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:

1. Verify the person’s identity
2. Get consent to process their data
3. Protect messages and files in transit
4. Store them safely with access controls
5. 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.