Vertical Compliance
Financial Services
Encryption Solutions for Financial Services
In order for banks, brokerages and other financial institutions to leverage online customer communications they need to protect the privacy of their customers information.
Security rules require financial institutions to implement and maintain safeguards to protect customer information.
Distributing communications electronically like statements, forms and invoices not only provide significant ROI but also offer a higher and more efficient level of customer service.
The growing demand for instant, secure communications is causing financial institutions to take action.
Echoworx helps financial institutions meet compliance regulations and corporate privacy rules.
Sarbanes-Oxley Act (SOX) governs integrity of financial operations of publicly traded companies, while California Security Breach Notification Act (CB 1386) requires disclosure when private personal information of a California resident has been compromised.
An estimated 57 million Americans think they have received a phishing email (Gartner Group).
Echoworx Solution
Encrypted Document Presentment
- Allows organizations to securely email financial statements and more
- Allows banks to fill in HTML or PDF application forms for mortgages, bank accounts, loans, credit cards, and send them to their customers securely
- Allows brokerage customers to send secure transaction details and account queries to their broker
- Allows organizations to protect customer information that is stored on hard drives, laptops and portable devices
- Provides a secure web-based portal for confidential communications between brokers, bankers, lawyers, accountants, and more
