Mailock For Providers

Secure email for

financial providers

Exchange sensitive information with staff, contact centres, advisers, and customers in compliance with FCA and ICO guidelines.

Digital delivery for financial providers
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Aegon Logo
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Origo logo
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Safe communication with colleagues, advisers, and customers

As a financial services provider or platform, protecting sensitive data is essential for trust and compliance. Ensure secure and efficient communication by exchanging information via email with confidence.

  • Manually encrypt individual emails
  • Trigger encryption using keywords
  • Automate document encryption at scale
  • Integrate with your product using our API
board meeting about deploying mailock

The Recipient Experience

Step-by-step

1. Receive

Recipients receive a notification in their inbox.

Secure message arriving in an inbox

2. Identify

If an authentication challenge is set, they'll need to pass it to unlock the message.

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

3. Reply

They can then read and reply securely, attaching any files before hitting 'send'.

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

Customer choice

Drive action with

80% open rates

Deliver where you'll get a response

According to research, consumers prefer to use email when they deal with businesses - but without additional protection it isn't secure. Mailock empowers businesses and customers to exchange sensitive information safely.

Male colleagues discussing engagement metrics in corporate setting

Portal usage

3 clicks to what

customers need

Push comms to pull portal usage

Organisations have developed digital portals to deliver on the immediacy customers expect, only to be met with low uptake. By engaging people at their email inbox, Mailock can draw users into your customer portal.

Male professional thinking by laptop

Digital transformation

95% savings on

print and post

Protect data and your bottom line

Transformation is top of the agenda but print and post are still embedded when it comes to confidential documents. With rising postal costs and delays, digitising sensitive comms can have significant bottom line impact.

Man writing sensitive information on paper

Compliance

Regulatory guidance

Comply with FCA and ICO guidance.

Encrypt personal information (GDPR)

The Information Commissioner's Office (ICO) and Financial Conduct Authority (FCA) require businesses to encrypt sensitive data transferred digitally. The ICO can levy fines of up to £17m for non-compliance (or 4% of turnover).

Record proof-of-delivery (MIFID II)

All businesses should record digital communications and retain proof-of-delivery to align with ICO guidance. Proof-of-receipt is also required by the FCA for certain types of document (e.g., KIDs).

Protect customers (Consumer Duty)

Are you encouraging customers to send their information into your business unsecured? The FCA's Consumer Duty is a mandate to provide easy-to-understand communications and protect customers from financial harm.

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
250K+
Users
2.1K+
Companies
1.6M+
Recipients
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Encrypt

Deliver emails and attachments with robust end-to-end AES-256 encryption.
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Challenge

Authenticate recipients using email verification, SMS code, question-and-answer, or Unipass ID.

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Connect

Tap into our API for timestamped BI/MI analytics (e.g., delivery, access, revoke).

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Engage

Recipients can read messages, download attachments, and reply easily and securely.
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Audit

Record timestamped audit trails for all message activity including sends, opens, and revoke calls.
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Automate

Deliver at scale with Mailock Automated, an optional add-on for batched and bulk delivery using automation.

A trusted community

In financial services, different relationships require varying levels of verification and compliance. Our integration with Origo's Unipass Identity, trusted by over 45,000 advisers, ensures secure, compliant inter-industry communication that adapts to each recipient. With Mailock, user engagement becomes a security asset, making it easy to protect sensitive information.

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Our financial services ecosystem
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.

budget meeting with financial controller explaining cost cutting initiatives

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

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.

people in office discussing compliance solutions

Questions?

Talk to us

Book a demo with our team to see Mailock in action and get your questions answered.

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