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Unlocking Customer Portal Potential: How To Drive Engagement

Mailock For Financial Services

Secure email for financial services

Exchange information securely

Join the secure email platform designed to help financial services businesses and customers communicate safely.

Integrated with Unipass logo

Financial services professionals using Mailock to communicate securely by email

Video Explainer

Why secure email?

Data Protection

Deliver sensitive

data securely

Exchanging data securely is vital in the financial services whether you're an intermediary, provider, or platform. Mailock empowers you to email data safely in line with FCA guidance.

  • Encrypted email for everyday contact
  • Automation for scaled communications
  • Free secure replies for recipients
A sensitive email from a financial services company in Mailock

Industry solutions

Adviser or provider?

Financial adviser using calculator at desk

Advisers

Advancements in technology are forcing financial advisers and wealth managers to rethink their security and client engagement models. Our Unipass Identity integration means advisers can easily exchange sensitive information with clients and providers.

Financial services providers and platforms in meeting and video call at office

Providers

It’s a challenge to keep up with the pace of digital change. Mailock Enterprise and Automated help large advisories, platforms, and providers to deliver information at scale. Integrate with existing infrastructure and start sending with zero downtime.

Security

Check recipient ID

Always reach the right people

Use a range of multi-factor recipient authentication challenges (SMS, Q&A, Unipass ID) to make sure emails reach the right people. Protect sensitive customer data in line with regulatory guidance.

Mailock question and answer and SMS code authentication challenges

Engagement

Boost portal usage

Reach from portal to inbox

Portals are common in the financial services, but engagement with them is notoriously low. Mailock pushes sensitive documents into inboxes to heighten customer engagement.

Opening a Mailock secure email from a financial services company using an SMS code

Digitisation

Digitise postal comms

Reduce carbon and costs

Reap all the efficiency benefits of digitisation in your scaled customer comms. Eliminate the delays, high costs, and heavy carbon footprint associated with print and post.

Automated secure emails being delivered to customers from financial services company

Testimonial

Bottom line impact

Delivering information by secure email generates savings when sending information that previously could only be sent by recorded post.

 John McGlynn  Royal London
Financial services CEO sitting on wall speaking on phone and using laptop
180K+
Users
2K+
Companies
1M+
Recipients
IT professional sitting at computer at night smiling at screen with secure email

Take the next step

Compare plans

Compare our simple pricing plans to find the right secure email package for your business.