Financial Services

Secure financial
services email

Secure email for advisers and providers

Exchange sensitive documents with clients safely over email. Deliver to customers at scale with automated encryption.

Financial services professionals using Mailock to communicate securely by email

Information security

Protect personal data

Deliver information securely

Delivering information securely is paramount for anyone handling sensitive information. Financial services businesses have a duty of care to protect customer data that extends beyond compliance. Make a commitment to data protection with Mailock encrypted and ID-secure email.

  • Data loss prevention for everyday emails
  • Secure document exchange for clients
  • Digital recorded delivery for customers
Customers receiving secure email in living room with dog on sofa (1)

Purpose built

For individuals, firms, & organisations

Financial adviser using calculator at desk


Advancements in technology are forcing IFAs (independent financial advisers) and wealth managers to rethink their security and client engagement models. Our integration with Unipass Identity means advisers can sign in with the account they use across other platforms.

Financial services providers and platforms in meeting and video call at office (1)


It’s a challenge to keep up with the pace of digital change. Mailock Enterprise and Automated help platforms and providers switch sensitive comms from print to digital, and protect everyday private emails. Providers can integrate and start sending with no downtime.

Multi-factor authentication

Digital recorded delivery®

Always reach the right people

Access a range of multi-factor authentication challenges (SMS, Q&A, or third party ID) to suit different areas of risk. Get live audit trails for every message, so you can be sure they’re delivered to the right people. Prevent data leaks, ensure delivery, and protect identity.

IT staff looking at computer screen assessing email security tool

Using a portal?

From portal to inbox

Heighten portal engagement

Portals are widely used in the financial services, and we’re not looking to displace them, but engagement with portals is famously low. Mailock pushes sensitive information and documents from your portal into inboxes to heighten engagement.

Couple with credit card replying to secure email using Mailock

Secure email for
every use case

Share sensitive documents safely, revoke email misfires, identify recipients and more with secure email for financial services.


Mitigate email misfires

Sent to the wrong person? Block access to emails regardless of the receiving email provider.

Meet audit requirements

Maintain audit trails for all secure email interactions. Track engagement and maintain compliance.

Streamline AML and KYC

Simplify AML (anti-money-laundering) and KYC (know-your-customer)  with secure email.

Deliver documents at scale

Deliver private documents to your customers at scale, with automated digital recorded delivery®.
Financial services statistic on email response rate

60% of secure emails are opened in under 24 hours of delivery


Regulatory guidance


“Personal data shall be: processed in a manner that ensures appropriate security of the personal data, including protection against unauthorised or unlawful processing and against accidental loss, destruction or damage, using appropriate technical or organisational measures ('integrity and confidentiality').”
ICO, 2021


“An investment firm shall have sound security mechanisms in place to guarantee the security and authentication of the means of transfer of information, minimise the risk of data corruption and unauthorised access and to prevent information leakage maintaining the confidentiality of the data at all times.”
ESMA, 2021

ISO 27001

“You should use encrypted communication channels when transmitting personal data. You should have an encryption policy in place that governs how and when you implement encryption, and you should also train your staff in the use and importance of encryption. When storing or transmitting personal data, you should use encryption and ensure that your encryption solution meets current standards.”
— ICO, 2021

Man sitting at computer at night smiling at screen with secure email


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