Evizone for financial services

Have you sent sensitive emails or documents in error?

Do you regularly archive or dispose of sensitive documents?

Would a lost or stolen notebook computer violate your regulatory obligations?

How much time do you spend searching and organizing your client email and documents?

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.

 Managed and secure communications

Effective managed and secure communications is built upon three components:

1. Managed Communication
• Topics organize client or deal related messages and documents into uniform master sets.
• Topics act as a secure online document room with access provided only to those who require it.
• Accessibility and retention policy can be set on the basis of individual deals, clients and topics.
2. Secure Communication
• No messages or documents are stored on your computer or any recipient's computer.
• A single, organized master set of messages and documents organized by deal/client/topic.
• Messages and documents cannot be copied, saved, forwarded or printed.
• Complete 100% recall of documents and messages at any point in time.
3. A Managed Life Cycle Policy for Communications
• Evizone allows you to set a publication date, an accessibility/visibility period and a retention period based upon individual deals, clients and topics.
• Policy is automatically enforced; eliminating the need for the manual storing, moving and deleting of messages and documents.
• Individual messages and documents as well as entire deals/clients/topics can be removed from view at any time.

 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.

 Reduce your clients' legal exposure

Show your clients 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.