Financial Providers

Secure email for

financial providers

Deliver confidential information to customers using the secure email solution designed for the financial services.

  • FCA and ICO compliant secure email
  • API and automated bulk delivery
  • Easy B2B information exchange
Digital delivery for financial providers

Digital transformation

Are you clinging to

print and post?

Post still dominates process

Transformation is top of the board room agenda. Paper reduction has played a role but it is still deeply embedded when it comes to confidential data. With rising postal costs and inefficiencies, is it time to digitise sensitive customer comms?

Is your organisation clinging to paper graphic

Customer choice

When in doubt,

listen to the people

Your customers choose email

60% of consumers prefer to use email when they deal with businesses. But we know email is not secure. Mailock empowers your contact staff and customers to exchange sensitive information by email without risk.

Male colleagues discussing engagement metrics in corporate setting

Portal engagement

So you've got a portal. What comes next?

Get customers to engage

Organisations have developed digital portals to deliver on the immediacy customers expect, only to be met with low uptake. Mailock pulls people into your portal by engaging them at their email inbox, which they check 15 times a day.

So youve got a portal what comes next image

Compliance

Regulatory guidance

Do right by customers and data regulators.

Use encryption

"Data controllers should have a policy governing encrypted email, including guidelines that enable staff to understand when they should or should not use it. For example, there may be a guideline stating that any email containing sensitive personal data (either in the body or as an unencrypted attachment) should be sent encrypted."
- ICO, 2021

Record audit trails

Keep a copy of relevant electronic communications, made with, sent from or received on equipment: (1) provided by the firm to an employee or contractor; or (2) the use of which by an employee or contractor has been sanctioned or permitted by the firm.
- FCA, 2017

Authenticate recipients

“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

Recall misfired emails

"[in the event of a data breach] act quickly. Try to recall the email as soon as possible. If you can’t recall it, contact the person who received it and ask them to delete it. In the future, consider turning off the Autofill tool when sending work emails. The 72 hours following a personal data breach are particularly critical."
- ICO, 2021

Download the financial services email compliance fact sheet

Testimonial

We've saved 270
tonnes of CO2!

This dramatic reduction in the need to print and post important paperwork is one of the key ways companies can make carbon savings in their day-to-day operations.

 Ronnie Taylor  CDO, Aegon
CEO and team meeting to discuss bottom line savings potential from digital recorded delivery
150K
Users
1.9K
Companies
800K
Recipients

A trusted community

Connecting the financial services

Mailock is designed to enable a closer digital connection - between providers, platforms, advisers, and customers.

Each relationship requires a different type of verification, engagement, and compliance. By adapting to these relationships, Mailock doesn't just provide security without compromising user experience, it turns user experience into a security advantage.

Security as an Ecosystem Diagram
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Fully managed

Use our fully managed cloud service, or let us support you step-by-step as you deploy on-premise.

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FCA compliant

Record audit trails for all message activity. FCA guidance says auditable comms are essential.

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Zero friction

Deploy Mailock alongside your CRM, antivirus, server-side signature, and data loss prevention (DLP).
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Policy adaptable

Set up custom encryption triggers and user alerts to tailor Mailock to your business' infosec priorities.
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Admin configurable

Configure how security is initiated by Mailock system users (manual and automated options available).
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Flexible control

Use the Mailock API for revocation, audit trails, MI/BI analytics, and automated bulk delivery.

The recipient experience

Step-by-step

1. Receive

Recipients receive a notification email to let them know they have a secure message waiting to be opened.

Secure message arriving in an inbox

2. Identify

Recipients click ‘Open’ on the notification delivered to their inbox. They’ll answer any set challenges, or if they're trusted, they can read right away.

Recipients click ‘Open’ on the digital envelope delivered to their inbox to start the Mailock browser app

3. Reply

If recipients need to respond to a secure message, they can use Mailock to compose, attach, and reply using their existing email setup.

Secure read in Mailock web app
Secure message arriving in an inbox
Recipients click ‘Open’ on the digital envelope delivered to their inbox to start the Mailock browser app
Secure read in Mailock web app
Team doing plastic cleanup and bumping elbows

Hit ESG goals

Strengthen your environmental, social, and governance proposition. Businesses with strong ESG goals achieve higher equity returns and reductions in bottom-line risk.

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Cut ops costs

Over 9.5 billion documents are sent in the UK each year. In the UK financial services industry alone, digitising a portion of print and post operations could save £1.3 bn.

Man anxious about having sent unsecured email (1)

Protect data

The most common cause of data exposure is sending an email to the wrong person. Cover your staff and any sensitive information you send with message revoke.

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Impact monitoring

Assess your

carbon impact

See how much carbon (and cost) you could save by switching to secure email.

Case studies

  Hear from our users

1 min read
Woman Typing On Laptop And Smiling in Office With Colleagues.jpg
FinServ
28 10 21

Why Mailock And Paragon Were Chosen By HSBC Security Services

Mailock, Beyond Encryption’s (BE) market leading email security system, has been selected by HSBC Security Services.

2 min read
How The Right Mortgage Keeps Email Data Safe With Mailock
FinServ
03 11 21

How The Right Mortgage Keeps Email Data Safe With Mailock

The Right Mortgage’s forward-thinking approach to data protection using Mailock email encryption frees them from communications risk.

2 min read
How Aegon Saved an Estimated 270 Tonnes of CO2 Using Unipass Mailock
FinServ
08 04 22

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.