Secure Data Exchange and AI for Financial Services
Optimize workflows and client interactions with DataMotion’s unified platform. Securely exchange sensitive data in the systems and enterprise apps you use most, like Microsoft 365 and Salesforce, for efficient, compliant operations. Embrace the future safely with the DataMotion JenAI Suite, enhancing client trust and retention through advanced data security and AI-driven insights that align with stringent FINRA and SEC regulatory requirements.
Now featuring Research Mode, JenAI Assist empowers your team with efficient content accessibility, in-depth queries, and seamless file comparisons, driving unparalleled operational efficiency.
Trusted by Top Financial Entities
Optimize Your Digital Engagement
Elevate customer interactions with a suite of advanced data exchange tools designed for efficiency, security, and ease of integration. Whether through seamless AI chat support, encrypted messaging, secure form handling, or comprehensive enterprise technology integrations, DataMotion's data protection technology equips you to enhance every touchpoint.
Secure Message Center
Integrate email encryption and secure messaging into your user portals and apps for unified secure email and document exchanges. Break down data silos and streamline workflows, resulting in a fast, compliant, efficient, and user-friendly experience for you and your customers.
Smart Secure Forms
Enhance your business processes with DataMotion’s user-friendly WYSIWYG secure forms builder. Enjoy end-to-end encryption, versatile data delivery formats, and automatic tracking with notifications for a seamless, secure, and efficient embedded form experience.
JenAI Suite
Increase client engagement with the DataMotion JenAI Suite. Leverage secure, compliant generative AI for intelligent self-service chat, AI-powered secure forms, automated data pipelines to your analytics platforms, and proactive interaction insights, all integrated to improve your financial service operations.
Integrations
Our solutions integrate seamlessly with your existing enterprise systems, including Microsoft 365, Salesforce, and Genesys, enhancing your daily operations with an unmatched user experience.
Simplify Client and Advisor Experiences
Boost operational efficiency in financial services with seamlessly integrated data security solutions. Secure data exchanges fit effortlessly into your existing systems, eliminating platform-switching hassles. The JenAI Suite further streamlines financial advisors’ tasks by providing instant, AI-driven answers to client inquiries and accelerating onboarding with automated secure forms, enhancing every customer experience.
Transition from outdated communication methods to secure, effortless exchanges.
JenAI Assist: Transforming Financial Services
Leverage the power of JenAI Assist to revolutionize your financial operations. Designed to work seamlessly with your data and eliminate data silos, JenAI Assist offers:
- Self-Service Chat: Enhance customer service with intelligent, responsive chatbots.
- Expert Escalation: Ensure human intervention is available when needed.
- Smart Forms: Streamline data collection and processing with adaptive forms.
- Message and Document Exchange: Securely manage sensitive communications.
Elevate your financial services with Research Mode, providing:
- Content Accessibility: Quick access to curated organizational content.
- In-Depth Queries: Detailed content analysis and answers.
- File Comparison: Simplify contract reviews and compliance checks.
Secure Data Exchange Integrations for Financial Services
Bridge the gap between user experience and regulatory compliance through seamless integrations with Microsoft 365, Salesforce, and Genesys.
Microsoft 365
Add robust, compliant security for email and files directly within your familiar Microsoft 365 apps like Outlook, Teams, and Power Automate.
Salesforce
Secure messaging and document exchange solutions within the Salesforce environment allow you to leverage all CRM features while ensuring increased data security for sensitive data.
Genesys
Implement military-grade encryption for chat messages, emails, and file exchanges without leaving the Genesys interface.
Customer and Digital Transformation Support
Solutions offer maximum flexibility, seamless integration, and expert support across customer and digital transformation journeys, all at your own pace.
Full RESTful APIs and Industry-Leading Ease of Use
Leverage the platform’s APIs within existing apps and portals, with our low and pro-code solutions, transforming them into fast, reliable, secure and compliant solutions for data exchange.
DataMotion Solution Benefits for Financial Services
With precision-crafted solutions, the platform boosts compliance, streamlines operations, and fortifies data security. Discover the transformative benefits of DataMotion technologies, designed to elevate your financial services solutions and deepen client trust.
Enhanced Regulatory Compliance
Navigate complex regulations like FINRA, SEC 17a-4, GDPR, SOX, and PCI-DSS with compliance-focused security and HITRUST CSF Certified platform features.
Financial Risk Management
Mitigate risks like financial fraud and data breaches. We combine advanced encryption and secure data management with AI-powered insights from the JenAI Suite to help detect and flag potential threats.
Operational Excellence
Utilize technology with GenAI to streamline operations, reduce costs, and boost speed and reliability. Enhance document handling and analysis for quicker decision-making and better compliance.
Robust Defense Against Financial Cyber Threats
Protect sensitive financial data against cybersecurity threats and ensure uninterrupted business operations with comprehensive security measures and proactive threat monitoring.
Strengthened Customer Confidence
Build and maintain trust with clients by ensuring the confidentiality and security of their financial data, thereby enhancing customer retention and satisfaction.
Modernized Financial Communication Systems
Transform client interactions with secure, real-time communication tools that integrate seamlessly with existing financial systems, facilitating faster responses and improved client service.
Secure, Streamline, and Excel with DataMotion
DataMotion’s advanced solutions integrate seamlessly, boosting security measures, ensuring regulatory compliance, and streamlining communications. This allows your advisors and service providers to focus on delivering superior client service and driving growth, while the JenAI Suite simplifies tasks through AI-powered content analysis and workflow automation.
Certifications
Finance Industry Case Study
Discover how the platform has enhanced security policies for countless companies. Explore success stories and see the impact of tailored solutions. Join the growing list of businesses that have benefited from our commitment to robust security practices.
Financial Settlement Services Company
DataMotion utilizes Secure Email Automation, Large File Attachments and TotalView Reporting to Automate Report Delivery, Meet PCI Compliance and Prove SLA Requirements.
Wealth Management Firm
DataMotion utilizes the secure message center APIs and Platform as a Service (PaaS) to integrate seamlessly into the financial services (finserv) company’s existing Customer Experience (CX) Platform to secure exchanges and meet compliance regulations.
“The best fit for us would be taking our existing services and swapping out the previous product logic that we communicated with – and that just wasn’t possible with other vendors… With DataMotion, we could. We were able to still use our mailboxes and they had the APIs we needed to manage our message center. It was the ideal solution.”
Secure Financial Data Exchanges
Maximize potential with DataMotion’s secure data exchange. Seamlessly integrate encrypted messages and attachments, empowering apps for efficient, compliant delivery