Evizone for financial services
As a financial services professional, clients and associates rely on the confidentiality and security of their communications with you. The use of conventional email with document attachments introduces the possibility that their trust in you will be compromised in ways beyond your direct control. For financial service professionals, Evizone provides a managed and secure communications service which gives you complete control over your communications.
Scenarios
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Requirement
The posting and viewing of secure documents.
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Key Functionality
- Copy and print protection
- Withdrawal of messages and documents anytime.
- The document is never stored on the recipient's computer.
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Requirement
A secure system for sending messages to a workgroup containing only those with a need to know.
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Key Functionality
- Compliance does not depend upon individuals. The system automatically ensures compliance.
- Copy and print protection
- Life cycle management for all communications
- Access history to ensure that all messages and documents have been read.
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Requirement
Need to withdraw the document and determine whether it has been read.
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Key Functionality
- Withdrawal of messages and documents anytime.
- Copy and print protection
- Access history
- The document is never stored on the recipient's computer.
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Benefits for financial services
- Reassure your clients that their sensitive information is in safe hands.
- Maintain an accurate and clear record of all communication and document access.
- Complete control over the dispersal of documents and messages.
- Create secure online document rooms.
- Eliminate the risk that sensitive documents or messages will be copied, forwarded or printed.
- Significantly reduce legal and regulatory risk through proper management of communications, documents and records; no more nasty 'surprises' in legal discovery.
- Comply with your regulatory obligations.
- Access and retention policy can be set for each client or deal.
- Accurate and simple tracking of communication costs and time for billing purposes.
- Eliminate the risk from lost or stolen notebook computers.
Maintain confidentiality
Show your clients and colleagues that you have exerted maximum effort in maintaining confidential client and colleague communications through the state of the art, encrypted communications service that Evizone provides. |
