DataAigis
Industry Solutions · Finance / Banking / Insurance

Finance / Banking / Insurance

High scrutiny and low tolerance for error — make data security governance auditable and operational

We support licensed financial institutions with data inventory, classification, risk assessment, and remediation operations. DataAigis Data Security & Compliance captures industry templates, labeling strategies, and evidence ledgers so business, technology, and compliance teams work from one governance baseline.

Compliance and Security Pressures Facing Financial Institutions Today

The regulations most relevant to you — our approach is built around them.

CBIRC Doc No. 93 / Banking & Insurance Data Security Measures

The core red line of financial data security regulation: self-check ledgers, penetrative special inspections, and enforcement batches — skipping self-checks goes straight to disposal.

Personal Information Protection Law (PIPL)

Legality of processing customer financial data, credit records, and risk-control data; data minimization; the full cross-border transfer chain.

MLPS 2.0 Level 3 / Level 4

Mandatory grading for core business systems, annual assessments, both technical and management tracks must pass.

Cross-Border Data Security Assessment / SCC Filing

Sino-foreign JVs, cross-border clearing, overseas subsidiaries: data export paths must be planned in advance.

What We Do

Compliance consulting + data security + AI safety — one team, delivered in your priority order.

Data Compliance Consulting

End-to-end consulting around CBIRC Doc No. 93, PIPL, and the Network Data Security Management Regulation

Data Security Risk Assessment

Five-step method per GB/T 45577-2025, evidence-driven reports in regulatory filing format — supporting the annual January 15 submission

Data Classification & Grading

Full data inventory in one pass with financial-industry classification templates

Cross-Border Data Compliance

Full-path options: security assessment filing / SCC filing / PI certification

Compliance System Building

Three-tier documentation (strategy / policy / operating manuals) with a three-level review mechanism

Data Security Services

MLPS assessment + penetration testing + security management systems

MLPS 2.0 Assessment Consulting

Full accompaniment: L3/L4 grading → filing → remediation → assessment

Penetration Testing

Red-team penetration and application-layer attack/defense for core trading systems, online banking, and mobile apps

Data Security Management System

Integrated: data asset inventory + access control + encryption + audit traceability

AI Data Compliance

Compliance guardrails for LLMs and risk-control AI in financial institutions

AI Use-Case Governance

Tiered AI use-case assessment + DPO approval workflow, aligned with the EU AI Act and China's generative AI rules

Shadow AI Monitoring

Detect and control customer-data leakage from employees' unauthorized use of ChatGPT or domestic LLMs

Delivery Track Record

Project-based

Consulting, platform, and operations delivered together

Auditable

Deliverables and remediation evidence retained

Cross-functional

Legal, technology, and business teams aligned

Representative Cases

See the full client list

All Cases

Client

A city commercial bank

Completed in-scope data classification, remediation planning, and governance records to support regulatory review and future reassessment.

Client

A national insurance group

Completed data-flow mapping, transfer-path assessment, and filing support materials, with a change-review mechanism for ongoing operations.

Client

A securities firm

Supported MLPS Level 3 gap analysis, remediation execution, and evidence preparation ahead of formal assessment.

Recommended Products

Our consulting is delivered and operationalized through our own platforms.

Talk to Our Financial Institutions Consultants

Meet with a consultant who understands your industry to clarify the business problem, implementation scope, and next steps.

Book an Industry Consultant