How Mailock Secures Sensitive Emails at Genius Wealth Management

According to Computer Weekly, 70 percent of UK financial firms experienced cyber attacks in 2020. The challenges posed by the COVID-19 pandemic and Brexit played a significant role.

For regulated advice firms, client email is one of the hardest channels to secure well. This case study shows how Genius Wealth Management strengthened email security after remote working made sensitive document exchange a daily requirement.

Who Are They?

Genius Wealth Management is an independent financial planning, wealth management, and advisory business with a team of highly qualified professionals.

Financial adviser speaking with clients

Their goal is to grow and protect their clients’ wealth by providing holistic financial advice aligned with individual needs and aspirations. They focus on building lasting, trust-based relationships that go far beyond the numbers.

The firm is fully authorised and regulated by the Financial Conduct Authority (FCA), under firm number 813554.

The Challenge

As a result of the COVID-19 pandemic, face-to-face meetings were no longer an option for Genius Wealth Management.

They needed a secure digital solution to exchange sensitive documents and financial reports with their clients remotely.

Any solution had to provide data protection controls that met the requirements of both the GDPR and the FCA.

They initially trialled Microsoft OneNote as a portal for document sharing, but some clients struggled with the software. Using secure email became the next logical step.

Unfortunately, the first secure email solution they tested was clunky and difficult to use for both staff and clients. It lacked the usability and features they needed - prompting them to continue their search.

Could This Work In Your Organisation?

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That’s when they found Mailock by Beyond Encryption.

The Solution

Mailock gave Genius Wealth Management the tools to communicate securely by email with more confidence.

"I gave it to one of our less technical members of staff. They worked with it well, gave it good feedback, and found it easy to use. That was a big winner for me."

Tony Cartwright, Operations Supervisor, Genius Wealth Management

Several operational benefits stood out once the team started using Mailock daily:

Value for Money

Mailock provided the high-level email security they needed without a hefty price tag. After taking advantage of a free trial, the firm now pays only £8.50 per user each month.

Practical Features

The team especially values message tracking. Read notifications confirm when a secure email has been opened, allowing advisers to follow up with confidence and keep workflows moving efficiently.

Ease of Use

Even users with limited IT experience found Mailock’s interface intuitive. There was no need to call in technical support to get started.

Strong Support

Beyond Encryption’s team worked closely with Genius to make sure they got the most out of Mailock. This included:

Custom email branding, helping clients recognise secure messages from Genius.
Technical support to align Mailock with internal back-office systems and Microsoft Outlook.

Financial adviser showing clients positive results

Total Security

Genius reviewed Mailock’s technical specifications and were impressed by the advanced security features. They now use it to send service agreements, letters of authority, valuation reports, and other sensitive communications.

The Outcome

From simplicity and value to strong support and compliance, Genius Wealth Management found a secure email solution that works for every member of their team.

"We work in financial services, so it had to have a return on investment for us. And, we’ve absolutely been able to show that with Beyond Encryption."

Tony Cartwright, Operations Supervisor, Genius Wealth Management