Secure Data Exchange for Financial Services
Unify Email Archiving, Secure Messaging, and Compliance Communications. Purpose-Built for Financial Services Regulatory Requirements.
Cut compliance costs and IT headaches. Replace three vendor tools to help meet SEC 17a-4, FINRA, SOX, and PCI-DSS on a single platform. Integrates natively with Microsoft 365, Salesforce, and more for seamless deployment.
Trusted by Top Financial Entities
Enterprise-Grade Integrations and Compliance-First Architecture
Deliver frictionless client and advisor communications while exceeding FINRA, SEC, and GDPR requirements. Integrates directly with your existing stack. No disruptive platform switch.
Secure Message Center
Enable compliant email archiving and secure messaging within Office 365, Salesforce, or your portal. No manual tagging, no dual login. Archive and supervise advisor communications for SEC and FINRA in one pane.
Smart Secure Forms
Enhance your business processes with DataMotion’s user-friendly WYSIWYG secure forms builder. Collect client onboarding data with SEC/FINRA-grade encryption via embedded forms. Automatic retention policies and audit trails ensure compliance. Enjoy end-to-end encryption, versatile data delivery formats, and automatic tracking with notifications for a seamless, secure, and efficient embedded form experience.
Integrations
Our solutions integrate seamlessly with your existing enterprise systems, including Microsoft 365 E5, Salesforce Financial Services Cloud, Google, and Genesys, enhancing your daily operations with an unmatched user experience. Same day integrations without large dev lift. Integrating with your existing tech stack instead of adding more platforms.
JenAI Suite
Increase client engagement with the DataMotion JenAI Suite. Automate audit response, content review, and message supervision using secure, compliant AI that understands your regulatory landscape. 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.
Streamline Compliance and Communication for IT & Compliance Teams
Deploy secure data exchange and compliant client-advisor communication across your organization. No rip-and-replace, no re-training. IT can integrate DataMotion over Office 365, GWS, and Salesforce, scaling archiving, reporting, and supervision for any advisor headcount.
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. Ask about our Enterprise Integration & Security Architecture.
Microsoft 365
Native integration to your systems. Archive and supervise emails/Teams without mail routing or custom scripting. Satisfy SEC/FINRA retention, eDiscovery, and supervision mandates with automated capture and export.
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. Embed secure, compliant messaging in Salesforce Financial Services Cloud. All messages and documents ingested for policy-based retention and discovery.
Genesys
Implement military-grade encryption for chat messages, emails, and file exchanges without leaving the Genesys interface. Integrate compliant archiving and message supervision directly into Genesys agent workflows.
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
What Financial Services IT Leaders Replace with DataMotion:
- Smarsh, Global Relay, Proofpoint Archive
- Zix, Virtru secure email
- ShareFile, DocuSign, custom portals
DataMotion combines these in one, reducing total cost of ownership, IT labor, and regulatory risk.
Enhanced Regulatory Compliance
Automate retention and production for SEC 17a-4 archives. Our platform is export-ready for FINRA sweeps, providing full HITRUST and SOC2 documentation for IT and legal teams to streamline compliance reporting.
Financial Risk Management
Reduce the cost and scope of audits and eDiscovery. Use AI-driven insights to proactively flag missing or unsupervised communications, ensuring your firm stays ahead of SEC 17a-4 and FINRA review requirements.
Operational Excellence
Eliminate overlapping licenses for archiving, secure email, and messaging. DataMotion is designed to deploy in under 60 days, requiring no user retraining and minimal IT lift, allowing you to streamline operations immediately.
Robust Defense Against Financial Cyber Threats
Protect sensitive financial data with a zero-trust architecture, SSO/MFA, and end-to-end encryption. Our platform is annually penetration-tested and certified to SOC2 Type II and HITRUST standards, ensuring resilient, compliant cyber defense.
Strengthened Customer Confidence
Eliminate costly, fragmented vendor contracts by consolidating archiving, secure messaging, and portals into a single, audit-ready platform that reduces TCO and IT management overhead.
Modernized Financial Communication Systems
Modernize compliance supervision, archiving, and audit response. Move off legacy portals without breaking advisor or client workflows.
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 services, driving growth 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
Frequently Asked Questions
What does DataMotion offer financial services firms?
DataMotion unifies email archiving, secure messaging, and compliance communications on a single platform purpose-built for financial services. It helps firms meet SEC 17a-4, FINRA, SOX, and PCI-DSS requirements while replacing multiple vendor tools, and integrates natively with Microsoft 365, Salesforce, and more.
Which regulations does DataMotion help financial firms meet?
The platform helps firms comply with SEC 17a-4, FINRA, SOX, PCI-DSS, and GDPR. It automates retention and production for SEC 17a-4 archives, is export-ready for FINRA sweeps, and provides full HITRUST and SOC 2 documentation to streamline compliance reporting.
How quickly can DataMotion be deployed for financial services?
DataMotion is designed to deploy in under 60 days, requiring no user retraining and minimal IT lift. It integrates over Office 365, Google Workspace, and Salesforce rather than adding new platforms, allowing firms to scale archiving, reporting, and supervision without a disruptive rip-and-replace.
What tools can DataMotion replace for financial services IT teams?
DataMotion consolidates tools such as Smarsh, Global Relay, and Proofpoint Archive; Zix and Virtru secure email; and ShareFile, DocuSign, and custom portals. Combining these into one platform reduces total cost of ownership, IT labor, and regulatory risk.
How does DataMotion secure financial data?
DataMotion protects sensitive financial data with a zero-trust architecture, SSO/MFA, and end-to-end encryption. The platform is annually penetration-tested and certified to SOC 2 Type II and HITRUST standards, ensuring resilient, compliant cyber defense for advisor and client communications.