Financial Services
CUSTOMER ENGAGEMENT SOLUTIONS

Secure Message Center

A secure message center adds encrypted web-mail, document exchange or web-form services to financial services customer portals and mobile apps so that clients can easily ask questions and exchange information about their account.

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.

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