Comply with privacy regulations, improve client services and reduce costs
To remain competitive in today’s dynamic financial services industry, firms must provide a fast, flexible client experience. Relying on expensive manual document delivery wastes valuable time and money while frustrating clients and reducing staff productivity.Watch Video on YouTube.com
According to the GLBA, sensitive customer information must be encrypted when it is transmitted electronically via public networks. Lockbox Client Portal helps you stay compliant – quickly and easily.
Data security in financial services and the privacy of a client’s information is essential to a successful working relationship. Using traditional cloud sharing do not secure financial documents enough to hide them from snoops and hackers.
Most providers only protect the infrastructure surrounding the data but if an unauthorized party breaks in, all of the data is sitting in plain view on a server. With Lockbox Client Portal, every piece of your data is encrypted individually, ensuring that your data would still be private in the midst of an infrastructure security breach.
With Lockbox Client Portal, you can now send and store sensitive client files quickly and easily – regardless of size. From secure file transfer to file collaboration, you can send large financial files securely and privately. The Lockbox secure file transfer solution guarantees that only you and your clients can see your data through end-to-end encryption. Neither Lockbox nor a third-party cloud service provider can see your documents.
With Lockbox, you can securely store and share:
- Mortgage documents
- Stock and investment information
Once documents are placed in a Lockbox, your customers have a digital vault where they can access all of their records quickly and easily – anytime, anywhere. Lockbox also comes with a full audit trail, so document changes are tracked, ensuring that both you and your customers are up to date.
Lockbox is a simple, software-free solution that allows you to transfer confidential and large files. Use Lockbox for secure file collaboration between offices and departments or to send files securely to clients. Lockbox makes file collaboration faster and easier than ever before – saving financial services professionals time and money.