Financial Services

Secure Message Center Solutions for Financial Services

Secure email, file exchange and webforms are essential communications and data capture tools for financial services firms.

Secure communications challenges

Most financial services companies have a secure web portal for their account holders, members or clients, but often use traditional email encryption or expensive file sharing services with separate web portal logins for sending and receiving secure messages and files. That can be awkward and inconvenient, and not optimal for great customer service.

Customer service is critical

Leading financial services companies know that seamless customer service is critical to keeping clients happy. An integrated secure message center and file exchange inside your portal is needed for more seamless communications, and happier clients and advisors.