Financial Advisers
Secure email for
financial advisers
Exchange messages and attachments easily and securely. Do your duty to protect sensitive client information.
- Accepted by Tier 1 UK providers
- FCA, ICO and GDPR compliant
- Free secure email for clients
Data protection
Save yourself some
awkward client calls
Protect sensitive email information
Are you ready to tell a client, "your information's been stolen - your money's gone"? Save yourself some awkward calls by keeping confidential emails safe.
- Encrypt: Secure emails and attachments to prevent interception
- Identify: Set challenges so only the right people can gain access
Client engagement
“Can’t you just
email it to me!?”
Empower clients to respond
Advisers and clients have used email for years, but when it comes to sensitive information it’s too much of a risk. With Mailock, email is safe and two-way information exchanges are easy.
- Easy secure replies for clients
- 5+ sends per month for clients
Secure community
A trusted financial
services community
Send into providers with ease
Share sensitive client information with trusted providers and advisers using Unipass ID and Mailock secure email.
Testimonial
Who wants to ring a client and say, "your account's been hacked"?
Although email is a simple way to share information, we should always be aware that unencrypted emails can easily be intercepted.
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1. Encrypt
Start a secure email from your desktop email client or your web browser. Set a challenge so only the right people gain access.
2. Connect
Recipients click ‘Open’ on the notification delivered to their inbox. They’ll answer your challenge, or if they're trusted, they can read right away.
3. Engage
If recipients need to respond to a secure message, they can use Mailock to compose, attach, and reply using their existing email address and account.
Features
Protect clients. Email data securely.
Make sensitive adviser-client comms easy by shielding email data from risk.
Use Unipass ID
Sign in with your Unipass ID and use it to verify your identity to unlock new secure messages.
Easy-to-integrate
Use our Windows Outlook add-in, our browser app, or integrate Mailock as a secure gateway (cloud/on-premise).
AES-encrypted
Encrypt confidential emails and attachments to prevent interception and comply with FCA/ICO guidance.
ID-secure
FCA compliant
Record audit trails for all message activity. FCA guidance says keeping auditable logs is essential.
Message revoke
Protect client info
Communicate securely by encrypting your client emails and attachments. Enable multi-factor authentication to make sure only the intended recipient can open emails. Message revoke gives you a last resort lockdown option.
Increase efficiency
Have your clients asked, "can't you just email it"? Send documents with full audit trails and deliver on your service commitments immediately, without the inefficiencies of postal mail. Save time, save cost, and save paper.
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Maintain compliance
The FCA advises that all sensitive information sent off site should be encrypted and records should be kept for client communications. Secure data and track activity with full audit trails of open, read, and document access.
Mailock Pro
Boosting Security And Engagement At Rapport Financial Strategists
This case study shows how Rapport Financial Strategists improved the security and effectiveness of their client communications using Mailock secure email.
Brearley Law Puts The Protection Of Client Data First With Mailock
According to the most recent ICO statistics, the UK legal industry is responsible for 8% of total data breach incidents reported in the past year.
Securing Client Communications At Stonebridge Financial
Find out how Stonebridge Financial secured their email communications using Mailock, driving efficiency and engagement with their clients in the process.