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
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Outbound security
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
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Operational efficiency
“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 to “just email it.” With Mailock, clients can send safely while they use your services.
- Unlimited replies to secure emails you send as a Pro user
- 5+ secure email sends for your recipients as Free users
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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Features
Protect clients. Email data securely.
Accelerate client comms while protecting data from human error and interception.
Easy-to-integrate
Use our Windows Outlook add-in, our secure web app, or integrate Mailock at server level (cloud/on-premise).
AES-256 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 auditable comms are essential.
Full revoke
"Clients love it!"
No more waiting around for posted documents or client portal pick-up supercharges client processes.
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 in our browser app, or, if they're trusted, they’ll open and read right away.
3. Engage
Our browser app works just like an email client. Recipients download files, compose, attach, and reply. Their replies will be automatically decrypted to your inbox.
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. Use Full Revoke as a last resort option to block access.
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
Securing Client Communications At Thanks Wealth Planning
Personal information is abundant within financial services. This case study shows how Thanks Wealth Planning increased security for their communications.
How Mailock Secures Sensitive Emails At Genius Wealth Management
How Mailock Secures Sensitive Emails at Genius Wealth Management. Did you know that 70% of financial firms in the UK experienced cyberattacks in 2020?
How Aegon Saved An Estimated 270 Tonnes Of CO2 Using Unipass Mailock
Learn how Aegon, a leading provider of life insurance, pensions and asset management, saved an estimated 270 tonnes of Co2 using Unipass Mailock.