ShareSimple use case
Protect financial data when you communicate with clients
Read about how ShareSimple helps small brokerages and other financial companies protect financial data when they communicate with their clients, partners, and employees.
Financial data is sensitive data
If you work in the financial sector, much of the data you handle is personal and sensitive information, this includes:
- Personal information about customers, such as their names, addresses, contact details, and investment objectives.
- Financial information, such as bank account numbers, credit card details, investment account numbers, and transaction histories.
- Tax information, like Social Security numbers, tax identification numbers, and tax returns.
- Investment information, the types of securities purchased, the amounts invested, and the performance of investments.
- Records of communications between the stock broker and their clients, such as emails, messages, and phone records.
You need a safe way to communicate with people about their financial information that lets you:
- Verify the person’s identity
- Get consent to process their data
- Protect messages and files in transit
- Store them safely with access controls
- Delete files when you don’t need them anymore.
Large firms may develop their own portals for safe data sharing, but smaller brokers may wonder if they can afford the security they need for financial data.
Let’s see how adding ShareSimple to your Outlook works as an easy, safe, and affordable solution to share and request financial data that meets the above requirements.
Financial data sharing issues, solved.
❌ Financial data sharing issue
How ShareSimple fixes it
ShareSimple protects financial data by keeping it encypted + out of your inboxes
94%
Percentage of data breaches that involve email
83%
Organizations affected by email data breaches in one year
€38.000
Average cost for SMBs to recover from a security breach
50%
People who say they’d change services based on security concerns