Reducing Costs of Financial Statement Delivery

Secure Financial Statement Delivery and Reduce Cost

Challenge

Today, many clients of financial service firms ask for their account statements to be delivered electronically directly into their inbox. Regular email delivery is not considered a secure way of delivering this confidential information and industry regulations require that personal financial information sent electronically be sent encrypted.

Solution

In order to meet this service request, many financial companies use DataMotion’s SecureMail to encrypt the email and deliver the statement directly into the client’s inbox. The customer does not require any ‘special’ software or encryption key to open the statement, just access to the web and their regular email account.

Benefits and Results

  • Immediate client access to statement information
  • Secure method of electronic delivery
  • Improved trust between client and services firm
  • Saves time and money over traditional snail mail or overnight delivery methods

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