Secure Solutions for Financial Services

Transform client and advisor workflows with integrated secure messaging and document exchange in your apps and portals. Our simple and secure financial messaging solution uses ironclad security and a trusted, zero-trust design to keep personally identifiable information (PII) safe – without sacrificing user experience or compliance.

Workflow Integration for Secure Exchange

The pressure is on for financial services organizations to increase client retention while maintaining financial data privacy. DataMotion’s secure messaging center integrates secure exchange where it is natural rather than forcing advisors and clients into a different experience. Our financial services solution creates a better advisor and client experience, increases data security, and enables compliance.

Simplify the User Experience

Reduce the steps advisors and clients must take to exchange sensitive information by integrating secure messaging in your apps, portals, and systems. The simplified secure data exchange workflow creates an improved experience, strengthens client retention, and increases the adoption of security processes.

Increase Workflow Efficiency

Connect and streamline secure financial messaging services to eliminate separate portals and extra security steps. The simplified process creates easy access to secure messages, attachments, and previous exchanges. The result is saved time, reduced human error, and a faster response time.

Meet Security and Compliance Requirements

Our powerful secure exchange solutions are built on the DataMotion Platform, leveraging our military-grade encryption and zero-trust, governed database – keeping sensitive client communications safe and compliant.

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Use Secure Messaging 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 solutions for financial services simplify client data exchanges while protecting their data with military-grade encryption – giving you peace of mind and adding to your bottom line.

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

Enhance Client Experience

Most financial services companies rely on outdated point solutions for email encryption and file sharing. They require advisors and clients to leave their natural experience and create (and remember) extra passwords to send and receive sensitive data.

Our integrated secure message center modernizes these workflows to create a simplified user experience. With our secure messaging APIs, a no-code web component, and other flexible connectors, building a streamlined and secure experience in apps and portals is simple. Advisor and client exchanges happen in one place making it easy to exchange sensitive financial data and access prior messages.

Learn how three organizations used DataMotion to improve their client experience.

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Streamline Workflows

A suite of robust secure messaging APIs, a no-code web component, and other connectors enable seamless integration within apps, portals, and workflows. The scalability and flexibility of our secure exchange integrations allow financial services organizations to seamlessly stitch DataMotion into their workflows – with no need to change their systems already in place.

Common uses of our secure message center include integration into contact center and CRM software, Microsoft Teams, customer portals and apps, and more. Regardless of your requirements – we securely connect your applications to allow end-users to work where they are comfortable, increase efficiency, and reduce costs.

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Build a Trusted Reputation

In the event of a breach, 64% of Americans would blame the company for the loss of personal data. As threats to financial institutions grow, the pressure to safeguard customer data increases. 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.

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The Secure Message Center Solution for Financial Services

DataMotion makes it easy to add a secure message center to your financial services apps and portals and connect it to your client services teams.


Secure messaging APIs allow you to natively add secure messaging and document exchange into your apps and portal, as well as integrate with email, contact center and CRM software, and more.


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 data security regulations such as PCI-DSS, FINRA, GLBA, and GDPR. 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. Single sign-on (SSO) and enterprise IdP integration eliminates extra password and login frustration.