Financial Advisers
Secure email for financial advisers
As an Independent Financial Adviser (IFA), it’s your responsibility to protect sensitive client information and documents. Mailock gives you the power to exchange emails easily and securely, with full compliance.
- Used by Tier 1 UK financial providers
- Read-without-registration for clients
- Encrypted replies (return forms safely)
- FCA, ISO 27001 and GDPR compliant
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Share securely.
Deliver instantly.
Accelerate your client communications and protect against human error and interception. Exchange emails securely with Mailock.
AES-256 encrypted
Encrypt emails sent from your email client to prevent interception and comply with FCA guidance.
FCA compliant
Record audit trails for all message activity. FCA guidance says auditable comms are essential.
Easy-to-integrate
Integrate Mailock with your current email provider, use our Outlook add-in, or send securely on the web.
ID-secure
Full revoke
"Clients love it!"
No more waiting around for posted documents means a more efficient service and happier clients.
1. Encrypt
Start an encrypted message with the click of a button in your email client, compose, and send. Get prompts to encrypt if Mailock thinks you’re sending sensitive data.
2. Connect
Recipients click ‘Open’ on the digital envelope delivered to their inbox to start the Mailock in-browser app. Set challenges to verify their identity - or, if they're a trusted contact, they can decrypt and read right away.
3. Engage
Our browser app works just like an email client. Recipients download files, compose, attach, and reply. When you receive their replies, they are automatically decrypted into your inbox.
It only takes an email...
Protect sensitive client comms
The world of face-to-face client meetings is gone, replaced with a hybrid model where communication takes place across multiple channels. Email is the central thread tying all these channels together, but it comes with inherent risks. Emails containing sensitive information can easily be intercepted or even sent to the wrong person. It only takes one email to cause a data leak, possible fines, and reputational damage.
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Secure digital delivery
Take your workflows digital
Whether you're an individual, a small team of advisers, or a large intermediary - Mailock is designed to power your secure digital communications. Integrate with your current email provider and start sending secure messages and documents today. Eliminate the inefficiencies associated with postal mail and maximise security with an encrypted thread from you to your clients.
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Protect client data
Communicate securely by encrypting your client emails and attachments. Enable multi-factor authentication to make sure only the intended recipient can open emails. Use Full Revoke as a last resort option to block access.
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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 trial
Start your trial
Get a free 14-day trial and start securing your comms. Protect clients and maximise efficiency.
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