Mailock For Advisers
Secure email for
financial advisers
Exchange emails and attachments easily and securely. Protect sensitive information in line with FCA guidance.
Safe and secure document delivery loved by clients
As a financial advisory firm, safeguarding sensitive client data is paramount, but your clients also expect seamless access to information. Enable effortless and secure email communication without compromising the integrity of your business.
- Secure outbound emails and replies
- Prevent ‘wrong recipient’ mistakes
- Use with Outlook or your web browser
1. Send
Start a secure email from your desktop or web browser, choosing from a range of authentication challenges.
2. Receive
Recipients receive a notification in their inbox and must pass your authentication challenge to unlock the message.
3. Reply
Replying is easy - recipients can use Mailock for desktop or web to keep sensitive messages and files secure.
Data protection
Save yourself some
awkward client calls
Protect sensitive email information
Are you ready to tell a client, "your information's been stolen, the money's gone"? Save yourself some awkward client calls by protecting confidential emails and attachments.
Client engagement
“Can’t you just
email it to me!?”
Seamless client communications
Advisers and clients have used email for years, but it poses significant risks to sensitive information. Meet client expectations for communication on a familiar channel that doesn't pose a risk to their data.
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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Features
Protect clients. Email data securely.
Make sensitive adviser-client comms simple by shielding email data from risk.
Compose
Compose secure emails in Windows Outlook or our web app. Create your message, add attachments, select your challenge and send.
Prevent
Catch sensitive emails before it's too late with custom trigger words. If they are included in a message, you will be alerted to send it securely.
Encrypt
Your emails and attachments are secured with end-to-end AES-256 encryption - virtually impenetrable protection for sensitive data.
Challenge
Monitor
Read notifications tell you when your messages are opened, so you can follow up at the right time.
Engage
Audit
Revoke
Use Case
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.
Use Case
Increase engagement
Have your clients asked, "can't you just email it"? Send documents instantly and safely. Deliver on your service commitments without the inefficiency and expense of physical mail. Save time, save costs, and save paper.
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Use Case
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.
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Questions?
Talk to us
Book a demo with our team to see Mailock in action and get your questions answered.
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