Collaborate confidently on your sensitive financial data
Wimi supports banks, insurers, investment funds and financial institutions with a sovereign and secure collaborative suite. Anticipated DORA compliance, Cloud Act immunity and exclusive French hosting to protect your most sensitive operations.
4.7/5 on CapTERRA
In progress Q1 2026
DORA
In progress Q1 2026
DORA compliance, banking secrecy, and secure collaboration
Banks, insurers and investment funds are facing increasing regulatory requirements and unprecedented cyber threats. Wimi meets each challenge with a sovereign collaborative suite.
ICT risk management, complete traceability and digital operational resilience integrated natively into your daily work environment.
End-to-end encryption, strict data silos, and total immunity to extraterritorial laws to ensure financial confidentiality.
Subsidiaries, partners, auditors and regulators: coordinate all your stakeholders in partitioned and secure spaces, without multiplying tools.
Due diligence, closing, investment committees and crisis management: streamline each stage with integrated workflows and a sovereign electronic signature.
A space divided by deal, fund or entity
Structure each financial transaction in a dedicated and secure space. Due diligence, closing, internal audit: each stakeholder accesses only the data that concerns them, with granular rights by role.
Centralize your sensitive financial documents
Data rooms, audit reports, contracts, regulatory documents: store, share and co-edit your critical documents in a sovereign Drive hosted in France. Automatic version management and instant search in all your folders.
Streamline your regulatory approval processes
Investment committees, compliance, risk validation: create approval workflows tailor-made with full traceability. Each decision is time-stamped, documented, and auditable.
Sign your contracts without leaving the sovereign environment
Electronic signature eIDAS certified directly integrated into Wimi. Contracts, mandates, confidentiality agreements: sign simply or certified without depending on an American service provider.
Manage the activity of your teams in real time
Visualize the progress of your operations, identify delays, and track workload by team or entity. Clear dashboards for your management committees and Reportings regulators.
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"Wimi nous permet de centraliser notre processus de création et de planification de contenus. La plateforme nous apporte une vision claire et centralisée de notre production. Je le recommande sans hésiter aux équipes qui veulent gagner en agilité et optimiser leur processus de création de contenus."
"Fatigué des informations perdues dans les e-mails et des fichiers éparpillés sur votre réseau ? Wimi est un outil de collaboration qui vous aide à vous débarrasser de tout cela. L’organisation en mode projet permet de centraliser toutes les informations. Utiliser Wimi, c’est moins de stress et plus d’efficacité !"
"Wimi nous permet de faciliter la communication entre le staff et les joueurs, de fluidifier le partage des données et d’accélérer la planification de nos évènements sportifs. Le budget est aussi très attractif au regard du périmètre fonctionnel, riche et ergonome couvert par la solution."
"Wimi est un outil sécurisé et sécurisant qui répond clairement aux besoins d’une profession réglementée par le secret professionnel. Travailler sur nos dossiers depuis la plateforme est devenu une évidence pour nous. Nous sommes bluffés par la facilité avec laquelle nos clients et partenaires adoptent la solution."
Your data stays in France. Point.
Wimi guarantees the highest level of protection for your financial data. DORA compliance, banking secrecy and total sovereignty integrated natively into the platform.
Advance DORA compliance. Information technology risk management integrated natively. Complete activity logs for incident notification, access traceability and regulatory audit documentation (AMF, ACPR).
Sovereignty and banking secrecy guaranteed. Data hosted in France on our own datacenters. No American cloud. Full Cloud Act and Patriot Act immunity. E2EE encryption available for highly sensitive transactions (M&A, investment committees).
SecNumCloud qualification in progress (Q1 2026). The most demanding security framework in the world, covering more than 360 points of requirements. Integrated antivirus, digital watermarking of documents, multi-factor authentication (Wimi MFA) and strict data partitioning by entity.
Become an expert in team collaboration
Your questions about Wimi for the financial sector
How does Wimi help meet the requirements of the DORA regulation?
The DORA regulation requires financial entities to rigorously manage risks related to information technology. Wimi answers it concretely:
- Full traceability: time-stamped activity logs documenting every user action
- Sovereign infrastructure: exclusive French hosting, no dependence on a foreign cloud
- Control of third party providers: no American cloud subcontracting in the chain
- Operational resilience: automatic backups, integrated antivirus, continuity plan
You eliminate the risk of dependence on a foreign third party provider, one of the key points of DORA.
How does Wimi guarantee banking secrecy and the confidentiality of our transactions?
Triple level of protection:
- Exclusive French hosting on Wimi's proprietary datacenters, no data transits outside the EU
- End-to-end encryption (E2EE) available for your most sensitive operations
- Granular access rights by entity, team, or project: each stakeholder only sees what's relevant to them
The digital tattoo (Wimi Tattoo) also makes it possible to identify the origin of any documentary leak.
Discover our approach to digital sovereignty
Can Wimi replace our current data room tools?
Wimi offers a sovereign alternative to centralize your sensitive financial documents:
- Workspaces divided by deal or operation
- Automatic version management: always the latest version available
- Access rights by role: read-only, contribution or validation
- Digital watermarking to trace the origin of leaks
For transactions requiring very specific functionalities (auctions, structured Q&A), Wimi can be complementary to a dedicated data room.
Discover Drive
How to manage collaboration with our external stakeholders (auditors, lawyers, regulators)?
Wimi allows you to invite external participants in a secure way:
- Dedicated spaces : each participant only has access to documents and exchanges that concern him
- Configurable rights: read-only, contribution, validation
- Access revocable at any time
- Activity log : each action is traced and timestamp
Ideal for audit missions, multi-party due diligence and exchanges with regulators.
What is the difference between Wimi and Microsoft 365 for a financial player?
Key differences:
- Sovereignty: Microsoft hosts on servers subject to the Cloud Act. Wimi hosts exclusively in France on its own datacenters
- Independence: Wimi is a 100% French company, with no foreign shareholders
- Security: SecNumCloud ANSSI qualification in progress (Q1 2026), the most demanding standard in the world
- All-in-one: drive, chat, video, video, email, email, tasks, electronic signature in a single sovereign platform
Protect your sensitive financial data
Discover how Wimi supports banking, finance and insurance players in their DORA compliance and the protection of banking secrecy.