It has to be more than a trusting relationship
It also has to be a secure, private, and confidential one.
Every conversation, every discussion and transaction, every document, every communication between you and your clients should be secure and private.
But with the majority of these discussions still happening by e-mail, security and privacy are under constant threat. That’s why there’s DropVault.
Today’s client relationships can be a complex combination of people, data, communications, and trust. Each of which can be easily exploited by hackers.
When you bring your client discussions and documents inside DropVault, you’re immediately eliminating most of the security, privacy, and fraud threats that client relationships are exposed to.
Even better, inviting your clients couldn’t be easier. A time sensitive e-mail link is all it takes, and they’re in. And everything they and you share after that is automatically encrypted and protected.
For additional protection a complete audit trail with e-signatures and watermarks helps you keep track of every document shared and exchanged, where they are, and who’s viewing them.
That’s why DropVault Complete is an ideal solution for wealth managers and financial advisors, CPAs and tax advisors, legal teams, insurance, real estate, and any other profession that demands optimum client security and privacy.
Whatever business you're in, security, privacy, and confidentiality are part of your brand
Our Complete Edition allows you to invite up to 50 team members (like wealth or financial advisors), and up to 1,000 clients.
Each client can be a one-to-one secure channel, a many-to-one (more than one advisor can interact securely with a client), or a group room where a client can include family members and other advisors in all or some discussions.
Protect Client Conversations
Every conversation between you and your clients should be treated as secure, private, and confidential. And by default, meaning it happens automatically so that no one forgets. By bringing these conversations inside your DropVault portal, all those conversations are protected automatically and forever.
And even better, your clients don’t have to be DropVault users.
Protect Client Documents
Investment discussions and financial transactions can involve the exchange of numerous and highly sensitive documents. Whether it’s investment and financial planning, banking and transaction information, sensitive tax discussions, or trading plans and instructions, your clients need to be confident that they can share that information with you without worry.
Prevent Phishing Attacks
Phishing is still the first step in most cyber attacks, and most of these attacks involve e-mail. With more than 3 billion phishing emails in circulation every single day it’s easy to see why they can be so devastating. DropVault eliminates the threat of phishing attacks, as well as the data breach and ransomware attacks they can trigger.
Prevent Business Email Compromise Attacks
Fraudsters and scammers understand the financial world almost as much as you do, and the FBI has reported a sharp rise in business email compromise scams targeting both the wealthy and their financial advisors. Moving these discussions into a safe room is your best bet.
Protect Against Wire Fraud
Wire transfer fraud is another billion-dollar crime and being made even easier by the rise in AI and especially deep fake technologies. By keeping sensitive transaction conversations within DropVault, you’re keeping them out of the reach of imposters and impersonators.
Protect Internal Discussions
With DropVault you can create a series of private conversation rooms, or channels. It can be for your entire team or just subsets of your team. A dedicated channel just for partners and vendors. Or channels dedicated just to individual customers and clients. And everything shared in those channels is private and secure by default.
Build Confidence And Trust
A strong security and privacy posture has always been a great way to build trust and confidence with clients. And even more so when those clients are trusting you with their information, their money, and their secrets.
Keep Track of Everything
DropVault will not only allow you to store and archive all conversations and documents forever, but will also help you to keep track of who accesses those documents, how, and when. And by watermarking and time stamping every document, you’ll always know where they are and who has them.
Reduce Legal Exposure
Minimizing your legal exposure in the event of a security incident, privacy failure, or data breach doesn’t require that you prove maximum security. But simply that you went above and beyond the basics, and especially focusing on sensitive conversations and documents. DropVault can give you that protection.
Privacy And Compliance
Access to sensitive and confidential documents and discussions is restricted to parties to the discussions or to others who are authorized and invited. That helps minimize the risks of accidental or deliberate privacy violations and also helps meet most privacy and data retention compliance requirements.
No Downloads, Software, or Learning
Your clients don’t have to install or subscribe to DropVault in order to use it. Just send them an e-mail with a link and they’re in. If you want to enhance security, it’s easy to add a password or PIN requirement.
Comprehensive. Simple. Affordable.
DropVault Complete costs $299 per month includes up to 50 users and 1,000 clients, and can be expanded at any time. Our 14-day free trial is the easiest way to see it for yourself.
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