Healthcare organizations face a data governance crisis.

Regulated industries face a data governance crisis.

Data has escaped core systems — spreading across email, file shares, and legacy applications that no one governs. Storage costs climb year over year. And when regulators investigate, most organizations discover their compliance programs were built on checklists, not operational reality.

Bernstein Data helps healthcare and financial services organizations operationalize data governance — turning frameworks into working processes that reduce risk, cut costs, and create defensible positions.

We help hospitals and health systems find and classify information, govern it, and prepare for OCR investigations. Risk analysis failures appear in 64% of OCR enforcement actions. We help you close the gaps that matter.

In financial services: Regulatory expectations from OCC, SEC, FINRA, and state regulators continue to intensify. We help firms build examination-ready governance programs before regulators arrive.

Across both industries we focus on:

Data Cost and Risk Reduction
We identify what data you have, where it lives, and what you don't need to keep. Defensible disposition typically achieves 15-30% storage reduction while eliminating unnecessary exposure.

For Healthcare we additionally focus on:

OCR Investigation Readiness
We assess compliance programs against actual OCR enforcement patterns — not generic HIPAA checklists. Risk analysis failures appear in 64% of enforcement actions. We help you close the gaps that matter.

Our approach is operational, not theoretical. We don't deliver reports and depart — we build sustainable capabilities that become embedded in how you work.

Founded by Matthew Bernstein, former Global Head of Group Information & Records Management at Deutsche Bank. We bring governance discipline from the world's most regulated environments to organizations that need it now.

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