Keeping Client Communications Secure at Mortgage Advice Bureau

Financial advisers deal with highly sensitive client data every day - securing this information is non-negotiable.

We spoke to Graham Bennett, Group Head of Information Security and Data Protection at Mortgage Advice Bureau (MAB), about how the firm uses Mailock secure email to protect client communications and meet regulatory expectations.

Who Are They?

MAB is a leading mortgage specialist brand with a network of over 150 appointed representative firms across the UK.

Graham Bennett has led MAB’s data security efforts since 2017, ensuring the business keeps pace with evolving regulatory and cyber risk landscapes.

The Challenge

As part of a wider digital transformation strategy, MAB sought a secure email solution that would protect the highly sensitive information advisers handle every day - including bank statements, payslips, and IDs used for anti-money laundering checks.

Alongside internal initiatives, many of MAB’s partners and clients were requesting secure email options, making it a core requirement for both compliance and service quality.

"We needed to make sure that our communications, especially those involving sensitive client data, were secure. Email was a primary mode of contact, and we couldn't afford any breaches."

Graham Bennett, Head of InfoSec, MAB

The Solution

Mailock provided robust encryption and identity authentication, integrated with advisers' existing email platforms.

One of its key benefits was ease of use - even for those with limited technical experience - which helped ensure adoption across MAB’s large network of users.

"We needed something that was simple to explain and use, ensuring everyone, regardless of their tech-savviness, could adopt it seamlessly."

Graham Bennett, Head of InfoSec, MAB

Person typing on a laptop while travelling

The Outcome

From implementation to ongoing support, the Mailock team worked closely with MAB to provide seamless onboarding and technical integration.

The result has been not only stronger data protection but better outcomes for compliance and client experience. The ability to track email opens and ensure message delivery has allowed advisers to follow up more effectively and resolve queries faster.

Mailock has also supported MAB in data loss prevention, helping them manage risk and maintain detailed audit trails.

"We use Mailock to monitor communications for compliance. It has provided a clear track record in more complex cases where people have attempted to misuse data."

Graham Bennett, Head of InfoSec, MAB

Team reviewing secure information on smart device

Flexibility That Suits Every Client

Not all clients prefer the same communication method. While some use online portals, others want the simplicity of email - especially when reviewing documents on the go.

Mailock ensures secure email remains a viable option, giving MAB the flexibility to meet clients on their terms without compromising on security.

"As we work with both portals and email, it's vital to provide options that fit all client needs."

Graham Bennett, Head of InfoSec, MAB

Ongoing Innovation and Partnership

MAB continues to evolve its secure communication strategy with Mailock, keeping close ties with the Beyond Encryption team to stay ahead of new risks and leverage feature updates.

"We're always looking at how to use Mailock more effectively, and using its latest features is key here. Keeping in contact with the team ensures we maximise the benefits of the solution."

Graham Bennett, Head of InfoSec, MAB