MPA Financial Management Uses Mailock to Support & Safeguard Clients

In an era of rising cyber threats, securing client communications has become vital for financial services firms.

This case study explores how MPA Financial Management transformed their client communications with Mailock secure email.

Who Are They?

MPA Financial Management is a chartered financial advisory firm based in Henley-in-Arden.

Operating since 1988, they have more than 30 years of experience and currently manage over £750 million in client investments.

With a team of 40, they’re known for their specialist services and have featured in Citywire’s Top 100 adviser firms for 10 consecutive years.

"We sat down with the team at Beyond Encryption to have an introductory talk and it was brilliant - exactly what we needed to support and protect our business and our clients."

Annemarie Byrne, Head of Operations, MPA Financial Management

The Challenge

Following the COVID-19 pandemic, MPA undertook a full operational overhaul to ensure business continuity. They introduced new digital tools to better serve clients remotely and protect sensitive data.

As part of this transformation, they focused on enhancing data security and improving how they educated clients about threats like phishing and ransomware.

The Solution

Discovering Mailock

Impressed by Mailock’s capabilities and the approach of the Beyond Encryption team, MPA adopted the platform in early 2023.

"We always want to be engaged with our clients and tell them what we’re doing. So, we explained we were changing how we work and looking at how we can protect their data."

Annemarie Byrne, Head of Operations, MPA Financial Management

Support From Day One

MPA received personalised support from initial demo through to rollout and ongoing usage.

"Every step of the way we’ve had support. The transition was so easy, and the team were amazed we could implement this overnight - and we did."

Annemarie Byrne, Head of Operations, MPA Financial Management

Ease of Use and Integration

Mailock’s simplicity and Microsoft integration made it an ideal fit for MPA’s processes and their client base.

"Whenever you hear ‘encryption’, you think it’ll be complex. But it’s really simple - not convoluted or complicated. It just works."

Annemarie Byrne, Head of Operations, MPA Financial Management

"We didn’t want another login. Mailock integrated instantly into our systems and was ready within seconds - rolled out in one day."

Annemarie Byrne, Head of Operations, MPA Financial Management

The Outcome

Improved Efficiency

Before Mailock, MPA relied on password-protected documents - a slow, manual process.

"We’d send 20 documents, all with separate passwords, to prevent a breach. It was so time-consuming. Mailock has completely streamlined that."

Annemarie Byrne, Head of Operations, MPA Financial Management

"Mailock is now embedded into our process. It’s second nature - and the benefits were instant."

Annemarie Byrne, Head of Operations, MPA Financial Management

Greater Client Trust

MPA’s clients appreciate the proactive approach to securing their personal and financial data.

"Clients thank us for taking the risk off them and ensuring data is secure - not just on our end, but theirs too."

Annemarie Byrne, Head of Operations, MPA Financial Management

Respecting Client Preferences

While promoting secure email, MPA continues to cater to clients who prefer paper.

"If they want it on paper, we’ll do that. But we also educate them about why secure email is the safer option."

Annemarie Byrne, Head of Operations, MPA Financial Management

Raising Industry Standards

MPA are strong advocates for broader adoption of secure communication in financial services.

"When communicating with providers, security is non-negotiable. If other providers are using Mailock, why aren’t you?"

Annemarie Byrne, Head of Operations, MPA Financial Management