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Financial services > Providers

Secure digital delivery for financial services

Protect sensitive communications between staff, advisers, contact centres and customers. Use Mailock Enterprise for organisation-wide secure email, with Automated available for high-volume or system-generated document delivery.

Financial services professionals and businesses using Mailock to send securely
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Aegon Logo 2023
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The smarter way to email sensitive information

As a provider or platform, protecting data is key to compliance and trust. Mailock empowers you to send high-volume communication securely and seamlessly to the email inbox.

  • Send messages manually or at scale
  • Trigger encryption using rules or headers
  • Enable secure replies for recipients
Board meeting about deploying Mailock to financial provider customers

Recipient Experience

Protect every thread

1. Receive

The recipient receives a notification email in their inbox, just like a normal message.

Secure message arriving in the inbox of a customer from a financial provider

2. Identify

They complete a quick identity check, using methods like email verification, SMS, Q&A, or Unipass ID.

Mailock recipient mobile challenges from a financial provider

3. Reply

Once verified, they can read, download, and securely respond in a few clicks.

Financial provider Mailock recipients responding securely
Secure message arriving in the inbox of a customer from a financial provider
Mailock recipient mobile challenges from a financial provider
Financial provider Mailock recipients responding securely

Engagement Benefits

Reach more people,

more effectively

Latest aggregated Mailock Enterprise delivery data shows average open rates above 80%.

Based on aggregated Mailock Enterprise sender data.

  80%+ average open rate

  Low-friction journeys that signpost
to portals from email inboxes

 Cater to recipients' channel of choice

Male colleagues discussing engagement metrics in corporate setting

Efficiency & ESG

Cut costs and carbon,

not confidence

The figures below come from consultancy modelling developed with Project Rome and Professor Simon Pringle to assess the potential impact of replacing suitable print-and-post communications with secure email.

  Up to 95% lower print, pack and post costs

  More than 80% lower associated delivery emissions

 Estimated 270 tonnes of CO₂e saved by Aegon since 2019

Actual savings depend on communication mix, document mix and delivery setup.

Male professional thinking by laptop about securing cutomer data

Testimonial

We’ve delivered
measurable savings

This dramatic reduction in the need to print and post paperwork is one of the key ways companies can create carbon savings.

Ronnie Taylor CDO, Aegon
CEO and team meeting to discuss bottom line savings potential from digital recorded delivery

Security & Compliance

Built for financial

services compliance

Mailock applies encryption and identity checks to help meet FCA, ICO, and GDPR requirements.

  AES-256 encryption

 Recipient identity authentication

 Tracking for governance and MI

Customer reading a message with an SMS code challenge from a financial provider
300K+
Users
2.5K+
Companies
3.5M+
Recipients

Integrations

Connect to your infrastructure

Deploy Mailock securely into your mail flow.

  • Compatible with Microsoft 365
  • Supports routing and encryption rules
  • Provides API and webhook support
  • Self-hosted/cloud options available
Woman looking at computer screen through glasses at secure email usage dashboard

Industry Community

Trusted across

financial services

Mailock integrates with Unipass Identity and is trusted by over 45,000 advisers - enabling secure inter-industry communication with the people who matter.

Unipass logo

Our financial services ecosystem

More info

 Learn more

Customer service agent smiling in office with colleagues and using secure email

Plans

Mailock Enterprise

Learn how our secure email gateway supports company-wide compliance and digital transformation.

IT manager reviewing information security in office

Upgrades

Automated delivery

Discover how to batch and deliver sensitive documents securely using encryption rules and automation.

Colleagues considering Mailock secure email contract in office

Resources

Mailock case studies

Explore how firms like Aegon and HSBC use Mailock to cut costs, protect data, and engage customers.

People in office discussing compliance solutions and secure email

Questions?

Talk to us

Book a demo to learn how Mailock can help your organisation deliver secure, efficient communication at scale.

Questions?

FAQs, answered

Can Mailock integrate with our existing email systems?

Yes - Mailock works with Microsoft 365 and supports secure routing using rules, headers, and APIs.

Do recipients need an account to read messages?

No - recipients can verify their identity and read secure emails without needing to sign up.

How does Mailock support compliance obligations?

Mailock applies encryption, recipient authentication and activity records that can help providers support FCA, ICO and UK GDPR obligations. Each organisation remains responsible for assessing its own regulatory and record-keeping requirements.

What is the difference between Mailock Enterprise and Automated?

Mailock Enterprise supports organisation-wide secure email for staff and existing mail flow. Mailock Automated is an optional Enterprise licence for high-volume or system-generated secure document delivery using rules, X-headers or batch workflows.

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