Secure Data Exchange and Generative AI
Optimize workflows and client interactions with DataMotion’s unified platform. Securely exchange sensitive data in the systems and apps you use most. Solutions are fully integrated with top enterprise apps like Salesforce and Microsoft 365 for efficient, compliant operations. Embrace the future safely with JenAI Assist, a generative AI solution, enhancing client trust and retention through advanced data security that aligns with your stringent regulatory standards.
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 technology equips you to enhance every touchpoint.
JenAI Assist
Experience seamless digital engagement with JenAI Assist. Powered by GenAI, it offers self-service chat, smart forms, message and document exchange, and expert escalation. Research Mode enhances these features by providing access to curated content, enabling detailed queries, and facilitating file comparisons for contract review and compliance checks.
Integrations
Solutions integrate seamlessly with your existing CRM, customer engagement, and contact center systems. Designed for simplicity, they enhance your daily operations with unmatched ease of use.
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.
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.
Simplify Client and Advisor Experiences
Boost operational efficiency in financial services with seamlessly integrated solutions. Secure data exchanges fit effortlessly into your existing systems, eliminating platform-switching hassles. JenAI Assist Research Mode streamlines financial advisors’ tasks by providing advanced tools for content management and analysis, enhancing customer experiences.
Transition from outdated communication methods to secure, effortless exchanges.
JenAI Assist: Transforming Financial Services
Leverage the power JenAI Assist to revolutionize your financial operations. Designed to work seamlessly with your data, 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 Salesforce, Genesys, and Microsoft 365.
Microsoft 365
Leverage the productivity and collaboration boost Microsoft 365 provides with the data security of cutting-edge encryption when communicating with users across organizations.
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
Financial institutions can navigate complex regulatory environments with ease using DataMotion’s compliance-focused solutions, ensuring adherence to industry standards such as GDPR, SOX, and PCI-DSS.
Financial Risk Management
Mitigate risks associated with financial fraud and data breaches through DataMotion’s advanced encryption and secure data management technologies, protecting both client assets and institutional integrity.
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 cyber 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, ensuring regulatory compliance, and streamlining communications, allowing advisors to focus on delivering superior client service and driving growth. JenAI Assist research mode simplifies financial advisors’ tasks, enabling detailed content analysis and comparisons, leading to enhanced customer experiences.
Certifications
Financial Services Case Study
Discover how the platform has enhanced data exchange security 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.
“We receive highly sensitive information almost daily. DataMotion has served us well. Very user friendly, secure, and safe. We have been a customer for years and have been extremely satisfied. We would recommend this product for businesses who need secure document reviews.”
Secure Financial Data Exchanges
Maximize potential with DataMotion’s secure data exchange. Seamlessly integrate encrypted messages and attachments, empowering apps for efficient, compliant delivery