Case Study: Leading private Swiss bank achieves FINMA-compliant data protection and maintains world-class customer service with Forcepoint DLP

A Fast-Growing Bank Meets Strict Swiss Security Standards, While Maintaining World-Class Customer Service, with Forcepoint

A leading private Swiss bank that grew rapidly by offering hands-on, proactive account management faced mounting regulatory pressure from FINMA and strict data-residency rules while doubling its staff. The bank needed a way to prevent accidental or malicious data loss—protecting customer PII and proprietary product data—without slowing its customer service or international operations.

After benchmarking and a proof-of-concept, the bank implemented Forcepoint Data Loss Prevention, centrally hosted in Switzerland with region-specific policy customization and endpoint controls. The solution scans outgoing messages, blocks transfers to external/removable media, and automates discovery of sensitive files; it has increased employee security awareness, replaced manual file reviews, and become a core part of the bank’s security architecture, protecting client privacy and the firm’s reputation.