Digital-only or face-to-face?
Independent financial adviser Benjamin Beck shares why advice firms don鈥檛 have to choose between secure tech and personal service in our latest Regulated Digital episode. 馃帶
Identity checks are now available in Mailock!
Send an ID, KYC or AML check from Outlook or the Mailock web app, straight to your client's inbox.
See how it works: eu1.hubs.ly/H0ySnfH0
Identity checks are now available in Mailock!
Send an ID, KYC, or AML check from Outlook or Mailock on the web. Your client completes it on their phone, and the results return by secure email.
eu1.hubs.ly/H0yQQps0
*Paid add-on for Pro and Enterprise, subject to approval.
Banks need to keep fraudsters out. They also need to avoid locking genuine customers out with them.
Watch the full episode on our website.
Capturing and verifying information is only part of the process. It still has to move through the pension and investment systems that need it.
You've got mail! And a straightforward way to start your identity check.
Next month, we're bringing identity checks to Mailock. Your clients will be able to open the request in their inbox and follow the link to start their check securely.
Learn more: eu1.hubs.ly/H0yjmjm0
Wrong recipient? Wrong attachment?
Mailock Message Revoke lets you close future access to a protected email after it has been sent, individually or in bulk.
It can鈥檛 undo the mistake. It can help contain it.
See how it works:
eu1.hubs.ly/H0y6KwQ0
Lowering the reading age of a letter is only one part of customer understanding.
When we spoke to James Daley from Fairer Finance, we asked what a firm should be able to demonstrate before claiming its communications have helped customers make informed decisions.
How complete is the credit file behind a lending decision?
Kate Pender, CEO of Fair4All Finance, explains why the records held by the main credit reference agencies might not give firms a full picture of someone鈥檚 circumstances.
Identity checks are coming to Mailock 馃憖
Take a look at what鈥檚 coming and register for launch updates 馃憞
eu1.hubs.ly/H0x-phL0






