How Baggette & Co Improved Email Security and Efficiency With Mailock

When Baggette & Company, a chartered financial planning firm based in Poole, Dorset, realised their secure document workflows were holding them back, they looked for a solution that would work for both their team and their clients. That solution was Mailock.

Who Are They?

Baggette & Company is a family-run firm of independent financial advisers and chartered financial planners.

Based on the South Coast, they’ve served clients for over 20 years with a focus on holistic, long-term planning and trusted personal service.

Regulated by the Financial Conduct Authority (FCA), the firm handles sensitive data and prioritises confidentiality in every interaction.

The Challenge

Before Mailock, the team were relying on DocuSign and post to send secure communications - even when a signature wasn’t required.

Every secure send through DocuSign cost the same, whether it was a single-page letter or a large bundle of forms. And it lacked the identity verification required to easily adhere to FCA guidance.

Without a built-in read receipt or follow-up mechanism, it was hard for advisers to know whether clients had received important messages - and follow-ups added to the admin burden.

The Solution

Joanna and the team trialled Mailock as a secure alternative. What stood out was how easily the system integrated into their workflows.

No extra logins. No new tools to learn. It simply slotted into Outlook. Secure emails could be sent in just a few clicks.

Unlike with portals or file transfer applications, there were no complex authentication apps or accounts for clients to create.

Clients could receive and open their documents with ease - using a simple question-and-answer check or SMS code verification.

"It was clear from the first demonstration that Mailock would be a better solution.

It was easy to integrate, slick for our team to use, and our clients found it simple to access.

It just made sense - secure, efficient, and cost-effective."

Joanna Hjalmas, Managing Director, Baggette & Company

The Outcome

Since rolling out Mailock, the Baggette & Company team have reported:

More efficient workflows for sensitive client communications
Lower costs compared to sending via DocuSign or file transfer app
Higher engagement - especially from those who dislike clunky logins
Peace of mind from meeting data protection obligations under GDPR

With most clients now digitally savvy, secure email is helping the firm meet expectations for modern communication without sacrificing security.