Secure and reliable remote access for finance and accounting

TeamViewer’s features of managed devices and conditional access allow technicians and IT support staff throughout banks, accountancy firms, and other financial institutions to control connections through a router. Firewall communications can block traffic down to one IP and still maintain connectivity to TeamViewer, eliminating risks from all other global remote access platforms.

Off-network devices can be configured with a registry key to only communicate through the router, meaning that even without the firewall, they are ignorant to any unauthorized TeamViewer connections. This ensures the security of the server that is being accessed by multiple devices across expansive networks and corporations.

The concern of ethical walls and other measures to restrict communication are required to avoid conflicts of interest. With TeamViewer, there is complete granular control at the router, which enables regulation of access times and only authorizes specific administrator approval for individual connections. Take comfort in knowing that with conditional access to govern who can access what, and under what circumstances, your financial institution can give limited access to designated groups and further control the rules between user and device.

TeamViewer is the only remote access software that can limit firewall traffic to one IP address without full deployment of the services to every single device within the financial institution. If you’re looking for secure, authorized access for users without wasting valuable time and resources, TeamViewer allows you to set up rules with conditional access and a firewall, while users can still connect even if a device is not fully set up.

In large corporations, there is a constant intake of new employees whose access to networks should comply with the highest standards of data security and will need to be aligned to auditing requirements.

With TeamViewer’s single sign-on (SSO) feature, people can be removed or added to the system, and their access point such as what device they use or network they are on can be configured and restricted through SSO. This combined with conditional access allows technicians setting up new profiles and users to automate rules and access.

In the finance and banking sector, company-managed devices are subjected to audits both in-house and with inbound connections from service providers or suppliers. With TeamViewer, all changes in administration, as well as connections to company devices from external licenses are comprehensively logged and broken down into event logs which can be shared with auditing services.

Further complemented with enforced video recordings which is applied through the policy on the end device, you can ensure total visibility for specific systems. Also, TeamViewer can integrate with existing SIEM solutions through API and automate performance or produce specific reports.

To meet your obligations under GDPR and PSD2, one big management challenge is in ensuring data is collected with customers’ consent, and then processing it in such a way as to protect its integrity, availability, and confidentiality. You need to ensure that the same standards you apply to traditional working models are also extended to remote working and virtual banking initiatives.

With TeamViewer it is possible to add disclaimers on support modules, so you have authority with every connection. We are also GDPR compliant, unlike alternative solutions, as we know it is essential for customer data to be protected.

Unplanned system downtime translates directly into lost revenue. This is why uptime rates and performance should be key priorities when choosing mission-critical cloud-based applications (e.g. customer relationship management, planning and reporting), as business continuity is enabled through remote connectivity.

The same principles apply to your connectivity and communication technology. If a remotely-based employee is temporarily unable to access core systems, it means that important activities go unactioned. You need to prioritize technical reliability when choosing remote connectivity, access, and support software in the same way as you would for any other business-critical software.

For remote-based financial professionals to maintain optimal levels of productivity, they need access on demand to all key applications, systems, and files. This should include the ability to remotely log onto office-based machines and use key resources, irrespective of working hours and whether those machines are switched on.

TeamViewer allows IT experts to troubleshoot problems instantly and configure and monitor devices without disrupting the end users.

Remote working and virtual customer interactions increase your cyber attack surface. Robust encryption is required to protect data in transit. Security measures such as encryption and two-factor authentication are also necessary to safeguard remote connectivity sessions.

For unifying in-office and remote workflows, ensuring security and compliance as well as boosting employee productivity, TeamViewer provides full support for decentralized and multi-branch financial and banking institutions.

Remotely-based employees and those on the move can use TeamViewer to access and operate office computers, company systems, applications, and files 24/7 from any device. With built-in Wake-on-LAN support, hybrid workers can soft power down on-site machines, safe in the knowledge they can reactivate them remotely if and when access is required.

The pace of digital transformation in banking and finance means that employees have an increasingly powerful tech stack at their fingertips. When technical issues occur, rapid resolution is a must. TeamViewer is a cost-effective way to deliver instant technical support to your workforce.

The same solution can be used to provide support to customers (e.g. online banking or client portal users). It allows helpdesk and support staff to connect seamlessly with users and get eyes on the issue in an instant. Triage workflows can be streamlined significantly, with simple issues fixed immediately and more complex problems escalated to appropriate team members.

TeamViewer is your go-to tool for delivering individual training sessions, as well as for delivery of in-person sessions. Use the control solution to share your screen directly to training participants’ screens and take them through in real time. Or discover how augmented reality can mean exceptional levels of support and a massive reduction in service downtime.

Once you have accessed a device with TeamViewer Remote, you can use our screen recording feature to start recording that device’s screen contents — including audio.

Once a connection is established between two devices, customer support sessions can also be recorded through remote control for future reference. Supervisors can also use this capability to analyse employees’ work for training, compliance, and quality control purposes.