Keeping Client Communications Secure At Mortgage Advice Bureau

Making sure communication with clients is secure, compliant, and efficient is essential for financial services firms.

Here, we explore how the Mortgage Advice Bureau (MAB) has utilised Mailock secure email to enhance its client interactions and protect sensitive information.

Who Are They?

The Mortgage Advice Bureau (MAB) is a leading mortgage specialist brand with a network of over 150 appointed representative firms.

Graham Bennett, the Group Head of Information Security and Data Protection at MAB, has been pivotal in steering the company’s data security initiatives since he joined in 2017.

We spoke to Graham about his team's journey with Mailock so far and why they chose it to secure their sensitive communications.

Graham and Adam screenshot for MAB case study

CCO Adam Byford spoke to Graham Bennett, the Group Head of Information Security and Data Protection at MAB, about how they use Mailock to protect their data.

Discovering Mailock

MAB’s journey with Mailock began as part of a broader initiative to bolster their data security practices, particularly in light of GDPR requirements.

With advisers handling highly sensitive information, such as bank statements, payslips, and IDs for anti-money laundering checks, making sure this data is secured in transit was paramount.

"We needed to make sure that our communications, especially those involving sensitive client data, were secure. Email was a primary mode of contact, and we couldn't afford any breaches."

— Graham Bennett, Head of InfoSec, MAB

Why Mailock?

Mailock offered a solution that ticked all the boxes for MAB’s diverse and extensive network.

It provided robust email encryption that was easy to use and install, even for users with varying levels of technical expertise. As Graham noted, this ease of use is crucial.

"We needed something that was simple to explain and use, ensuring everyone, regardless of their tech-savviness, could adopt it seamlessly."

— Graham Bennett, Head of InfoSec, MAB

Hands typing on laptop keyboard on train

Support From The Start

The partnership with Mailock has been marked by extensive support from Beyond Encryption, for a smooth implementation and ongoing assistance.

This support was vital in rolling out Mailock across MAB’s member firms and integrating it with their existing systems.

A Better Way Of Communicating: Compliance And Efficiency

Mailock has not only improved data security but also enhanced operational efficiency.

Graham highlighted how the secure email solution has streamlined compliance with GDPR and other regulatory requirements.

The system provides notifications when messages are opened, allowing advisers to follow up promptly and enhance customer experience.

Moreover, Mailock has played a crucial role in data loss prevention.

"We use Mailock to monitor communications for compliance. It has provided a clear track record in more complex cases where people have attempted to misuse data."

— Graham Bennett, Head of InfoSec, MAB

Catering To Client Preferences

Understanding that clients have varying preferences for communication methods, MAB appreciates the flexibility Mailock offers.

While some clients prefer secure email, others may opt for portals or even traditional mail.

Mailock supports this flexibility by making sure that email remains a secure and viable option.

"As we work with both portals and email, it's vital to provide options that fit all client needs."

— Graham Bennett, Head of InfoSec, MAB

Colleagues looking at smart device together

Looking Ahead: Continuous Improvement

MAB is committed to continuously improving their use of Mailock.

The solution's flexibility and ongoing product enhancements make sure that MAB can adapt to new challenges and requirements.

Graham emphasised the importance of staying updated with new features and maintaining close contact with Mailock’s support team.

"We're always looking at how to use Mailock more effectively, and using its latest features is key here. Keeping in contact with the team ensures we maximise the benefits of the solution."

— Graham Bennett, Head of InfoSec, MAB

Remaining Vigilant

Mortgage Advice Bureau’s adoption of Mailock has significantly enhanced their data security and client communication processes.

By providing a simple, efficient, and secure method for transmitting sensitive information, MAB not only complies with regulatory standards but also delivers peace of mind to their clients.

As digital threats evolve, MAB’s partnership with Beyond Encryption ensures they remain at the forefront of secure client communications.

"Mailock has become an integral part of our data security strategy, making sure that our clients' sensitive information is always protected. The ease of use and robust support from Beyond Encryption have made a significant difference in our operations."

— Graham Bennett, Head of InfoSec, MAB