Financial Services

Discover Smarter Compliance for Banks, Private Equity & Investment Firms

Empowering financial institutions with cutting-edge technology solutions to streamline operations, enhance compliance, and mitigate risks. Our innovative platform is designed to meet the complex regulatory requirements of the modern financial landscape, ensuring efficiency and security.

The Growing Regulatory Challenge

Increasing oversight from regulators like the FCA, SEC, FINRA, and now the Digital Operational Resilience Act (DORA) is placing growing pressure on banks and investment firms to retain, retrieve, and review large volumes of communications data. But outdated archives, siloed systems, and manual review processes make this work time-consuming, expensive—and risky.

What You Can Achieve With Simply Discover?

Regulatory Audit Preparation

Quickly locate, review and export records to demonstrate compliance with FCA, SEC, FINRA, MiFID II, and DORA.

Internal Investigations & Surveillance

Detect misconduct and policy breaches using AI-powered search and communication analysis.

Incident Response & DORA Resilience

Surface critical communications in the event of an ICT disruption.

Third-Party Oversight

Review data from platforms like Office 365 and Mimecast to meet ICT supplier risk obligations.

Data Subject Access & eDiscovery

Respond to DSARs and discovery requests with speed, accuracy, and audit-ready workflows.

Platform Capabilities Tailored for Financial Services

Unleash the potential of cutting-edge technology with Simply Discover. Elevate your financial services with AI-Powered Natural Language Search, seamless integration across top platforms like Office 365, Mimecast, Slack, and Teams. Stay compliant with robust reporting and audit trails. Safeguard your data with secure review and tagging workflows.

AI-Powered Natural Language Search

Ask questions in plain English and get precise results across all your data sources.

Unified Access

Across Office 365, Mimecast, Slack, Teams, and more - search everything from one place.

Compliance-Ready Reporting

Generate audit trails and compliance reports that satisfy regulators instantly.

Secure Review Workflows

Bank-grade security with role-based access and comprehensive audit logging.

Why Financial Institutions Choose Simply Discover

"It's like we have been using bows and arrows all this time, and Simply Discover came and gave us modern weapons." — Chief Technology Officer, Global Asset Management Firm

Built for Regulatory Environments

Fully aligned with FCA, SEC, FINRA, MiFID II, and DORA requirements.

Accelerated Investigations

Reduce discovery time from days to minutes, with full defensibility.

Designed for Compliance, Legal & Risk Teams

Intuitive UI, fast onboarding, and flexible data integrations.

Join the revolution

Whether you're preparing for an audit or improving operational resilience under DORA, Simply Discover gives you total oversight across your communication data.