For routine updates, secure email provides a seamless way to communicate directly with clients. For more complex tasks, such as accessing historical data or signing off on documents, secure email can act as a gateway, pulling clients back into the portal for deeper engagement.
The result is an integrated communication ecosystem that doesn’ t just work for your team but works for your clients as well. It’ s about creating a system that is secure, efficient, and aligned with client preferences— whether they’ re a techsavvy millennial or a retiree just getting comfortable with digital tools.
Trust and Compliance
In financial services, trust and compliance go hand in hand.
Clients must have absolute confidence that their information is secure and that their adviser is acting in their best interests. In this case, secure email acts as more than just a data protection tool— it is a clear demonstration of a firm’ s commitment to client privacy, regulatory adherence, and robust security practices.
This trust factor extends beyond client relationships too; it also aligns with the broader regulatory landscape.
With growing emphasis on client outcomes— through initiatives like Consumer Duty— firms must not only comply with regulations but actively prove that they prioritise clients’ best interests. By embedding security into everyday operations, businesses reinforce their dedication to compliance, enhance trust, and ultimately deliver better outcomes for all.
Future-Proofing Your Comms
The question isn’ t whether secure communication tools are worth the investment— it’ s whether your current system is leaving gaps you can’ t afford. If one person is still defaulting to email, or if your clients are disengaged from your portal, it’ s time to rethink your approach.
Beyond Encryption is the creator of the secure email solution, Mailock. To see what Mailock can do for you and your clients, visit the‘ Tools and Technology’ area of the member or client website.
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