Secure Solutions for Financial Services

Delight and Grow Your Clients with Simple and Secure Financial Messaging Services

Bring More to the Bottom Line

For many financial services organizations the pressure is always on to increase client retention. Just as strong is the desire for increased client interaction with you. DataMotion’s secure messaging center solutions help create a better customer experience while increasing data security and enabling compliance.

Reduce Complexity

Eliminate those awkward, inconvenient and suboptimal experiences clients often have when exchanging sensitive information with you by reducing the steps needed for secure data exchange.

Spend More Time with the Kids

Neither your advisors nor your clients have the time to switch from tool to tool to figure out complicated security procedures. Connect and streamline secure financial messaging tools to save time, reduce human error, and increase the adoption of security processes.

Keep Clients Coming Back

Our powerful secure exchange solutions easily enable your clients to seamlessly, securely, and reliably communicate with your client services teams helping to keep everyone happy while remaining compliant.

Icon of a cell phone screen with a graph, building and start button on it

Use Secure Messaging Services to Create a Seamless Client Experience

Your clients are your business. Provide them with the best experience possible while maintaining a high level of data security. Our services for the financial industry simplify client data exchanges while protecting their data with military-grade encryption – giving you peace of mind and adding to your bottom line.

Two different blue and purple charts with graphs and a yellow magnifying glass

Lower Expenses

In addition to a reduction in expenses for fax, snail mail, and overnight delivery, we’ve seen a 30% reduction in support requests from organizations that have integrated financial secure message centers in their existing customer portal or app. Exchanges are not only secure and compliant – but tracked, creating a repository of previous secure document and message exchanges to be viewed as needed, reducing costs and saving time.

An immersive, integrated secure message center raising customer experience, lowering complexity, and simplifying sensitive data exchange

Enhance Client Experience

Most financial services companies already have a secure client portal, but use traditional, standalone email encryption and file sharing services with separate logins. Modernize these workflows and create an immersive, simplified, and superior client experience with our integrated secure message center for financial services. Build a consistent, streamlined experience inside your portals and mobile apps with our secure messaging APIs and common protocols. Advisor and client exchanges happen in one place making it simple to exchange sensitive financial data, access prior messages, keep track of conversations, and get work done.

Blue lock icon with various numbers and letters around it

Build a Trusted Reputation

In the event of a breach, 64% of Americans would blame the company for the loss of personal data. As the threats to financial institutions (and their reputations) grow, the pressure to safeguard customer data is increasing. Adopting a financial services secure messaging center solution that is simple for advisors AND clients helps advisors stay compliant without complicated secure data exchange. Our secure message center adds secure messaging and document exchange to your systems and workflows to control, manage, and protect your sensitive information – building trust, protecting your reputation, and ensuring compliance… without added complexity.

Our Happy Clients

Our customers are raving over our services, hear what they’re saying…

The Secure Message Center Solution for Financial Services

DataMotion makes it easy to add a secure message center to your existing financial services mobile app or web portal and connect it to your client services teams.


Secure messaging APIs for financial organizations natively add encrypted email, document exchange, or web-form services to self-service portals and mobile apps.


Route client messages and documents to the right advisors, account teams, support personnel, or contact center agents for a swift response; Assign case numbers for ticketing systems tracking.


Secure, seamless client communications with SafeTLS sends messages and documents directly to a client’s inbox.


Response notifications sent via email or SMS text channels notify clients and agents of waiting replies.


With our secure financial messaging services, every message and document exchanged is logged and tracked for verifiable compliance with regulations such as HIPAA, GLBA, PCI-DSS, GDPR, and FINRA. Thus, protecting your reputation, maintaining customer trust, and reducing financial consequences.

Client Experience

Clients easily ask questions about their account and share supporting files or images, like receipts for a credit charge dispute or a tax return as part of a loan application process.


Our secure financial messaging services leverage the DataMotion Platform’s zero-trust design and ironclad security to apply certified encryption to every message exchange. SSO (single sign-on) eliminates extra password and login frustration.