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
FAQs
Why Did MPA Financial Management Adopt Secure Email?
The firm needed a protected route for sensitive client documents that matched how advisers and clients already communicated.
How Did the Post-Pandemic Review Shape the Rollout?
A wider operational review created the opportunity to improve client communication and secure document exchange.
What Should Chartered Advice Firms Look For?
Look for usability, recipient authentication, secure replies, audit evidence, and fit with adviser workflows.
Sabrina McClune
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