams share sensitive information securely since 2011. The same ISO 27001-certified practices, security rigour, and trust that Digify customers rely on are built into every part of PPAD — with patent-pending encryption technology designed specifically for persistent file protection.

Learn more about Digify and PPAD →

700k+

Users on Digify

130+

Countries

2011

Founded

Keep PII and confidential documentsprotected after sharing