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. Creating a better customer experience with a DataMotion secure financial messaging center solution helps with both paths.
Use Secure Messaging Services to Create a Seamless Client Experience
Your clients are your business. Provide them with the best experience possible while maintaining the highest level of security. Our services simplify client data exchanges while protecting their data – giving you peace of mind and adding to your bottom line.
In addition to a reduction in expenses for fax, snail mail and overnight delivery, we’ve even 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 documents and messages to be viewed as needed, saving everyone time. And we all know time is money.
Enhance Client Experience
Most financial services companies have a secure client web portal, but often use traditional email encryption or expensive file sharing services with separate logins. Modernize your old, tired, stand-alone financial secure messaging solution. Create an immersive, simplified and superior client experience with our integrated secure message center for financial services. Easily exchange sensitive data, access prior messages and build a consistent, streamlined experience inside your portals and mobile apps. Integration is easy using common protocols to connect your existing applications. Advisor and client exchanges happen in one place making it simple to keep track of the conversation and easier to get work done.
Build a Trusted Reputation
Pressure to safeguard customer data is growing. Adopting a financial services secure messaging center solution that’s simple for both the advisor AND your client can help your advisors stay in compliance without convoluted exchange. Our secure message center adds a secure channel to your omnichannel strategy. It helps you control, manage, and protect your exchange of 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…
“Using DataMotion secure mailbox and the API has had a big, positive impact …we save a lot of time each day.”
Operations Manager, software company
DataMotion SecureMail is well-suited for legal firms and departments that share highly confidential information on a daily basis
– Administrator, Information Technology
I think the support is great from DataMotion, although I have never had an issue using the software.
– Endpoint Review Manager, Hospital & Health Care
Allows piggyback licensing so our clients can send encrypted e-mails without having their own licenses.
– Systems Administrator, Information Technology
Any sensitive data that needs to be encrypted, DataMotion SecureMail is our go-to to send to clients and vendors.
– Data Security Administrator, Information Technology
We use SecureMail to scan emails that may have PHI and HIPAA information to send it securely.
– Professional, Hospital & Health Care
DataMotion SecureMail is excellent if your company or organization is implementing a secure messaging functionality for end-users.
– Project Manager, Information Technology
It’s being used by multiple departments that have a requirement to send confidential information to outside organizations.
– Administrator, Health, Wellness and Fitness Company
The Secure Message Center Solution for Financial Services
DataMotion makes it delightfully easy to add a secure message
center to your existing financial services web portal and connect it to your client
Secure messaging APIs for financial services natively add encrypted web-mail, 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 client’s inbox.
Response notifications sent via email or SMS text channels notify clients and agents of waiting replies.
Every message and document exchange is logged and tracked for verifiable compliance.
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.
Certified encryption processes applied to every message exchange for trusted security. SSO (single sign-on) eliminates extra password and login frustration.